Release notes

Live collaboration lets administrators edit review forms, contributor forms, and reports together, with collaborator indicators, automatic saving, and undo/redo

Review builder supports field comments with threaded replies and emoji reactions

Administrators can save named versions of review, contributor, and report designs and restore an earlier version

Builder change history shows who changed the design, when it changed, and the affected settings, with filters and CSV export

Review builders now include interactive form and PDF previews with sample responses, including AI-generated samples

Review Readiness checks flag configuration issues across workflow, forms, contributor feedback, reports, and emails, including missing or misplaced submit buttons

Review questions can now include optional guidance notes

Reusable master review templates let administrators create new cycles from a saved configuration

A configuration summary and PDF export bring review settings, workflow, forms, and report configuration together for checking and sharing

Review cycles can now allow an employee to complete the same cycle more than once, with separate review histories and only one active review at a time

Administrators can allow employees to start their own reviews and managers to start reviews for direct reports, with eligibility controlled by position, department, and location

Saved AI summaries now have individual controls for generation on future review completions and access by supervisors, secondary supervisors, and leadership viewers

Bulk exports now support contributor feedback reports alongside review reports

Fast Feedback analytics now include employee and manager participation, team and segment comparisons, monthly trends, request completion rates, response times, and pending-request age

Training Diaries can allow multiple categories per activity where no category requires a minimum number of hours, with each activity counted once in overall totals

Super admins can exchange files with Performance Leader through File Sharing, organise them in nested folders, and set expiry dates for automatic removal

The review builder has a clearer outline, searchable element groups, click-to-add controls, easier step and page navigation, and collapsible settings panels

Builder fields and previews more clearly show configured content, visibility rules, references, and rating options

Review administration now has clearer cycle and template actions, folder management, workflow settings, and overview pages

Starting a review or volunteering as a contributor now uses one participation wizard, with workflow details, notification information, and explanations when a review has already been started

Review enrolment now includes custom employee attributes, clearer bulk actions, and restored contributor thumbnails; leadership review search also matches supervisors

Review activity distinguishes participant counts from review counts, and enrolment groups repeated reviews under each employee

Performance Intelligence analytics and Employee Trajectory now distinguish individual reviews, including repeated reviews within the same cycle

AI summary settings now clearly separate saved summaries from Fast Feedback and 360 feedback tools used within review forms

Copying, templating, and transferring review configurations now preserves their AI prompts and summary settings more reliably

Builder saving, connection recovery, and version restoration better protect recent changes and show failures clearly; contributor settings are preserved when forms are edited

Review references preserve their source filters, Past Review Data can hide the original source question, and competency summaries can omit manager ratings

Bulk exports keep repeated reviews distinct, and complete anonymous contributor reports respect configured minimum-response and relationship-merging thresholds

Review Resources now shows the participant's Fast Feedback when another permitted user opens the review

Feedback Assistant more reliably follows contributor question visibility, keeps track of unanswered questions, and preserves navigation and draft revisions

Inline AI responses now have a quick-copy action

Import history now provides clearer row outcomes, field changes, warnings, errors, and downloadable logs across employee, financial, review, and HRIS imports

Import field matching and guidance have improved, including employee attribute mapping during HRIS synchronisation

Training Diary screens, declarations, and exports show all selected categories without duplicating activities or overall hours

Objective exports distinguish objective activity dates from action dates, and review PDFs render contributor rating colours and dots more consistently

Review email templates can be cleared reliably, and notification sender details and footer links have been corrected

Capability ordering, attribute lists, and user editor loading have been refined

Platform security updates strengthen session handling, AI service access, and RemCom audit-log permissions

A person can now be assigned multiple leadership views, each with its own access scope

Administrators can manage leadership access from the user editor

Review participation can now be filtered by progress

Feedback for Good now supports a configurable currency

Engagement heatmaps now scale to participation and activity levels so differences between teams are easier to see

Leadership and direct-report views load more reliably, and disabled leadership templates remain manageable

Review exports now include employee status and time allocation data, resolve employee names, and use firm employee IDs

Review reports handle checkbox values, date-only sections, imported field labels, and completion percentages more accurately

Calculated ratings now apply rating-band boundaries correctly

Review PDF links are available again from user profiles, and PDF lists preserve indentation

Historical Training Diary entries now load for the selected cycle

Read-only objective views now show attachments

Fast Feedback exports include available form data for pending requests

Azure profile-photo synchronisation now handles accounts whose sign-in name differs from their email address and provides clearer progress information

AI summaries now provide clearer guidance about reviewing generated content

Feedback Assistant icons, review action labels and dates, and account settings layouts have been refined

Workday RaaS is now supported for HRIS employee imports and profile-photo synchronisation

Manager review tables now offer more filtering options, clearer participant details, and contributor information on hover

Review AI summary exports now handle standard, custom, and gallery summaries more consistently, with clearer bulk-generation progress

Feedback Concierge has been renamed Feedback Assistant and is easier to find in feedback forms

Engagement overviews and leadership tables now hide unavailable modules and empty sections

Training Diary's Export All Entries action now returns the expected records while respecting administrator access

RemCom calibration charts now use clearer grouped field selectors

PDF exports more consistently use configured terminology

Older V5 review fields convert more reliably

Review self-nomination headings more clearly explain the action being taken

Administrators can download complete anonymous or attributed contributor feedback reports

Competency rating summaries now offer a setting to show or hide weighting information

Feedback Concierge has a clearer conversation flow and more reliable navigation, draft revisions, and speech startup

Reviews can be saved before workflow steps are added, and forms can be used without numbered step headings

Review duplication repairs stale step references and skips emails that no longer belong to a valid step

Contributor rating grids follow the configured relationship order, and contributor selection provides clearer validation

Review data grids display as tables, and contributor PDFs include supervisor details and clearer headings

Review PDFs and migrated field references more consistently respect step visibility rules

Review exports include inactive employees, and user exports always include job titles

Training Diary PDFs include additional activity fields and clearer category and hour summaries, with refined diary settings

Employee review import mappings are grouped more clearly and handle duplicate field mappings correctly

RemCom displays review field values, multiple contributor responses, and imported-field filters more reliably

Financial data editing again respects the user's permitted scope

Objective discovery remains searchable when AI is unavailable; team counts exclude disabled objectives and historical tags remain visible where relevant

AI settings consistently show Add-ons prompts, and attribute popups are easier to use on smaller screens

Excel imports have additional protection against excessively large compressed files

Import history now records created and updated records with field-level changes across employee, review, financial, and HRIS imports

Objective administration exports now include employee IDs

Feedback Concierge has a redesigned conversation and drafting experience, with better use of the supplied feedback context and more reliable voice input

Review enrolment search finds participants more reliably

Contributor forms now exclude AI and Past Review Data fields that are not intended for contributors

Report attribution settings are easier to find, and contributor rating defaults are more consistent

Reviews use customised objective terminology and no longer show misleading required markers on objective blocks

Migrated review text limits now use the correct maximum length

Excel exports handle very long cell content without failing the whole export

Import results distinguish warnings from errors and apply the error-only filter more consistently

Email campaign analytics and test-send logs are more accurate

Attachment actions remain visible and usable

Manage Users now supports filtering by privilege

RemCom contribution lists can now be filtered by completion status

MFA phone-country options have been expanded

Review participant management is consolidated into one place

New contributor feedback fields default to anonymous reporting, while reports preserve the selected attribution setting

Review PDFs show unanswered questions, retain competency-grid ordering, and remain available when the cycle has been completed

Converted V5 rating grids export more reliably, and legacy objectives appear correctly in reviews

Objective exports include custom fields and relevant inactive alignments; alignment changes update correctly within reviews

Leadership views more consistently use customised labels

Disabled contributor requests are hidden, and review AI processing more carefully selects the relevant contribution content and active summary prompts

Form builder text limits are clearer, legacy reference badges are corrected, and imported data is excluded from unsupported report references

Manually created users receive their login email, and AD FS sign-in and Azure profile-photo synchronisation are more reliable

Scheduled email campaigns and Fast Feedback reminder recipient filters have been corrected; active recurring campaigns expose their send history

Failed email logs show the full failure message, and review emails use the intended sensitivity setting

Fast Feedback exports are faster, and Feedback for Good contribution exports include disabled users

Administrators can configure licensed modules while those modules are disabled

Attribute enable/disable controls, objective description wrapping, and the Training Diary guide link have been corrected

Training Diary setup has been expanded to support clearer diary flows and cycle configuration

Administrators can now manage MFA settings from the user manager

Review resource tabs can now show Role Information and links to past review PDFs

Review steps can now be configured with no assigned responsibility where a step does not need an employee, manager, or other participant owner

RemCom Excel exports now include employee IDs for easier analysis

Performance Intelligence now makes active review cycles easier to find and provides richer employee detail views

Bulk export and import areas now provide clearer job history and progress information

Admin settings screens are now easier to navigate across Reviews, RemCom, Fast Feedback, Debriefs, Check-ins, Objectives, Training Diary, Profile Settings, and Performance Intelligence

Review settings, contributor feedback settings, AI prompts, and email-template management are clearer to edit and save

RemCom configuration has been refined across AI summaries, reward modelling, process cloning, roles, and stages

Email campaign administration now has clearer campaign lists, recurring send history, recipient views, and safer scheduled-recipient handling

Contributor bullet charts now keep zero-score options visible while displaying rating bars more accurately

Review PDFs now include primary and secondary supervisor details on the cover sheet

Manage Users exports now better match import requirements, with split names and supervisor employee IDs

Strategic priority setup is now clearer, with settings, access rules, and form fields managed in one place

Settings administration now has clearer AI access controls, Key Documents visibility guidance, and prompt management screens

Fast Feedback, Objectives, and profile detail popups are easier to scan

Admin module pages, shared buttons, app headers, engagement dashboards, and analytics cards have been visually refined

RemCom reviews now support downloading review PDFs as resource documents

Custom user fields can now be included in the Manage Users export

Objective fields in the review builder can now be filtered to show existing objectives, new objectives, or both

Report builder now highlights stale field references so broken links are easy to spot and fix

Capability Information can now be added to contributor forms

Review builders can now control which columns appear in the competency rating summary

Review reports now include objective custom fields

Past review source is now shown in report exports

Contributor role is now included in review exports

Contributor feedback export is now always available

New actions on objectives now pre-fill a default assignee

Date range selection in forms and exports is more reliable, with smarter default periods

PDF exports now use improved paragraph spacing

Imported review content now renders inline styling more faithfully

Large exports are more reliable and no longer interrupted by background logging

Supervisor relationships now display clearer relationship labels

Form validation now refreshes correctly when dynamic fields are removed

Restricted admin edits now preserve existing user roles

RemCom workspace refined across index cards, process guide, outcomes, reward modelling, working sets, review tables, and document panels

Fixed fast feedback PDF date filtering

Fixed financial column ordering in employee profiles

Fixed contributor approval confirmation

Fixed RemCom involvement stage display and configured role form visibility

Performance Intelligence now includes clearer starting points for Reviews, Objectives, Fast Feedback, Compare Reviews, and Employee Trajectory (Coming Soon)

Speech-to-text can now be configured by language and speech engine

Review builders can now link directly to Key Documents from rich text fields

Training Diary PDF exports now include full activity descriptions and learning outcomes

Reviews dashboard now hides inactive participation records

Review builder now keeps historical alignment options visible where they are still used

Email campaign recipient filters now more accurately match active review cycles and step responsibility

Objectives admin exports are faster and more reliable for larger data sets

Financial data grids now handle hidden and deleted rows/columns more safely

Large data tables are easier to scan with sticky key columns and clearer selected-row highlighting

Date fields are more reliable across browsers and timezones

Check-ins completed on the same day now appear immediately

Fast Feedback AI analysis now handles feedback without written comments more gracefully

Empty-state messages now display bullet and numbered lists correctly

AI chat responses are more resilient when long responses or formatting issues occur

Performance Intelligence workspace introduced for exploring review analytics, calibration, trends, employee trajectory, risk, development, culture, and collaboration signals (Coming Soon)

Review analytics now make better use of historical review content and supporting employee context

Performance Intelligence now has a dedicated landing page with guidance, availability status, and workspace navigation

AI-powered insight summaries added in more places across Performance Intelligence

Review AI summary gallery added with preset templates and a unified viewer

Performance Intelligence navigation, empty states, explanatory text, and AI attribution have been refined

Employee trajectory and readiness analysis now presents clearer signals and easier-to-understand groupings

Talent grids, heatmaps, calibration charts, scatter plots, and review analytics charts are clearer and more reliable

Imported review content is cleaned more carefully before display

Review analytics now refresh more reliably when source review data changes

Compass AI chat styling and branding has been refined

Older AI summary references have been removed where the feature is no longer available

Feedback Concierge expanded with contributor support, text-to-speech, dictation, and improved voice settings

Administrators can now control AI feature access by user

New tools added to help review and improve AI prompt quality

Bulk export now supports Markdown export

Contributor bulk nomination tool added

Past Review Data fields can now be included in report builder PDF and Markdown exports

Training Diary engagement node added to Engagement reporting

Supervisors can now view direct report Training Diary entries

Review analytics can now use richer extracted content and rating signals

Performance Intelligence pages are more consistent with the rest of the platform

Bulk export is more tolerant of long-running jobs

Review PDF downloads and views are now logged as activity

Private fast feedback is excluded from review PDF and Markdown exports

Fast feedback PDF date filtering and timezone handling corrected

Campaign emails now use the configured system reply-to address

Active review filtering improved for dashboards, distribution lists, and recipient selectors

Objective PDF export now includes action and comment details

Attachment sorting added in Key Documents

Microphone access for dictation is more reliable in Chrome

Employee and financial imports now handle empty values, cleared fields, and error filtering more clearly

RemCom process workspace refreshed with a redesigned sidebar, header, modelling area, reward data flow, and outcomes tracking

RemCom AI summaries, prompt presets, reward modelling, access controls, and activity logging expanded

Form builder sections now support relationship-based restrictions

Time allocation charts added to PDF output

RemCom admin configure and popup UI made more consistent with shared components

RemCom tables are easier to read with grouping, totals, row highlighting, and improved column sizing

Actions and comments have been redesigned for clearer review and export presentation

Employee details forms now use clearer card styling and responsive layouts

Page headings have been tightened for more consistent typography

Review status, contributor feedback ordering, active review filters, and PDF access controls refined

Imported data PDF templates now preserve line breaks more reliably

Objective exports now include created and updated dates

Multiple stability issues resolved across page interactions, PDFs, and exports

RemCom module 1.1 - remuneration committee workspace with process designer, reward modelling, AI summaries, outcomes tracking, audit logging

Bulk objective creation now supports adding action items to each objective

Design improvements across platform

Contributor form builder sections can now be restricted by relationship type

Private feedback badge displayed on fast feedback items visible to managers only

Review Excel export now includes Role Profile column and uses configurable terminology for column headers

Review activity and engagement page updated with attribute filtering

Fast feedback PDF exports now include the original request context

Fiscal date picker layout redesigned with year navigation in the header row

Admins can now delete contributors regardless of review ownership

Objectives form shows an alert when no alignment plans are configured

AI Compass performance improvements — conversation compaction, retry with backoff

Email template creation sanitises UTF-8 to prevent encoding failures

Capability matrix rows and columns now sorted alphabetically

Include AI quality analysis data in objectives and feedback Excel exports — SMART scores, coaching focus, and improvement suggestions

Filter user assignments by pasting a list of email addresses for quick bulk selection in performance review assignment

Download an objectives coverage report showing goal-setting activity across your organisation

Completed check-ins now show the scheduled date as the primary date and are locked from further editing

New actions no longer pre-fill a default assignee

Objective email campaign distribution lists now correctly include all eligible users

Admins can manage contributor relationships directly from the admin interface

Export deactivated employee data to Excel from admin settings

User guide sections now have shareable links with a clickable index and copy link button

Feedback request text now included in consolidated Excel exports

Check-in email button labels now use your configured terminology

Contributor nomination visibility rules now enforced for employees

Imported data in reviews now renders line breaks correctly

Quality analysis tooltip content now displays on feedback cards

AI quality feedback prompts refined for clearer, more actionable suggestions

Debrief charts and navigation improvements

Engagement dashboard filters and tooltips now apply correctly

Email preview renders correctly in dark mode

Review enrollment table filter improvements

Bulk create objectives from the objectives admin page

Export pending (requested) feedback data to Excel

HR Employee ID column added to review exports

Review exports now include all contributor statuses and employee extra attributes

Inactive supervisors now display an (Inactive) label in admin user management

Objectives now appear under the correct alignment section within reviews

Confirm Step can no longer be placed inside form sections in the form builder

Debrief PDF exports render HTML content correctly

Fast feedback popup now shows correct instruction text for all users

Completed reviews display correctly regardless of volume

Review step duplication no longer creates duplicate step numbers

Date range filters now use local time consistently

Cleaned up legacy tooltip icons from form fields

Employee importer now supports email fallback matching when the primary identifier is not found

CSV imports now preserve existing employee values for fields not included in the upload

Fast feedback email rendering and slider input improvements

Attachments can now be added as a resource tab in reviews and check-ins

Supervisors can view direct report fast feedback from the popup

Delete button added to the fast feedback edit page

CSV and HRIS importers handle headers and sensitive fields more reliably

Custom attribute data type dropdown hidden where not applicable

Competency popover now scrolls when content exceeds the visible area

Financial data columns display in the correct order within reviews

Past review year filter now returns all completed reviews

Users can now give themselves fast feedback

Feedback decline email is now configurable by admins

New Past Review Data field type in the form builder — pull data from a prior review cycle into the current form

Restricted admins can now export review data

Actions now show the completed date alongside the due date

Recently completed objectives display window reduced to 1 day

Employee importer now detects duplicate emails and employee IDs before processing

Rich text editor upgraded for improved reliability

PDF exports now render emoji characters correctly

Review admin filters use consistent status labels

Fast feedback field ordering, inactive type display, and checkbox output corrected

Review PDF exports render HTML content correctly

Email campaign action buttons now appear correctly in sent emails

Contributor question filtering now respects relationship rules

Custom user attribute handling corrected

Review table pagination and sorting improvements

Overall stability improvements across the platform

Edit Participation popup for reviews with attachments support

MFA exemption — exempt specific users from multi-factor authentication

Search functionality added to objectives

Pause and resume outgoing review email notifications

User attribute filters added to objectives export

Restricted admin access controls now properly applied to review exports, email campaigns, and UI elements

Employee and review importers support group names and email field mapping

Improved data validation and sanitisation across all importers

Simplified form builder toolbar — removed unused field types

Non-configurable email templates hidden from admin settings

Completed reviews, contributor nominations, and form attachments all render correctly

Fast feedback request limits and date filters now calculate accurately

Objective popup displays correctly when created by a supervisor

Review health check — diagnostic tool to verify review cycle integrity

Login errors now tracked in the audit trail

AI chatbot upgraded with smoother text animation and improved formatting

Reviews and contributor tasks now separated on the things-to-do page

Review card design refreshed for clarity

Email template editor preview updates are now faster and smoother

Client logo displays correctly in sent email campaigns

Form builder WYSIWYG editor now opens links in a new tab

General stability improvements for objectives, actions, assessments, and calendar views

AI-powered objective portfolio insights (beta)

Custom employee attributes supported in CSV imports with dynamic field mapping

Objective AI assistant delivers more relevant coaching with enriched context including actions and timeline

AI quality scoring refined for more accurate SMART analysis

AI chatbot streaming and markdown rendering upgraded

Debrief AI summary processing improved

Objective settings now warn when required fields are missing

Character limit handling for text paste events

Review report rendering, language display, and timezone handling improvements

Import and export review data in bulk via CSV

PDF generation updated with new fonts for more reliable rendering

Reviews leadership view loads significantly faster

Review email notifications and UI refreshed

Check-ins now simplify the process of importing feedback and objectives

Form builder field reordering, contributor forms, and review duplication all work more reliably

Multi-surname display corrected for abbreviated name formats

Delete check-in templates from admin

Sort objectives, debriefs, and check-in templates by alignment

Rich text descriptions for check-in templates

Email campaigns button added to objectives admin page

Background jobs monitoring card for admins

Bulk deactivation for employees via the importer

Auto-create attributes during employee import

Primary key selection for employee and financial imports

Import archive with search for past import operations

Oracle SOAP endpoint support for HRIS integration with auto/manual sync toggle

Maintenance mode admin setting

Custom attribute filtering for leadership access scoping

AI settings moved to a dedicated, streamlined configuration

Session timeout extended to 14-day maximum with smarter background tab handling

Check-in UX refinements across the module

Fast feedback admin interface cleaned up and standardised

Fast feedback detail view now accessible from email links

Objectives batch operations and alignment tools

Plan search, suggestions visibility, and UI updates

Comments now support rich text from historical content

Terminology standardised for Role Profile and Position across the platform

Reviews from V5 migration are now read-only; completed review cycles are locked

Client IP tracking improved for accurate audit logging

SSO, login redirect, HRIS supervisor mapping, deactivated user search, proxy login, and action ordering all improved

People Reviews — Multi-step review cycles with configurable forms, contributor nominations, relationship-based question filtering, self and 360 assessments, participation management, and PDF report generation

Objectives — Goal setting with plan alignment, AI-powered SMART quality analysis, progress tracking, actions, comments, attachments, and coaching suggestions

Fast Feedback — Peer-to-peer recognition and development feedback with configurable templates, request workflows, self-feedback, and Feedback for Good (CSR charity voting)

Check-ins — Recurring manager-employee conversations with scheduled cadences, templates, objective and feedback imports, and debrief summaries

Plans — Strategic and operational plans with cascading alignment, objective assignment, and coverage reporting

CPD — Continuing professional development tracking with configurable hour targets and evidence logging

Debriefs — Post-cycle analysis with AI-generated summaries, distribution charts, and exportable reports

RemCom — Remuneration committee workspace with multi-stage workflows, role-based permissions, calibration tools, board views, outcome tracking, and AI-powered intelligence

Objective Quality Analysis — Automated SMART scoring with dimension breakdowns, coaching focus, and improvement suggestions

Feedback Quality Analysis — Scoring across clarity, specificity, actionability, constructiveness, tone, and balance

AI Assistant — Conversational AI for exploring data, surfacing patterns, and generating insights with interactive charts

AI Summaries — Automated debrief and review cycle summaries

Portfolio Insights — AI analysis across an employee's full objective portfolio

User Management — Employee profiles with departments, positions, locations, and custom attributes; CSV and HRIS import; bulk deactivation

Email Campaigns — Targeted communications with template editor, distribution lists, attribute filtering, and pause/resume

Form Builder — Drag-and-drop designer with text, select, radio, checkbox, star rating, grid, slider, date, rich text, past review data, and confirm step fields

Attributes — Flexible attribute system for classifying employees with custom attributes and imported data

Engagement Dashboard — Cross-module analytics with date range and attribute segmentation

Audit Trail — Change tracking with before/after snapshots for compliance

Restricted Admin — Scoped access with attribute-based restrictions

MFA — Multi-factor authentication with per-user exemption

HRIS Integration — Automated employee sync with Oracle SOAP and API connections

Excel Exports — Configurable exports for objectives, feedback, reviews, CPD, and deactivated users with optional quality analysis data

PDF Reports — Template-based reports with emoji support and custom fonts

Review Import/Export — Bulk review data management via CSV

Employee & Financial Import — CSV import with primary key selection, email matching, duplicate detection, and custom attribute mapping

Coverage Reports — Objectives coverage analysis across the organisation

Dark Mode — Full support across all modules

In-App User Guide — Searchable guide with shareable section links

SSO — Single sign-on with client and IdP-initiated flows

Configurable Sessions — Timeouts up to 14 days with heartbeat monitoring