The latest Panther Software release is live, packed with updates designed for temporary recruitment agencies. From simpler client setup and smarter booking workflows to clearer GP reporting and better data management.

This month, we're excited to announce the launch of two major new features: the Tasks & Reminders Module and the new “Compliance by Checks” View.

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New Tasks & Reminders Module

We’ve introduced a brand-new Tasks & Reminders module, which becomes the default screen when users land in Panther via the Home icon. It provides a central workspace for managing internal activity, while the existing Dashboard remains available as a separate Dashboard tab. Incomplete tasks and due reminders are badged individually, and their totals combine to badge the Home icon so urgent work is always visible at a glance.

Tasks

The Tasks area provides structured inbox views for Incomplete, Completed, Archived and All tasks. Incomplete tasks are automatically badged when due, and users can filter, search and organise work using sortable list views with priority colour coding and quick links to related records.

Users can create detailed tasks with type, priority, start and due dates, reminders, notes and attachments, and tag them to candidates, clients, locations, contracts, contacts, internal users and compliance checks. Tasks can be assigned to one or more users, making it easy to delegate work and collaborate across teams. The system ships with a set of default task types - including Note, Call, Meeting, Message, Email, Interview, Training and Compliance - while still allowing Panther users to add their own task types.

There are new task assigning permissions in internal user records, allowing administrators to control which users each person can view or fully manage. Users may have full access or view-only access to other users’ tasks and the interface clearly reflects these permissions across task lists and popups.

Bulk actions allow users to complete, archive, assign or copy multiple tasks at once. A built-in Task History panel records creation, edits and status changes, giving a full audit trail of task activity. Task data can also be used for internal reporting and performance tracking.

Reminders

The module includes a dedicated reminders workspace with Due, Upcoming and Dismissed views. Reminders automatically trigger when the configured reminder time is reached, and an additional reminder is generated when the task due date and time is hit. Users can snooze or dismiss reminders individually or in bulk, helping them manage workload without losing visibility of important deadlines.

Internal notifications & integration

New automated internal email templates handle Task Assigned, Task Edited and Task Reminder notifications, sent from the task creator to assigned users. Existing reminder buttons on candidate and contact records have been removed and replaced by this unified task workflow.

Together, these features create a powerful internal activity hub for managing to-do lists, call-backs, follow-ups and team responsibilities. The module improves organisation, accountability and reporting, helping users stay on top of work and collaborate more effectively across the business.

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New “Compliance by Checks” View

The Compliance area has been expanded with a new Compliance by Checks sub-tab, alongside the renamed Compliance by Candidate view. The Checks tab acts as a live compliance expiry report that can be filtered in real time and exported based on exactly what is shown on screen.

The screen defaults to Checks and opens with a 30-day expiry slider, immediately surfacing expired, missing and upcoming checks. Users can switch between an expiry date range or slider view to quickly focus on relevant time windows.

The new Checks view introduces a powerful list interface with sortable columns, pinned and hidden column controls, colour-coded compliance tiles and direct document access. As documents, expiry dates and compliance check tags are added or updated, the Checks list auto-refreshes in real time, ensuring the compliance view always reflects the latest underlying data.

A bulk action bar allows users to message candidates directly from selected checks, triggering the Compliance Request workflow and publishing the requested checks to the web app. Search and mega filtering support deep segmentation across identifiers, checks, compliance levels, teams and specialisms.

An Export option allows permitted users to download the filtered Checks view, ensuring reports match the live on-screen results.
Together, these changes create a more interactive compliance workspace, helping users identify risks faster, take action in bulk and manage compliance with greater visibility and control.

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As well as these exciting new features, we've released plenty more updates. These improvements help recruitment teams save time, cut admin and stay in full control of their day-to-day operations.

 

Sub Locations & Contracts in Client Creation

Client setup now supports adding sub locations and contracts during creation or editing. Complex client hierarchies can be built in a single workflow, reducing manual follow-up steps.

 

Client: Document Library

Client front-end records now include a full Document Library, bringing document management in line with the Candidate experience. Users can upload, organise and archive client documents with structured document types and consistent filtering.

A new Client Document Types maintenance table allows administrators to manage document categories, including default system types. Documents can be tagged, filtered and archived, with permissions respecting client view-only access.

 

Message Template Attachments

Message templates now support document attachments that automatically populate in emails. Users can review or remove attachments before sending.

 

Location & Sub-Location Radius Search

Locations and sub-locations can now be searched by radius from a candidate or postcode. Results auto-sort by distance to help users quickly find nearby sites.

 

Candidate Booking Notes

Client, location and sub-location records now include candidate booking notes for shift instructions. These can be inserted directly into message templates for clearer communication. Notes have been renamed to Internal Notes.

 

Front-End Candidate Tab: Mass Export

Users can export filtered candidate records directly from the Candidate tab using radius searches and advanced filters. Permission controls ensure secure access while enabling faster, more targeted reporting.

 

Client Industry Tags and Filtering

New industry tagging adds structured classification and filtering to client records. Users can now segment and search clients more effectively for reporting and organisation.

 

Candidate Application/Onboarding Portal ZIP File Splitting

Portal configuration now includes an option to automatically split imported ZIP files into individual documents. This makes synced files easier to access, organise and manage.

 

Candidate Alias Names

New alias name fields allow alternative candidate names to be stored and displayed system-wide. Aliases are searchable and automatically fall back to primary names when not used.

 

New Message Token: [SHIFTDAYS]

A new [SHIFTDAYS] token displays shift dates only, while the existing [SHIFTTIMES] token shows both dates and times. This gives users a cleaner option when they want to communicate schedules without including time details.

 

Role Permissions Redesign

Role permissions have been reorganised by front-end tabs with clearer access levels and expanded tooltips, making permission structures easier to understand at a glance. Administrators can now configure access more quickly and with greater confidence.

 

New Hotel Mass Import & Export

A new bulk import/export tool for hotels simplifies initial system setup and ongoing maintenance. Large hotel datasets can now be added and updated in seconds instead of manual entry.

 

Enhanced Mass Data Import & Export Across Multiple Record Types

Mass data import/export has been standardised to align fields between settings, records and export templates, improving consistency and reliability when working with bulk data. This update has been applied to: Candidate Specialisms, Candidate Skills, Candidate Compliance Checks, Candidate Compliance Check Dates, Candidate Umbrella Companies, Candidate Limited Companies & Teams, ensuring faster setup and cleaner ongoing data management.

 

Rates Tab Usability Fix

Save and Cancel buttons in the Rates tab now stay visible while scrolling, helping prevent missed actions and making rate updates smoother.

 

Sticky Headers on Front-End Records

Headers, banners and tabs now remain fixed across candidate, client and contact records. This keeps key controls visible while scrolling and improves navigation on long records.

 

Client Document Type Dates Export

A new Client Document Type Dates export has been added to Mass Data Export, allowing users to extract structured client document tracking data into Excel. The export includes document types, issue and expiry dates, last checked dates and audit details.

Formatting improvements ensure clear column naming and correct spacing in exported user names. This makes document reporting more accurate and easier to analyse outside the system.

 

Bookings Tab: Add Shifts from All Booking Users View

You can now add shifts directly from the All Booking Users view on the Bookings tab. The Add Shift popup includes a Booking User field, allowing you to assign the shift to the correct booking user when working outside an individual booking sheet.

This makes it faster to manage shared booking workloads and add shifts across multiple users from one central view. The same functionality also applies to the Add Shift popup on the Availability tab.

 

GP Report Booking User & Resourcer User Filters

The GP Report now includes Booking User and Resourcer User filters in the top black bar, matching the Bookings tab and defaulting to All on load. Shifts are correctly attributed to the booking sheet user and resourcer user, helping users analyse GP by owner and supporting clearer reporting for performance tracking and potential commission calculations.

The layout has also been streamlined for a cleaner, responsive experience with support for team-grouped user dropdowns. Balancing figures for GP adjustments not attached to timesheets will still display where the booking or resourcer user is unknown.

 

New to Panther?

Schedule a demo and see how our recruitment software can strengthen your agency’s workflow, cut admin and improve compliance from day one.