Freshteam Release Notes 2022

Introducing Candidate CRM for sourcing and nurturing candidates

Category: Recruitment

What

With our all-new Candidate CRM, you can now start using the ATS for passive candidate sourcing and nurturing. 

Why it matters

It helps you elevate your game with a powerful chrome plugin to capture details of passive candidates, a robust ‘outbound leads’ dashboard view to track and follow up with passive candidates, and UI enhancements to make the hiring pipeline for each job, more seamless and intuitive.

Highlights

• Introducing new "Leads" stage to capture passive candidates

• Renamed the existing "Sourcing" stage to "Applicants"

• Updated default hiring stages and substages

• Introducing new filter 'last contacted'

• Bulk transition of candidates across stages

• Email outreach to passive candidates

• UI/ UX enhancements

Learn more about Freshteam’s Candidate CRM

Our new & useful integrations line up

1. Freshteam integrates with Slack 

What

Freshteam now integrates with Slack to break the HR silos. This integration helps teams complete approvals on time & leave no resume unturned.

Why it matters

HR teams can ensure timely internal collaboration with proactive Slack reminders. Critical notifications are more accessible to recruiters now, enabling them to communicate with candidates in real-time. They can further submit interview feedback directly from Slack.

Highlights

• Instantly receive notifications related to interviews getting scheduled or canceled

• Get notified whenever your team members are applying for time off

• One-click approval to avoid any possible delays for time off requests

• Interviewers can submit feedback instantly after the interview through Slack reminders

Learn more about 

1. Integrating your Freshteam account with Slack

2. Tracking interviews & submitting feedback with Slack

3. Applying time-off using Slack

2. Freshteam integrates with VerifiedFirst

What

Recruiters can do complete, fool-proof background verification of both candidates & existing employees with this simple-to-use integration.

Why it matters

Background checks are a no-brainer with this integration now. With the focus on creating a safe environment for employees, a tool like this is becoming important globally.

Highlights

• One-click integration 

• You can easily order, review, and manage Verified First's background screening solutions

• Candidate information from Freshworks is passed through to the Verified First app, reducing duplicate data entry

• The secure integration mitigates risk for compliance errors

Learn more about

1. Freshteam <> Verified First Integration
2. Video guide on the integration

3. Freshteam integrates with Jibble 2

What

Jibble 2 is the new standard in employee time tracking.

Why it matters

Jibble 2 is a free time clock app. Track when your staff are at work for payroll, attendance and projects. These can then be used to generate automated timesheets and powerful reports.

Highlights

• Track when your staff is at work for payroll, attendance, and projects

• Staff clock in and out using mobile, tablet, web, MS Teams, or Slack, and can use biometric recognition and GPS location. These can then be used to generate automated timesheets and powerful reports

• Jibble 2 can be used for construction, manufacturing, retail, F&B, remote work, startups, field services, healthcare, agencies, education, office-based companies, and other industries

Learn more about

1. Freshteam <> Jibble 2 Integration
2. Marketplace Listing

4. Freshteam integrates with 15Five

What

The 15Five app for Freshteam provides seamless integration between your favorite HRIS and performance management tool.

Why it matters

15Five is a robust performance solution for HR leaders that’s easy to use for employees. It’s a richly integrated, evidence-based approach to employee engagement and performance management. 

Highlights

• Sync employee data (new employee, updated employee, terminated employee) from Freshteam to 15Five in real-time

• Automatically onboard a new employee onto 15Five when they’re onboarded onto Freshteam

• Show employees their 15Five Objectives, Pulse Ratings, Reviews, and High Fives within their employee detail page in Freshteam

Learn more about

1. Freshteam <> 15Five Integration
2. Marketplace listing

Onboarding module, now plays a more prominent role

Category: Employee Module

Onboarding Specialist Role

What

Gives a smooth new hire experience by assigning an Onboarding Specialist.

Streamline your new hire onboarding process with Freshteam’s newly introduced user role called “Onboarding specialist”. 

Why it matters

HR teams can now create a dedicated 'Onboarding specialist’ role and provide them with necessary access to employee data. Any sensitive employee information such as compensation, time off, etc. is off-limits to onboarding specialists.

Highlights

• Carry out tasks such as managing and sending the welcome kit

• Configuring the new hire form

• Initiate the onboarding checklist

• Validate new hire details

• Can’t access sensitive employee information including time-off, compensation, and team workflows of any employee

Learn more about the new Onboarding Specialist Role

New Hire Form

What

Effortless onboarding is possible now with our extensive 'New Hire Form' to gather all important information from candidates during onboarding. This is possible given the information filled in the New Hire Form would automatically get populated into corresponding fields of the Employee Record once they join these candidates become employees.

Why it matters

This is possible given the information filled in the New Hire Form would automatically get populated into corresponding fields of the Employee Record once they join these candidates become employees.

Highlights

• Empower your onboarding coordinators to capture relevant personal and professional information of candidates

• Easily configure the form fields as per your company guidelines

• See a live preview of the form and roll it out to new hires

• Locking the Payroll data

• Collect the key data and documents required for onboarding in one place

Learn more about Freshteam’s New Hire Form

Time-off management for immediate approvals & reliable records

Category: Employee Module

What

Freshteam’s extensive time-off management system is as a one-stop platform to manage your company’s

leaves and holidays.

Why it matters

Enable your employees to track their time off and monitor the balances on their own, without the intervention of your HR team. In Freshteam, you can get key insights into employee time off trends and stay on top of everything related to time off management.

Highlights

• Personalize time off policies and holiday calendars for your team's needs

• Enable different leave types for your teams to choose from

• Manage your company's time off balances and accruals in one place

• Set up one-touch time off application and no-touch approval process

• Configure custom notifications for time off updates to the team

• Automate out-of-office emails through a calendar-sync

• Enable ‘apply time off’ on the go through the web and mobile applications

Learn more about

1. Freshteam’s time-off management
2. More on benefits of Freshteam’s time-off

Debut of the Pre-payroll capability

Category: Employee Module

What

An user-friendly process in place to export your Employee Payroll data to be shared with your payroll provider

Why it matters

Turn this complex, time-consuming process into an efficient, automated flow of information directly from Freshteam to the payroll provider. 

• One single source of truth for Payroll information (no double entry)

• Minimize errors and risks while dealing with compensation data. 

• Significant cost-saving advantage on the time an HR Manager will spend. 

Highlights

• Adding the Payroll data to the employee profiles

• Reviewing the Payroll data preview

• Making updates to the payroll data in the employee profiles (if required)

• Locking the Payroll data

• Generating the final file with the Payroll content. 

Learn more about Freshteam’s Pre-payroll

New & configurable home screen dashboard for better team insights

Category: Employee Module

What

Our recently launched new home screen gives a complete glimpse of all HR-related updates and action items in one place. 

Why it matters

Recruiters can now have a consolidated view of their hiring & onboarding pipelines. They can equip employees to have quick access to upcoming holidays & planned leaves besides being able to apply for time off in a few clicks. It doesn't stop there. Check the highlights to know more.

Highlights

• ‘My priorities’ section shows all your key tasks for today and your pending tasks 

• Keep track of your upcoming holidays, quickly apply for Time off in a few clicks and check your upcoming applied leaves 

• Get to know who is on leave and when they are back so you can plan your work much better 

• Track the status of your referrals to know which stage they are in the hiring process 

• Get a high-level snapshot of your hiring and onboarding pipelines

• View your teammates’ birthdays, and work anniversaries, and get to know new hires

Learn more about

1. Freshteam’s home screen dashboard
2. Video guide to understanding the new home screen

Launching our powerful HR reports & analytics

Category: Employee Module

What

With the all-new Report Builder experience in Freshworks Analytics and by extension, Freshteam, users can build reports seamlessly with fewer clicks and transitions.

Why it matters

The new UI is frictionless and includes a host of enhancements that will make filtering, navigation, and the overall experience simpler and faster.

Highlights

• Build reports faster within a single pane

• Slice and dice with ease right from the reports page

• Collaborate seamlessly by exporting or scheduling a widget

• Navigate effortlessly between reports and get contextual information

• You can now create reports in under 5 clicks as compared to the earlier 10+ clicks

Learn more about

1. Freshteam’s reports & analytics
2. Video guide to understanding Freshteam's reports & analytics

Brand new home screen & other enhancements to Freshteam Mobile App (iOS & Andriod)

Category: Mobile App

What

Stay organized, and well-informed with the latest enhancements to Freshteam Mobile App. 

Why it matters

Let your teams apply for time off on the go, view org charts and employee information, and conduct interviews  - directly from the mobile app. Always be in the know - track important events such as birthdays or anniversaries and build a positive connection with your team. 

Highlights

• Hire talent from anywhere and everywhere

• View the upcoming interviews for the day and any pending tasks on the mobile home screen

• Join interviews, make notes and submit interview feedback from the mobile app

• Recruiters & hiring managers can access interview kits from the app

• View org. charts & update employee information

• Call & email colleagues right from the app

• Apply for time off on the go

• Approve time offs in no time. Swipe right to quickly approve a time off request.

• Teams can plan their vacations well by accessing upcoming holidays 

• Reach out to any employee by searching for them on Freshteam Mobile App. Send an email or call them directly from your mobile. 

• Add name pronunciation capability for your employees’ names on the mobile app & avoid mispronouncing your colleague’s name. 

Learn more about

1. Freshteam’s mobile app
2. More on Freshteam’s mobile app use cases