If a relationship is deleted and a new one is created between the same people, the old one is automatically restored, preserving meeting history and context.

Until now, the only way to give someone visibility of a Coach relationship was to share each one individually. We listened to your feedback - those in Ops and HR roles often want visibility of every relationship across the org.

Org Shared fixes this: an admin can grant selected users or teams full visibility of all Coach relationships in their org.
​
How does it work?

Those with Org-shared access can:

Cannot:

Find a how-to guide ➡️ here.

It's now possible to pre-set the job status filters applied in the Coach Job Pipeline widget, helping where poor CRM hygiene was blocking adoption.

In Platform Settings > Job Pipeline, you can now set the default filters applied within Coach.

You can now see the Job Pipeline directly inside Coach. No more switching between the meeting and a separate dashboard tab.

The pipeline block shows:

All of this is taken into account by the AI Summary.

A couple of things worth knowing:

Find out more ➡️ here.

Previously, agenda items were a single global concept; every meeting type shared the same standing agenda.

Now each meeting template carries its own agenda items, so managers can run different meeting types with different agendas. For example: a set structure for weekly 1:1s and a different set structure for quarterly reviews.

Key change: The standalone Agenda templates setting is gone. Agenda items are now edited inside each meeting template.

You can now split participants within a single League into brackets each with their own set of metrics and scoring rules.

This means different teams or roles can compete in the same league, but be scored on what's actually relevant to them. One league, fairer competition.

Example use case: A recruitment firm running both perm and contract desks. A contract consultant might send multiple CVs a day; a perm consultant may send a few in a whole week. Awarding the same points for CVs Sent would always favour the contract team. Brackets fix this: each group is scored independently.

Leagues can now be set to private. A private League can only be viewed by:

TVs continue to display all leagues regardless of the setting.

Top-level Dashboard filters now flow through to Report, Chart and Job Pipeline filters: a long-standing limitation that's now resolved.

When you set a filter at the top of a Dashboard (such as entity or date), all Report, Chart and Job Pipeline widgets on that dashboard will reflect it automatically.

With most platform settings now living in one place, the navigation has been reshuffled to match. What's changed:

Permission visibility has not changed; you can only see items you have permission to view.

Date and time settings now live on their own dedicated page in Platform Settings, making them easier to find. The page currently includes:

For teams that work a standard Mon–Fri week but occasionally log activity on weekends, that weekend activity previously wasn't counted towards targets.

A new toggle in Platform Settings > Dates & Times resolves this. When enabled, weekend activity is included in date-range calculations, but Expected Performance indicators continue to be based on the working week, so your pacing isn't affected.

Admins can now enforce Single Sign-On for their org. When enabled, only the SSO login option is shown. All other login routes are hidden.

This is especially useful for organizations that need to satisfy MFA requirements (such as Cyber Essentials certification) and already use Microsoft Entra ID or Okta.

The Metrics page has been refreshed with a new and improved version.

You can now see where a Report or Chart is used elsewhere on OneUp, through a

button next to the report, in the Report Managet. This includes whether it's used in: Automations, Dashboards and TV Slideshows.

The addition means easier management of content throughout the platform, as you can see what depends on what.

The Email Data Report automation stage now lets you pick the format of the attached report. Until now, every emailed report went out as XLSX only.

There are now 3 options: Excel (XLSX), CSV, and PDF.

XLSX remains the default option.

Job Pipeline has always filtered on an ownership basis, showing jobs based on who owns them in the CRM.

You can now filter on an activity basis instead, showing jobs based on who is actively working them. Both options are available.

This makes Job Pipeline more useful for 360° recruiters, BD, and delivery roles where ownership and activity don't always align.

Previously, value filters applied to a report pivot (such as "greater than 50") only affected what you saw on screen. Exported files ignored those filters.

Now exports match the view. Whatever value filters are applied when viewing a report, the exported file reflects the same filtered data, including the summary row.

Two new filters in the TV slide selector make it easier to manage your slideshow content:

Both counts update live as you make changes, so you always have an accurate picture of what's in and what's spare.