Release Date: Thursday 20th November 2025 Downtime: Not required |
Our product team continues to deliver powerful new features and productivity enhancements—making Vincere smarter, faster, and more efficient.
Vincere Core Updates:
Intelligence Updates:
Keep scrolling to find out what's new ⬇️
Vincere Core Updates:
✨ Field-Level Security for Sensitive Candidate Data
You can now protect sensitive candidate information with field-level security controls, ensuring only authorized team members can view or edit confidential data.
👉 What's New
Mark Fields as Secured
Custom fields and UK onboarding fields can now be marked as "secured" in your Field Configuration settings, automatically masking sensitive data for unauthorized users.
Settings > Field Configuration > Candidate Fields > Custom Fields – toggle the "Secured Field" option for any custom field you want to protect.
Granular User Permissions
Control exactly who can view or edit secured fields through Settings > User Management > [Select User] > Permissions:
View sensitive data – allows viewing secured field values
Edit sensitive data – allows editing secured field values
Permission-Based Field Access
No Permission: Fields display as masked (••••) throughout the system, including exports. Users cannot search within or filter by secured field values.
View Only: See actual values but cannot edit (fields appear greyed out). Can search and filter by secured fields.
Edit Permission: Full access to view and modify secured data with full search and filter capabilities.
Preserved SmartViews and Search
Your existing SmartViews continue working seamlessly; secured columns simply display masked data for users without appropriate permissions. Column selections and saved views remain intact.
💡 Why It MattersStrengthen data protection and GDPR compliance by restricting access to sensitive information like National Insurance numbers, banking details, DBS checks, and passport information. Role-based security ensures finance teams can process payments, compliance officers can manage background checks, and recruiters can work effectively—all with appropriate access levels. Maintain workflow efficiency while securing data—no disruption to existing SmartViews, searches, or team processes. |
✨ Invoice Scheduling Now Available for Closed Retained Jobs
The Invoice Schedule button is now enabled for closed retained jobs, giving you flexibility to manage invoicing even after job closure.
👉 What's New
Access Invoice Schedules After Closure
You can now edit compensation tranches or add new invoices for retained jobs even when they're closed—simply access the Compensation & Fee section and use the Invoice Schedule button.
Complete Financial Workflows
Schedule final invoices, make adjustments, or set up follow-up payments without needing to reopen the job.
💡 Why It MattersStreamlined billing workflows for retained search assignments where invoicing often occurs after job closure. Greater flexibility and reduced complexity—manage all client payments and invoicing directly from closed jobs, especially useful when jobs cannot be reopened. |
✨ Enhanced Email Template 14.5 with Additional Wildcards
Email template 14.5 now supports 10 additional wildcards, bringing it to feature parity with template 2.21 for more personalized invoice communications.
👉 What's New
Expanded Wildcard Support
Template 14.5 now includes:
#AccountName#
#CandidateLastName# and #CandidateFirstName#
#JobTitle#
#JobOfferDetails#
#CompensationInfo#
#PlacementBookFee#
#PlacementMarginPercentage#
#CompanyClientDetails#
#YourCompanyDetails#
Automatic Data Population
When sending invoices, wildcards automatically populate with the relevant information, with empty fields displaying appropriately based on your system configuration.
💡 Why It MattersReduce manual data entry and minimize errors with automated data population. Create more professional, detailed invoice communications that include all relevant placement and compensation information. Consistent functionality across invoice templates for a streamlined user experience. |
Intelligence Updates:
✨ Sortable Job Site Location and Site Manager Fields in Temps & Contractors Active Drilldown
Two new sortable fields—Job Site Location and Site Manager—have been added to the Temps & Contractors Active Drilldown dashboard, making it easier to organize and manage workers across multiple sites.
👉 What's New
New Sortable Columns
The Active Drilldown now displays:
Job Site Location – the physical location where temps or contractors are placed
Site Manager (Report to) – the contact person responsible for the placement
Alphabetical Sorting
Click either column header to sort alphabetically (A–Z or Z–A), helping you quickly batch and organize placements by location or manager.
Export-Ready Data
Both fields are included in exported data, maintaining consistency between your dashboard view and offline analysis.
💡 Why It MattersStreamlined multi-site management when overseeing workers across various locations—organize placements in logical batches for easier coordination. Efficient communication planning by quickly identifying all workers reporting to a specific site manager, enabling batch status updates or targeted outreach. Better operational visibility without manual filtering or switching between multiple system views. |
✨ Intermediaries Report: Invoice Date-Based Period Inclusion
The Intermediaries Report now determines which temp workers appear in each reporting period based on invoice dates rather than placement end dates, improving compliance accuracy for UK quarterly submissions.
👉 What's New
Invoice Date Logic
Workers are now included in the reporting period when their invoices are issued, not when their placements end—ensuring accurate reflection of actual financial activity.
Correct Period Assignment
Workers whose placements end in one quarter but are invoiced in the following quarter now appear in the correct tax period automatically.
Reduced Manual Corrections
No more manual adjustments needed when handling placements that end near quarter-close dates.
💡 Why It MattersImproved HMRC compliance by aligning reporting with actual payment activity rather than contractual end dates. Eliminate compliance gaps created by timing differences between placement endings and invoice issuance. Audit-ready reporting with consistent, invoice-based inclusion logic that supports regulatory requirements. |
✨ Intermediaries Report: Automatic Exclusion of Zero-Amount Records
The Intermediaries Report now automatically excludes candidates with zero amounts paid, eliminating manual data cleaning before HMRC submissions.
👉 What's New
Automatic Filtering
Candidate records where "Amount paid for the worker's services" equals zero are automatically excluded during report generation.
Ready-to-Submit Reports
Export reports that are immediately ready for HMRC portal submission without manual review or data removal.
Streamlined Workflow
No more manual identification and removal of zero-amount records before submission.
💡 Why It MattersSave time by eliminating manual data cleaning steps before quarterly submissions. Improve submission accuracy by ensuring only valid, paid-worker records are included. Reduce compliance risk from manual oversight or incorrect data submissions. |
✨ Intermediaries Report: Automatic End Date Clearing for Extended Placements
The "End date of engagement" field now automatically clears when a placement extends beyond the tax period, ensuring HMRC compliance without manual adjustments.
👉 What's New
Intelligent Date Handling
When a placement's end date falls after the reporting period, the system automatically displays the field as blank in the Intermediaries Report.
Compliant by Default
Placements ending within the tax period continue to display their end dates normally—only extended placements are affected.
No Manual Corrections Needed
Reports are automatically HMRC-compliant and ready for direct submission.
💡 Why It MattersAutomatic HMRC compliance without manual intervention or post-processing. Submission-ready exports that meet regulatory requirements immediately. Reduced risk of compliance gaps caused by manual errors or oversight. |
✨ Enhanced Candidate Fields in Goals & User Engagement Drill-Down Logs
Both Goals Dashboard and User Engagement Dashboard Drill-Down Log – Candidates sections now include essential candidate information, enabling efficient outreach directly from dashboard data.
👉 What's New
Comprehensive Candidate Details
Drill-down logs now include:
Candidate contact details (phone, email)
Candidate status
Recent activity information
Current role details
Available in Dashboard and Exports
Access all follow-up information within the User Engagement Dashboard's Report Data section, or export data for offline workflows.
Follow-Up Ready
All information needed to initiate candidate outreach, schedule interviews, or conduct status checks is now available in one place.
💡 Why It MattersConduct timely follow-up without switching systems—identify candidates with recent activity and reach out directly from dashboard data. Prioritize efficiently using candidate status to focus on those requiring immediate attention. Streamline batch workflows by integrating exported candidate data directly into communication platforms or CRM systems. |
✨ Enhanced Contact Fields in Goals & User Engagement Drill-Down Logs
Critical contact information—job title, last activity date, phone number, and email address—has been added to Drill-Down Log – Contacts sections in both dashboards.
👉 What's New
Essential Contact Details
Drill-down logs now include:
Job title
Last activity date
Phone number
Email address
Integrated Dashboard Access
View contact information directly within the User Engagement Dashboard's Report Data section, reducing system navigation for follow-up activities.
Export Consistency
All fields are included in exported data from both dashboards for offline analysis and bulk workflows.
💡 Why It MattersEnable scale-based outreach with comprehensive contact information readily accessible from dashboard data. Improve engagement targeting by referencing last activity dates to identify contacts needing re-engagement or those with recent interactions. Work more efficiently without manual lookups, profile switching, or opening individual contact records. |
✨ Refined Job Fields in Goals & User Engagement Drill-Down Logs
Drill-Down Log – Jobs sections now include Job Status and Contact Name/ID while removing non-essential columns, focusing on information critical for follow-up workflows.
👉 What's New
New Fields Added
Job Status – immediate visibility into job viability
Contact Name/ID – identifies the appropriate contact for outreach
Streamlined Data
The "Active Candidates" and "Active" columns have been removed to reduce unnecessary data and focus on follow-up essentials.
Cleaner Exports
Exported data includes only relevant information, supporting better decision-making without distracting details.
💡 Why It MattersQuick job assessment to identify active opportunities and those requiring follow-up or closure. Eliminate ambiguity about which stakeholder to contact regarding each job—no manual research needed. Prioritize effectively using job status and activity metrics to focus on high-value opportunities. |
For detailed setup instructions and additional information about any of these features, please visit our Help Center or contact your Customer Success team.