Finding and analysing the data that matters is now easier! You can now filter and sort standard Goals and Reviews reports directly using the columns displayed on screen.

What's New?

• Filter and Sort Any Visible Column: Apply filters or sort any displayed column, including calibrated scores and dynamic pivot columns such as reviewer type and period.
• Numeric Filters: Filter scores, averages, percentages, and counts using operators such as equals, greater than, less than, and range.
• Date Filters and Sorting: Filter and sort date columns, including due dates, submission dates, and period dates, to focus on specific timeframes.
• Reviewee and Goal Owner Filters: Narrow down reports by reviewee, goal owner, and related owner attributes.
• Accurate People Filters: People filters use email addresses as the underlying identifiers while displaying names, ensuring that individuals with duplicate names are correctly distinguished.
• Filtered Downloads: Exported reports now respect the filters and sorting applied on screen, so your downloads reflect exactly what you're viewing.

We're introducing two enhancements to the Reviews experience to bring greater consistency and flexibility to goal-based performance evaluations.

1. Goal Progress Freeze As-Of Date

Admins can now configure a cycle-wide freeze date to determine the goal progress displayed in review forms.

Key Highlights:

• Flexible Freeze Date: Set an as-of date under Review Cycle Setup → Forms → Advanced Settings (Optional).
• Consistent Goal Progress: Goal progress is calculated using check-ins recorded on or before the configured freeze date.
• Backdated Check-Ins: Supports backdated check-ins while ensuring progress remains aligned with the configured freeze date.
• Live Progress Option: If the freeze date is disabled or not configured, open review forms continue to display the latest goal progress.

2. Recommended Rating Based on Goal Progress

Admins can now configure rules to automatically recommend ratings based on linked goal progress, helping reviewers make more consistent and informed rating decisions.

Key Highlights:

• Flexible Rating Rules: Configure recommendations using Threshold Bands or formulas for Numeric Input questions.
• Guidance or Autofill: Display recommended ratings as guidance or automatically prefill the rating field.
• Rating Lock: Optionally prevent reviewers from editing ratings that have been autofilled.
• Dynamic Updates: Recommendations refresh when goal progress changes without overwriting ratings manually modified by reviewers.
• Smart Validation: Validates threshold bands, rating scales, numeric ranges, step sizes, and formulas to ensure configurations are accurate.
• No Progress Data: If no goal progress data is available, no recommendation is generated, allowing reviewers to enter ratings manually.
• Supported Response Types: Threshold Bands are supported for List and Dropdown questions. Numeric Input supports both Threshold Bands and Formula modes. Comments-only questions do not support Recommended Rating.

Availability:

These enhancements are available in:

• Web Review Forms: Linear and Tabular Goal Blocks.
• Slack Review Modal: Goal Rating Questions.

How They Work Together?

Goal Progress Freeze determines the goal progress value used for evaluation, while Recommended Rating uses that progress to suggest a rating based on the rules configured by the admin.

Together, these enhancements make goal-based performance evaluations more consistent, transparent, and flexible for both admins and reviewers.

Finding the right goal updates is now easier! You can filter goal activity by type to quickly focus on progress updates, comments, or all activity in one place.

What’s New?

Activity Filters:

Choose from five filters under Goal Side Peek → Activity:

• All Activities: View check-ins, comments, and system or audit updates.
• Check-ins and Comments (Default): View progress check-ins and comments, as before.
• Only Check-ins: View all progress check-ins, with or without comments.
• Only Comments: View standalone comments.
• Only Check-ins with Comments: View progress check-ins that include a comment.

Cleaner Check-in Cards:

• The three-dot menu now appears at the top-right of a check-in card when you hover over it.
• Empty comment rows are hidden when a check-in has no comment text, reducing unnecessary whitespace.
• Edit and remove actions remain available through the relocated menu.

Admins can now configure continuous rating scales with custom ranges and step sizes, allowing reviewers to enter scores directly without creating dozens of rating options.

What’s New?

1. Numeric Input for Goal, Question & Competency Blocks

• Configure Numeric Input alongside List and Dropdown in standard and 360° review forms.
• Define continuous rating bands using From, To, and Label.
• Set step sizes from 0.01 to 1, with 1 as the default.
• Allow reviewers to enter scores directly on the web and in Slack write modals.
• Support keyboard navigation with up/down arrow keys and optional N/A responses.
• Automatically enable score visibility when Numeric Input is selected.

2. Consistent Precision for Calculated Scores

• Goal scores, section scores, and overall scores retain their existing calculation behavior.
• Display precision now follows the configured Set decimal precision setting instead of always displaying one decimal place.

3. Numeric Input Support in Calibration

• List and Dropdown ratings continue to use dropdowns.
• Numeric Input ratings follow the same range and step-size rules configured in the review form.
• Formula-based and calculated columns continue to support free numeric entry.

What Stays Locked Mid-Cycle?

To protect existing responses, certain configuration changes are restricted once responses exist on a form:

• Switching between Numeric Input and List/Dropdown.
• Changing the step size.
• Editing Goal rating values, although labels remain editable where previously allowed.
• Changing the rating scale structure of existing List/Dropdown forms. Automatic migration is not supported.

Why It Matters?

Numeric Input makes rating configuration faster and more flexible for admins and Customer Success teams, while giving reviewers a simpler scoring experience.

Whether you need a broad range like 79–120, granular ratings from 1–5 in 0.1 increments, or direct progress entry from 0–100, you can configure the scale to fit your needs while protecting existing responses through mid-cycle safeguards.

We’ve updated the 1-on-1 Activity Log to include archived meetings, making it easier to access and review your complete meeting history.

What’s new?

• Archived meetings are now included alongside Scheduled, Open, and Completed meetings, with a clear archived status.
• They are also included in CSV exports.

Existing filters, pagination, and ordering remain unchanged.

Where to find it?

• Settings → 1-on-1s → Activity Log

Previously, archived meetings were automatically filtered out. You can now view your complete 1-on-1 activity history in one place.

You can now edit selected review form settings even after reviewers have submitted their responses in normal performance review cycles — without affecting existing answers or requiring reviewers to resubmit.

What can you edit?

Question Blocks:

• Question text, description, and short alias
• Question access
• Skip/required settings
• Rating option labels
• Score visibility

Description & Section Blocks:

• Block text

Competency & Calculated Questions:

• All of the above settings
• Rating scale labels (legends only, not scores)

Goals:

• Score/text required settings
• Required fields and score visibility
• Rating scale labels for existing scale points

Final Score:

• Enable/disable the Final Score

What stays locked?

Structural and scoring settings that could impact existing responses remain locked, including:

• Question type
• Rating scale structure and values
• Block type, formulas, weights, and layout
• N/A settings
• Review display/column configuration
• Most goal scoring settings
• Final Score configuration, including computation mode, weights, and reviewer types

This gives admins more flexibility to make necessary content and visibility updates without disrupting responses that have already been submitted.

We’ve enhanced the Reviews Summary sidebar with Nova AI-powered summaries, helping managers and admins quickly understand an employee’s performance from feedback received during a review cycle.

1. What’s New?

With Reviews AI Summary, managers can now:

• Generate AI-powered summaries of reviews received for a selected review cycle.
• Select multiple reviewer types to include feedback from different sources.
• Consolidate reviewer feedback into a single summary instead of reviewing individual responses.
• Access AI summaries across the product wherever the Reviews Summary sidebar is available.

2. Where Can You Use It?

Reviews AI Summary is now available in:

• Direct Report Reviews → Reviews Summary Sidebar
• Reviewees Tab → Reviews Received
• Calibration Tab → View Review Summary
• Employee Overview → Reviews Section
• Compensation & Calibration Table

3. Why It’s Useful?

• Quickly identify key themes and insights across reviewer feedback.
• Get a holistic view of an employee’s performance.
• Reduce the need to go through multiple review responses individually.
• Make more informed and efficient review decisions.

Note: Reviews AI Summary is available only when Reviews AI is enabled in Nova AI Settings.

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.