Welcome to your new Eploy!

The development team in the Eploy Labs have been hard at work adding a suite of enterprise-class features, controls and optimisations to your new Eploy system. The latest Eploy update also provides a springboard for many exciting new features we have in the development pipeline.

First though, a quick update on our release process. This new version has taken a while. There is a good reason for that. We wanted to deliver a rock-solid platform that enables you to completely control your data - who can access it, work with it and manage it. Data protection and security are of utmost importance. So we needed to get it right, which has meant countless hours, weeks, and months of testing, as you would expect. But we got there!

In addition, we now have a platform for rapidly accelerating our roadmap. From now on, we are aiming to deliver updates more frequently to ensure there’s a constant stream of new features throughout the year.

So with this major update, you now have a super-granular data access control system that makes it easy to manage roles, users, groups and their permissions. Plus a significant overhaul of the core system interface, a clean, fresh design built for productivity. We are also delivering many optimisations that improve system performance. Alongside this, you’ll find new features, improvements, and integrations that will keep Eploy at the heart of your online recruitment strategy.


NEW! Enhanced Access Control Layer

Enabling greater record and field-level access privileges ensures users can only view and/or work with the specific data necessary according to their role. For example, to facilitate sensitive job management and succession planning etc. Including:

Permission Groups:

Permission Groups enable you to define the record types (companies, vacancies, candidates etc.), Eploy system features and functionalities that groups of users can work with. Permission Groups also enable you to control the types of activities users can perform, such as Create, Read (view only), Update and/or Delete data.

Field Access Groups:

By creating Field Access Groups, you can define the Fields within your Candidate, Company, Contact & Vacancy records that a member of a Field Access group can work with. For example, in the Candidate record, you may wish to give some users access to all of the fields while other users may not access sensitive personal information - such as Bank details. Similarly, in the Vacancy record, you may for example, have some users who you don’t want to view the vacancy’s salary details.

Data Access:

The new Data Access layer enables you to define, at a high level, what data a user can access. Primarily this is useful for multi-company environments where group companies share a single Eploy system. In this example, you can create Data Access layers to define whether users (or groups of users) in Department A can also access records in associated company B. Data Access layers are highly configurable, such that you can add filters to restrict access further. For example, Department A users may be able to access Department B vacancies - but only those vacancies within a specific location etc.


User Roles:

With the ability to define user permissions, field and data access to such a granular degree, we are also introducing Roles to make managing this increased flexibility much easier. You can create as many Roles as your business requires, and for each role, you can set their Permission Groups, Field Access Groups and Data Access Layers. By adding a user to a role, they will inherit the data, field, and permissions associated with the role, making it easy to update permissions and access levels - with all changes instantly rolled out to the correct users.

You can also assign users to multiple roles, with the ability to easily switch between roles. From a security perspective this can be particularly beneficial, allowing an administrator to login to their admin role when they need to perform admin tasks, and then switch back to their day-to-day role when they don’t need to access any admin features of the system.

User Interface Improvements

As part of our commitment to continuous improvement in usability, we have updated the core system user interfaces to make it easier to view and work with your candidate, contact, company and vacancy records.

Menu Bar

We’ve improved the main menu bar in the core Eploy System; the ‘+’ button now enables you to quickly create a vacancy either from a template, a previous vacancy, or just starting from fresh, as well as create any other new records.


Grid Views

The grid (simple) view of records, like vacancies, has been refreshed with a new, cleaner user interface.


Detailed Views

You can switch from Simple to Detailed view using the new ‘Views’ picker. Detailed view has also been
improved, with access to ‘View Live’ and ‘Pipeline’ available within each record. Also, we’ve made it easier
to perform key tasks on each record in the Detailed view, including sending emails, SMS, viewing on a map, displaying the route, editing and adding actions, call logs and other activities. All of these are now available as buttons within each record.

Also, when working on vacancies in the Detailed View, you can post to your preferred Job Boards without having to go to the Vacancy Summary first.

Summary Views

We’ve redesigned Summary Views to make them much more straightforward and easier to work with within the new UI. We’ve reduced the tabs to a single row and provided a quick access menu on the left
to help find and edit the relevant data. We’ve added an enhanced activity stream to the screen’s right,
giving you a helicopter view of the conversations and correspondence that have recently taken place. You
can filter on multiple activity types, quickly add new activities, and we’ve added a ‘Go To’ button to give you rapid access to specific activity types, including Call Logs, Correspondence, Applications and more. 


The Activity Stream also includes ‘infinite scroll’, meaning you are no longer limited to seeing the most recent conversations, just scroll down for more!

Add New Vacancy

We’ve improved the Create New vacancy feature in the core Eploy System, making it easy to create a new
vacancy from a template or previous vacancy.


Advertising Control

We’ve added a new Advertising control when working on a vacancy, making it quick to set your advertising preferences for the job you are working on, including updating advertising dates, positions available and more.


Vacancy - Tab View Change

In keeping with the new UI, we’ve refreshed the Vacancy Screen, replacing the old tabs with a new, sleek pipeline control.


Application Dialog - Status Updating

We’re always looking for ways to increase productivity, analysing every click to see whether it is essential. That’s why we’ve improved status updating in the Hiring Manager Portal and core Eploy System. So, now when a hiring manager needs to, say, proceed a candidate to offer, and there is only one potential option for updating the status (e.g. Create Placement) Eploy will simply pop up the Create Placement form!

Dashboards, Metrics & Reports Enhancements:

You can now add ‘Positions Open’ to your dashboard widgets. ‘Positions Open’ is most useful where you have a vacancy with, say, 10 available positions but you have already filled 2 – in other words, you still have 8 ‘Positions Open’. Display the information in a SnapStat so you can instantly see how close you are to filling the jobs.


Authorisation Workflows

When creating a metric, you can now use the Authorisation Workflow name. A prime example of how you might use this is creating a Time to Authorise metric, which calculates the average time it takes for a vacancy to be authorised, helping you identify any authorisation workflows that consistently have bottlenecks.


Current Workflow Stage

The Current Workflow Stage, i.e. the latest stage in the process that an active application has reached, is now available within all relevant Eploy Reports (Vacancy Tracker, Candidate Tracker, Time to Hire & the User Activity Export) as well as within Metrics.

User Activity Export Report Enhancement

You can now see status history comments within the User Activity Export report.

Cookie Management*

We are introducing a new Cookie Management feature for Eploy-powered Career Sites. The new Cookie Manager lets you give candidates fine control over their consents for using cookies when visiting your site.


You can categorise your Cookies as:

  • Functional – those that are strictly necessary to ensure that your careers site delivers information
    securely and optimally
  • Performance Cookies – those which you may use to help monitor visitor behaviour on your
    careers site and optimise its performance
  • Targetting Cookies – those that are specifically designed to gather information from your visitors.
    Targetting cookies can then be used to target visitors with advertisements either on your site or
    other sites and social media platforms.

When a candidate visits your site, they can easily set their cookie preferences, accept them all, or select the categories of cookies that they are comfortable with giving their consent. Of course, they can also change and update their cookie preferences at any time when accessing your site.

Discover & Flows Enhancements

Custom Knock-out Questions

We’ve added the ability to include custom knock-out question sets within your Application Flows. In Discover, you can create additional, per job questions or choose from previously created question sets that the Application Flow will automatically include.


Other Enhancements

Vacancy – Additional details

You can now add additional Locations, Industries & Positions to your vacancies, this can be used when you have, for example, a vacancy with multiple or flexible locations like home-working. Candidates can search for jobs on your careers site using these fields so they won’t miss out on potential opportunities.


Also, your Job Alerts will automatically consider any multi-location or flexible vacancies so that alerts are sent to the right candidates. As a recruiter, you can also search these fields within Eploy’s Quick Match tool to find suitable candidates matching your vacancy criteria.

Logged in User filter

We’ve added a bunch of new filters to help you work with your data. For example, you can now search and save searches using the ‘logged in user’. This means that when a user runs a saved search, they will see their data (e.g.: ‘My Vacancies’).

Logged-in User’s Company filter

Similarly, this new filter will search for the logged in user’s company and use its’ hierarchy. For example, to check the vacancy’s associated company against the logged-in user’s company.

‘Active’ Pickers

We’ve added the ‘Active’ option in the pickers for all main record types (Candidates, Contacts & Companies) previously, this was only available in Vacancies…we liked it so much we added it to the rest!. By selecting the ‘Active’ options, Eploy will filter the picklist to active records only.

Job Feeds - Remote Working

We’ve added a new field to the Locations list called ‘Location Type’ which includes an option for ‘Fully Remote / Home Working.’

Vacancies flagged with a location that has the ‘Fully Remote / Home Working’ location type will be marked as such for Indeed and Google for Jobs feeds.

Workflow Enhancements

When you move an application from one vacancy to another, current actions will move along from the original vacancy to the new one.

Video Interviewing Enhancements

Candidates can now view their video if it is processing. They can also choose to enter upload mode themselves if their webcam doesn’t appear to work.

API Enhancements

We’ve extended the Eploy API so that it now includes endpoints for Time Sheets and Application History. We’ve also added Duplicate Checking to the Import API. Eploy API documentation is available at:


We welcome on board two new integrations into the Eploy Marketplace:

Assess First


AssessFirst is a solution that allows you to grow your business, by recruiting the right people. With AssessFirst, you’ll know who your candidates really are, beyond their resume. Once they’ve completed their AssessFirst profile, you’ll find out what they can do, what really motivates them, as well as the way they behave.




Experian’s online screening process is simple, fast, efficient and cost-effective. Experian provide both Background and Right to Work checking



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