Release Date: Saturday 3rd July 2025 Downtime: Not required |
✅ Vincere Core Updates:
Our product team is constantly innovating to bring you powerful new features and productivity enhancements, making Vincere smarter, faster, and more efficient every day.
Keep scrolling to find out what's new ⬇️
✨ SignRequest Integration - Improvements
We've significantly enhanced the SignRequest integration with improved usability, better document management, and streamlined workflows across offers, placements, and renewals.
👉 What's New
Enhanced UI with New Action Buttons
Send Documents dialogs now include:
Status Refresh Button - Get real-time document status updates
View Pending Documents - Preview documents you've recently sent
Cancel SignRequest Document - Cancel pending requests when needed
View Pending Documents Across Multiple Areas
You can now preview pending SignRequest documents from:
Candidate and Contact profiles when sending documents
File Library > SignRequest section via document hyperlinks
Offer, Placement, and Renewal stages with dedicated view buttons
Send Multiple Documents
Send additional offer documents to candidates and contacts after previous documents are fully signed
All signed documents are automatically stored in "Other Offer Docs" for easy reference
Document counters show how many documents each offer/placement/renewal contains
Improved SignRequest Flow
Offer to Placement: When an offer with pending/signed documents moves to placement, SignRequest progress carries over seamlessly
New SignRequest Support: Initiate SignRequest directly from Placement and Renewal stages
Undo Placement Logic: SignRequest progress is preserved when undoing placements from Offer stage
Enhanced Document Management
View all signed documents for each offer, placement, or renewal in a dedicated dialog
All SignRequest files are stored in both File Library > SignRequest and individual record File tabs
Improved organization with clear document status indicators
SignRequest Conditions & Logic
SignRequest Flow can be initiated on the following:
Candidate ATS Table / Advanced Search
Contact CRM Table / Advanced Search
Candidate Profile
Contact Profile
Offer Stage
New: Starting Placement
New: Active Placement
New: Pending Renewal
New: Renewed Placement
SignRequest Flow is not available on:
Cancelled Placement
Terminated Placement
Undo Placement Logic
If Undo placement is done and the last stage is ‘Offer Stage’, then once moved back, the SignRequest progress is kept.
If Undo placement is done and the last stage is not ‘Offer Stage’, e.g. Interview, then once moved to offer stage again, it will create a new offer and the user has to start SignRequest fresh.
📍 Where You'll Find It
SignRequest improvements are available in:
Candidate and Contact profiles
File Library > SignRequest
Offer stages
Starting and Active Placements
Pending and Renewed Placements
💡 Why It MattersStreamlined Document Management - View, track, and manage all SignRequest documents from a single location. Improved Workflow Continuity - Documents seamlessly follow candidates through the recruitment process. Better Visibility - Clear status indicators and document counters help you stay organized. Enhanced Productivity - Send multiple documents and manage renewals without losing progress. |
✨ Data Export - Timezone Support for Timesheet and Shift Export
Export your timesheet and shift data with flexible timezone options, giving you complete control over how time data appears in your exported files.
👉 What's New
Convert Data to Specific Timezone
Choose from any timezone in the dropdown menu when setting up your data export, rather than being limited to UTC or your user timezone.
Retain Original Timezone Option
Preserve the native timezone of timesheets and shifts in your exported data for historical accuracy.
Optional Timezone Column
Add an "Exported Timezone" column to your output files for complete clarity on time data.
Enhanced Data Format Options
New timezone conversion settings in Data Export Setup > Data Format section with intuitive dropdown selection.
📍 Affected Datasets
Shift Dataset - Convert to selected timezone or retain original shift timezone
Timesheet Dataset - Same timezone flexibility as shift data
💡 Why It MattersGlobal Workforce Management - Teams across timezones can export data aligned to local schedules for payroll and compliance. Auditing & Compliance - Legal and financial teams can require timestamps in specific timezones (e.g., PT for California labor laws). Integration Ready - Export data in your recipient system's timezone for seamless integration. Historical Accuracy - Preserve original timezones to avoid misinterpretation during daylight savings changes. |
✨ DST Support for Meetings, Tasks, Interviews & Schedules
Automatic Daylight Saving Time (DST) adjustments ensure your scheduling is always accurate, regardless of timezone changes.
👉 What's New
Automatic DST Adjustment
Date and time information automatically adjusts based on your browser timezone when booking meetings, tasks, and interviews.
Updated Timezone Display
User settings now display current timezone information, including DST adjustments when applicable.
Smart Scheduling Dialogs
New Task Dialog - Due date and time show with adjusted timezone info
New Meeting Dialog - Timezone info updates in both the dialog and preview table
Setup Interview - Interview timeslots automatically adjust for DST
Calendar View - Interview details and team calendar display accurate timezone information
📍 Where You'll See Changes
User Settings page (timezone selection)
New Task creation dialog
New Meeting creation dialog
Interview setup and scheduling
Calendar view for interviews and team events
All interview emails sent through Interview setup
💡 Why It MattersEliminates Scheduling Errors - No more confusion about meeting times during DST transitions. Global Team Coordination - Seamless scheduling across different timezone regions. Automatic Email Updates - Interview invitations include accurate DST-adjusted times. |
✨ Bulk Update File Type
Speed up file management with the ability to update document types for multiple files at once during upload.
👉 What's New
Bulk Document Type Updates
New "Update Doc Type" button in upload dialogs
Select multiple files using checkboxes
Update document types for all selected files simultaneously
Bulk Delete Option
New bulk delete button for removing multiple files at once
Checkbox selection for choosing which files to delete
Enhanced Upload Dialog
New checkbox column for file selection
Improved layout with bulk action buttons
Streamlined workflow for managing multiple file uploads
📍 Where It Works
Available in upload dialogs for:
Candidate profiles
Contact profiles
Company profiles
Deal profiles
💡 Why It MattersTime Saving - Update document types for multiple files in one action instead of editing each individually. Better Organization - Quickly categorize uploaded documents for improved file management. Reduced Clicks - Streamlined bulk operations mean fewer repetitive tasks. |
Note: This feature applies to Candidate, Contact, Company, and Deal profiles. Job profiles use a different upload tool and are not included in this update.
✨ Improved Shift Auto-Booking Flow
Seamlessly sync new placements created through Auto-Booking with your Time Management systems, ensuring automatic integration with Timetemp and Fastrack.
👉 What's New
Time Management Setting Inheritance
New placements created via Auto-Booking from Shift Scheduler now automatically inherit the Time Management setting from the Job Template, instead of defaulting to Manual.
Automatic System Sync
When Auto-Booking is enabled and a candidate accepts a shift, the system automatically syncs the placement to:
Timetemp
Fastrack
Both systems (if configured)
Enhanced Error Handling & Notifications
If sync fails due to API errors or misconfiguration:
Email notifications are automatically sent to the user who sent the invitation
New email template management system (19.8) with default templates for sync failures
Administrators can customize email subject, content, and sender name
Smart Template Configuration
Placements now follow the Job Template's Time Management configuration (Timetemp, Fastrack, Timetemp & Fastrack, or Manual) rather than ignoring these settings.
📍 How It Works
Job Template Setup - Configure Time Management settings in your job templates
Auto-Booking Enabled - When a candidate accepts a shift with Auto-Booking ON
Automatic Sync - Placement syncs to the configured time management system(s)
Failure Alerts - Receive email notifications if sync fails for immediate action
💡 Why It MattersAutomated Compliance - High-volume hiring scenarios (like booking 50 nurses) sync instantly to Timetemp with immediate alerts if any fail. Reduced Manual Work - No more manual intervention required to sync placements with time management systems. Improved Reliability - Proactive failure notifications ensure issues are addressed before payroll runs. Seamless Integration - Placements automatically appear in your existing time management workflows. |
This enhancement is particularly valuable for agencies managing large-scale temporary staffing with integrated time tracking requirements.
✨ EVO - Content OptimAIser
Harness the power of AI to optimize your email content and candidate briefs with our new Access EVO integration.
👉 What's New
AI-Powered Content Optimization
New "Access Evo Optimizer" button appears when composing:
Templated Emails to candidates and contacts
Candidate briefs
New emails from the Email tab
Pre-defined and Custom Prompts
Select from admin-configured prompts for consistent messaging. Access this by going to Admin Settings > Access Evo Settings
Create custom prompts with your own instructions
Generate optimized content with a single click
Smart Content Generation
AI preserves HTML formatting and wildcards where possible
Re-generate content if the first result isn't quite right
Save optimized content directly to your email or brief
Admin Prompt Management
Administrators can create, edit, and delete prompts from Settings > Access Evo Settings
Standardized prompts ensure consistent brand voice across your team
📍 Where You'll Find It
Access Evo Optimizer appears in:
Email tab (new email creation)
Contact Actions > Email
Candidate Actions > Email
Email addresses in candidate profiles
Candidate brief creation
💡 Why It MattersProfessional Communication - AI-optimized content ensures your emails are clear, engaging, and effective. Time Efficiency - Generate polished content faster than writing from scratch. Brand Consistency - Admin-defined prompts maintain your company's communication standards. Flexibility - Choose between standardized prompts or create custom instructions for specific needs. |
Note: You must create initial content before using EVO Copilot to optimize it. HTML formatting and wildcards are preserved in most cases, though some prompts (like translation requests) may affect formatting.
✨ Original Start Date in Placement Details
Track candidate tenure across multiple renewals with the new Original Start Date field, giving you visibility into total time worked.
👉 What's New
Original Start Date Field
Non-editable field showing when a candidate first started working for a job
Automatically pulls from the first active placement (ignores cancelled placements)
Shared across all renewals for the same application
Time Since Started Calculation
Displays "[X] days" for candidates who have started
Shows "Not Started" if the original date is in the future
Auto-calculates based on the original start date
Smart Logic Handling
If the first placement is cancelled, uses the next active renewal's start date
Updates automatically if the original placement's start date is edited
Handles future dates and DST changes accurately
📍 Where You'll See It
New fields appear in:
ATS chevron view
Placed & Renewals chevron
Job Profile > Placed & Renewals chevron
💡 Why It MattersTenure Tracking - Quickly see how long candidates have worked across renewals for promotions or benefits eligibility. Compliance & Reporting - Verify continuous service duration for labor law requirements and auditing. Renewal Decisions - Assess contractor longevity before extending contracts. Performance Management - Reference original start dates during performance reviews and evaluations. |
These updates represent our ongoing commitment to making Vincere more powerful and user-friendly. Each enhancement is designed to save you time and improve your recruitment workflows.
For detailed setup instructions and additional information about any of these features, please visit our Help Center or contact your Customer Success team.