We're excited to expand Import & Export Activity with support for the Reviews module. Every import and export performed within Reviews is now automatically logged, searchable, and available for re-download. With this release, the activity page is also available to all users, allowing everyone to track their own import and export history.

What's New?

Reviews Import & Export Tracking:

All major Reviews CSV workflows are now automatically logged, including:

• Reviewee Imports
• Reviewer Imports
• Reviewee Competency Imports
• Calibration Imports & Exports
• Review templates and error report exports

Each log includes row count, processing duration, outcome, and downloadable reports.

Better Support for Partial Imports:

Partially successful imports now generate detailed result reports, highlighting failed rows and the reason for each error, making it easier to correct and re-upload only the affected records.

Unified Notifications:

Import and export completion notifications now take you directly to the corresponding activity log, including partial imports, providing a single, consistent experience.

Re-download Reports & Templates:

Error reports, exported CSVs, and pre-filled import templates are now logged and can be re-downloaded anytime from the activity page.

Available to All Users:

Import & Export Activity is no longer limited to admins. Every user can access the page and view only their own import and export history, ensuring secure, user-specific visibility.

We've enhanced Goal Filters to make finding, analyzing, and tracking goals easier than ever. You can now filter goals based on Goal Owner attributes, giving managers and admins more flexibility when reviewing goal progress across teams.

What’s New?

You can now filter goals using employee attributes such as:

• Manager
• Location
• Department
• Designation
• Custom Employee Attributes
• And other available employee fields in your workspace

Why This Matters?

With Goal Owner Filters, you can:

• View goals for a specific manager or team
• Analyze progress by location or department
• Create focused views for business units or functions
• Use custom employee attributes to build tailored reports and dashboards
• Quickly identify gaps, blockers, or high-performing groups

We're excited to introduce Import & Export Activity (V3) with support for Growth Path. Admins can now track every Competency, Competency Matrix, and Track & Position CSV import and export from a single place. We've also moved the page to Profile Settings for quicker access to your activity.

What's New?

Growth Path Import & Export Tracking:

All Growth Path CSV imports and exports are now automatically logged, including:

• Competencies
• Competency Matrix
• Track & Positions

Each log includes row count, processing duration, outcome, and downloadable reports.

Re-download Growth Path Exports:

Download the exact exported spreadsheet for any completed Growth Path export directly from the activity page—no need to generate it again.

New Location:

Import & Export Activity has moved to Profile → Import & Export Activity, right below Notifications, making it easier to access your recent activity.

We're excited to introduce Survey Migration via CSV Import, making it easier than ever for organizations to bring their historical survey data into Peoplebox.

What's New?

Bulk Survey Import:

Import historical survey data into Peoplebox through a single CSV upload.

You can now:

• Import surveys, questions, and responses in one go
• Migrate survey data from other platforms with ease
• Upload large volumes of survey data in a single operation
• Reduce manual effort during implementation
• Preserve historical survey records and insights

Standardized CSV Template:

The migration is powered by a structured CSV template that supports the complete survey hierarchy.

The template includes:

• Survey Details: Title, Status, Visibility, Schedule, Creator, Task Type
• Survey Settings: Anonymous/Identified surveys, eNPS configuration
• Questions: Question text, type, driver, and display order
• Question Options: Option values for supported question types
• Responses: Employee email, response text, selected option, and NPS score

This standardized format makes it simple to migrate surveys from existing platforms with minimal manual effort.

We're excited to announce the next evolution of Import & Export Activity. Building on the visibility introduced in V1, the activity page now supports Employee CSV Imports and Exports, giving admins a complete audit trail for employee data operations alongside OKR imports.

What's New?

Employee Import Tracking:

Every Employee CSV import initiated from Settings → People is now automatically logged with key details, including:

• Import status
• Number of rows processed
• Processing duration
• Import outcome
• Downloadable per-row result report

Employee Export History:

Every Export Employees action is now recorded in the activity log, allowing admins to:

• View completed export history
• Re-download the exact exported spreadsheet at any time

Live Exports Tab:

The Exports tab, introduced as a placeholder in V1, is now fully functional and automatically displays every completed employee export.

One-Click Downloads:

Download import reports and exported spreadsheets directly from the activity page using the download action on each completed log.

Shared Admin Visibility:

Import and export history is now visible to all workspace admins, enabling seamless collaboration and making it easier for teams to manage and hand off data operations.

We've introduced new enhancements to Individual Development Plans (IDP), making it easier to delegate administration and gain better visibility into employee development across your organization.

What's New?

Delegate IDP Administration:

• Grant IDP admin access to selected non-admin users.
• Restrict access using employee filters such as Department, Location, Manager, or custom attributes.
• Safely delegate IDP management while maintaining controlled access.

Standard IDP Reports:

Get organization-wide insights with four built-in reports:

• All Active IDPs – Track active development plans and their progress.
• Plan Types – Monitor usage of different development plan types.
• Action Item Types – Understand how action items are being used.
• Progress Types – Analyze progress tracking across development plans.

Key Benefits:

• Gain visibility into IDP adoption across the organization
• Track the usage of Plan Types, Action Item Types, and Progress Types
• Analyze development trends across teams
• Make informed decisions to drive employee growth and development

We're excited to introduce Import & Export Activity, a new admin dashboard that provides complete visibility into your workspace's import history. With this release, workspace admins can easily track every OKR spreadsheet import, monitor its status, and download detailed reports—all from a single place.

What's New?

Centralized Import Activity:

A new Settings → Import & Export Activity page is now available, with dedicated tabs for Imports (available now) and Exports (coming in a future release).

Complete Import History:

Every OKR spreadsheet import is automatically logged with key details, including:

• Import name
• Import source
• Status
• Number of rows processed
• Start and completion time
• Total processing duration

Detailed Import Reports:

Download a row-level report for every completed import to quickly identify:

• Successfully imported rows
• Failed rows
• Failure reasons for each row

Refresh Without Reloading:

Use the Refresh button to fetch the latest import status without reloading the page. A Last Updated timestamp helps you know when the data was last refreshed.

Powerful Search & Filters:

Quickly find specific imports using search and filters based on:

• Import name
• Import source
• Import status

The filtering experience matches the familiar Goals page, including multi-select options, result counts, and one-click clear.

Email Notifications:

Once an import completes, the admin who initiated it automatically receives an email notification—no need to keep checking the page.

Automatic Report Retention:

Import reports remain available for 30 days, after which they are automatically removed to optimize storage.

Admin-Only Access:

Only workspace admins can access the Import & Export Activity page and download reports. Import and export logs remain private to the admin who initiated the operation and are not visible to other workspace admins.

Localized Experience:

The page is fully supported in English, Arabic, and Spanish, including proper right-to-left (RTL) rendering for Arabic.

Timezone-Aware Timestamps:

All dates and times are displayed in the viewer's account timezone, with exact completion times available on hover over the duration.

We've introduced a major upgrade to performance review scoring across the review experience. This release makes performance review scoring more consistent and flexible across the platform, while introducing Final Score to give admins a single rating to share with employees after reviews are released.

1. Score Block Customization:

• Sectional and overall score blocks can now be renamed at any time, even after reviews have been written.
• Sectional and overall score blocks now support a Private visibility option. When enabled, only admins can view the score on the web, while it remains hidden from all other viewers.

2. Stored & Consistent Scores:

• Goal and competency scores are now stored individually for each reviewer.
• Multi-reviewer rollups for goals, competencies, and overall scores are generated using these stored scores.
• The same stored scores are used consistently across the web application, PDF exports, calibration, and Slack, eliminating differences caused by recalculating scores in different places.

3. Smarter Score Calculation:

• Multi-reviewer aggregated scores now include only reviewers who have submitted their reviews.
• Reviewers whose reviews are rejected or not yet approved are automatically excluded from score calculations.

4. Overall Score on All Review Forms:

• Overall score blocks can now be added to any reviewer form (Self, Manager, Peer, Custom Reviewer, Skip Manager, or Direct Report), eliminating the need to rely solely on a manager summary form.

Calibration Enhancements?

Goals, Competencies & Overall Scores:

Admins can now independently calibrate:

• Goal scores
• Competency scores
• Overall scores

Additional enhancements include:

• Calibrated scores override computed scores throughout the application and PDF exports.
• Calibration data supports CSV import and export.
• Calibrated scores are reflected in: Line Chart, Bar Chart, & 9-Box View.

New Feature: Final Score:

A new Final Score can now be enabled from: Review Cycle → Forms → Final Score. Once enabled, admins can choose between two methods for determining the final rating.

Option A: Manager-Provided Final Rating:

• A rating question is added to the selected reviewer form (typically the Manager form).
• The rating can be configured like any standard rating question, including: Custom rating scale & Custom legend.

• Managers provide the final rating while completing their review.
• A Private option allows only the manager and admin to view the rating, based on visibility settings.

Option B: Weighted Computed Final Score

Admins can automatically calculate the final score by:

• Selecting score blocks that contribute to the final rating, such as: Overall Scores, Sectional Scores, Goal Scores, & Competency Scores.

• Assigning weightages to each selected block.
• Ensuring the total weight equals 100%, with an option to automatically distribute any remaining weight evenly.
• Applying default weightages to all reviewees.
• Uploading custom per-reviewee weightages via CSV during the Reviewees step.

Note: A Private option is also available, allowing only admins to view the computed final score.

Final Score Visibility:

Admins can configure which reviewer types can view the Final Score while completing their reviews, including: Manager, Peer, Direct Report, Skip Manager, Custom Reviewer, and other reviewer types.

Based on these visibility settings:

• The Final Score is propagated only to the selected reviewer forms.
• Reviewees see their Final Score only after Release Review, where it is displayed prominently between the employee header and the review forms.

Final Score Across the Platform:

• Final Score is supported across Admin Calibration (with CSV import/export), Line Chart, Bar Chart, 9-Box View, Web, Slack, and PDF exports.
• In PDF exports, it appears on the last page for eligible viewers based on their access permissions.

UI & Display Improvements?

• Removed the "Average Score" label next to calculated questions in Release Review and PDF exports.
• Fixed the 9-Box view so goal scores display as blank instead of 0 / Unsatisfactory when no review has been submitted.
• Improved manager change handling:

1. Overall scores across forms automatically refresh when the manager changes.
2. Final Score follows the updated manager assignment logic.
3. New managers begin with a blank score.
4. Previous manager scores are preserved separately for historical accuracy.

We're excited to launch IDP Management, a new admin experience designed to help organizations manage and monitor Individual Development Plans (IDPs) from a single, centralized location.

With IDP Management, admins can configure plan types, customize development frameworks, track adoption and progress across the organization, and support employee growth more effectively. The entire experience also includes full internationalization (i18n) support, enabling organizations to use IDP Management in their preferred language.

Employee IDPs Dashboard:

• View all employees and their current IDP status in a single place.

• Identify employees who have not created an IDP, have active plans in progress, or have completed their plans.
• Track closed, rejected, and completed plans to understand plan type adoption and usage trends.
• Open and review employee plans directly from the dashboard.
• Create, edit, check in on, and close IDPs on behalf of employees.
• Automatically notify employees and their managers when an admin closes a plan.

Employee Reminders:

• Send bulk reminders to employees who have not yet created an IDP.

• Target reminders to specific employee groups or the entire organization.
• Include a personalized message from the admin sending the reminder.

Dashboard Insights:

• View the distribution of IDP statuses across the organization.
• Monitor check-in activity on active development plans.
• Track development progress over time with quarterly timeline insights.

Plan Type Configuration:

• Create and manage custom IDP plan types.
• Control who can create each plan type, including employee-created and manager/admin-only plans.
• Configure plan fields such as Current Role, Next Role, and Review Cycle linkage.
• Customize plan type names, icons, descriptions, and display titles.
• Control which plan details employees can view on manager-created plans.
• Archive plan types to hide them from future plan creation while preserving existing plans.

Important Notes:

• System-defined plan types have fixed titles, icons, and descriptions, while other settings remain configurable.
• Custom plan types are fully editable.
• At least one plan type must remain active.
• When Plan Creators is set to "Managers Only," admins can configure which fields employees can view in manager-created plans.

Action Item Framework:

• Create and manage action item types used within development plans.
• Define progress types to determine how development activities are tracked.
• Create custom action item types and progress types tailored to organizational needs.
• Archive action item types and progress types to remove them from future selections while preserving existing records.

Important Notes:

• System-defined action item types and progress types cannot be edited.
• Custom action item types and progress types are fully editable.
• The Task action item type cannot be archived because it is the default action item type.
• At least one progress type must remain active.

We're excited to introduce a dedicated eNPS Survey creation experience, making it easier to launch eNPS surveys using the Peoplebox Engagement Framework. Along with this, we've enhanced the overall survey creation experience with smarter validations, benchmark visibility, improved question management, and a refreshed survey builder workflow.

What's New?

Dedicated eNPS Survey Creation:

• Create an eNPS survey directly from the Create Survey flow.
• Select eNPS Survey as the survey type.
• Anonymous responses are enabled by default.
• Surveys are automatically populated with the mandatory eNPS question and recommended questions from the Peoplebox Engagement Framework.
• The mandatory eNPS question cannot be deleted, ensuring every eNPS survey includes the core eNPS question.

Smarter Survey Validations:

• Receive warnings when recommended drivers or questions are removed.
• Get reminders when adding custom questions, as benchmarking may not apply.
• Encourage the use of recommended engagement drivers for more comprehensive reporting and insights.

Benchmark Questions:

• Benchmark tags are displayed for eligible standard questions.
• Benchmark indicators are visible in both the question library and question details.
• Questions are automatically sorted by reuse, making frequently used questions easier to discover.

Improved Question Management:

• Standard questions cannot be edited and require confirmation before deletion.
• Custom questions can be edited or deleted.
• A new Clear All Questions option is available with confirmation safeguards.
• Improved filtering makes it easier to find and manage questions.