We are introducing an update designed to improve transparency and provide better control in performance review processes. This enhancement aims to simplify workflows and ensure a smoother experience for both managers and employees during review cycles. Here's what’s new:

1. Exclusion of Hidden Goals:

• Default Exclusion: Custom visibility goals not visible to managers are now excluded automatically in selection and approval dashboards.
• Exceptions: Managers who are admins, creators, or owners of a custom goal can still view these goals.

2. Disabling Goal Addition:

• Define Goals Page: Goals hidden from managers will have the “Add Goal” button disabled on the define goals page.
• Tooltip: Hovering over such goals will display a message: “You can’t include this goal because the manager doesn’t have visibility for it.”

3. Manager-Specific Adjustments:

• Approval Screens: Goals with restricted visibility are hidden from managers unless explicitly allowed by the reviewee.

4. Handling for KR-Only Review Cycles:

• Parent Goal Confirmation: If a parent goal (Objective) is hidden but child goals (KRs) are visible, the system prompts a modal before inclusion: “The manager doesn’t have visibility for the parent goal. Are you sure you want to include it?” This ensures reviewees/users make intentional decisions.

• Approval View: Hidden goals are excluded until explicitly permitted through the confirmation modal.

We are pleased to introduce Milestone Aggregates, a new feature aimed at enhancing the precision and flexibility in tracking milestone progress. This update simplifies milestone management by addressing the following needs:

• Improved Tracking: Offers three aggregation methods (Sum, Average, and Last Value) to suit various goal types and provide better tracking insights.
• Streamlined Milestone Creation: Features a simplified, decluttered interface for a smoother creation process.
• Efficient Oversight: Key information is easily accessible, reducing complexity and improving focus on goal progress.

Key Highlights

New Aggregation Options Choose from three aggregation methods to track milestone progress:

1. Sum Aggregation: Combines progress across all milestones into a total for the parent goal. Ideal for goals where cumulative progress is important.
2. Average Aggregation: Calculates the average progress of all milestones for the parent goal. Best suited for tracking performance metrics.
3. Last Value: Reflects the most recent milestone progress on the parent goal. Perfect for sequential or phase-based goals.

Important Validations Each aggregation type has specific requirements:

1. Start & Target Values: The start value of the first milestone and the target value of the last milestone must match the goal’s start and target values.
2. Sum Aggregation: The total range of milestones should not exceed the goal's progress range.
3. Average Aggregation: The average of milestone ranges must stay within the goal’s progress range.
4. Last Value: The start and target values of milestones must align with the goal's parameters.

We’re introducing the Pending Launches Visibility feature to simplify participant management. This update centralizes participant details, offers clear Call-to-Actions (CTAs), and provides intuitive filters for efficient oversight, making it easier to manage pending launches and incomplete phases while reducing manual effort.

Feature Highlights

• Interactive Phase Management:

1. Clicking on any phase row in the Phases table now opens a dynamic side drawer with the Participants Tab as the default view.
2. The Notifications Tab, previously located in the Notifications column, is now accessible within the side drawer, enabling seamless switching between tabs.

• Improved Participant Filters:

1. All: View a complete list of participants with their respective Launch and Completion Status.
2. Launch Pending: Identify participants with pending launches for immediate action.
3. Not Completed: Highlight participants who haven’t completed their launched phases for effective follow-up.

• Streamlined Participant Actions:

1. Launch Pending Flow: Select participants individually or collectively using checkboxes. Filter participants by Name or Email for precision. Use the Launch Button to navigate directly to the Launch Drawer, pre-filling selected participants for action.
2. Not Completed Flow: Similar to the Launch Pending flow. Use the Remind button to navigate to the Remind Drawer, pre-populating selected participants for reminders.

We’re excited to announce significant upgrades to the Biz Review Show Page, designed to make navigation smoother and accessing essential information easier than ever.

What’s New?

Effortless Navigation:

• Easily switch between Past, Upcoming, and Present Reviews with our streamlined new header dropdown.

Key Review Details at a Glance:

• Additional details like Frequency and Time are now included, giving you instant context for every review.

Simplified Widget Index:

• Click on any index option to jump straight to the relevant section. This feature helps you save time and makes the page easier to use.

We’re thrilled to announce a new improvement in the Goals module! Admins now have greater control over department creation. Here’s what’s new:

Restrict Department Creation:

• Admins can now limit the ability to create departments via the Goals drawer.

Configurable Setting:

• This option can be easily managed under the Goals Setting tab in Settings.

Default Flexibility:

• By default, department creation is open to all employees, but with this new feature, admins can choose to restrict this capability to admins only.

We're excited to introduce Optional Text / Rating for Goals!

Flexibility in Mandatory Questions:

• Users can now choose either a rating or text response as optional, even if the question is marked as mandatory.

Enhanced Customization:

• This feature allows participants to focus on the response type that best suits their feedback style.

Improved Visibility & Access:

• Display tasks directly on the Peoplebox homepage, ensuring easy access and improved visibility without triggering notifications. This keeps team communication uninterrupted.

Streamlined & Transparent Task Management:

• Tasks remain accessible and discreet, minimizing disruptions and channel clutter, while maintaining transparency in task tracking for a more efficient review experience.

Introducing the ability to integrate goals with external sources directly during the goal creation process. This update streamlines goal tracking, enhances alignment, and reduces setup time.

Key Benefits:

• Immediate Integration: Connect external progress tracking tools while setting up your goals.
• Time Efficiency: Establish tracking from the beginning—no need for later adjustments.
• Improved Alignment: Maintain continuous alignment with external sources from the start.

Enable the 1-on-1 email summary feature to receive a detailed email with all notes sent to both participants after each session, keeping everything clear and organized. Here’s what this feature offers:

• Automated Summaries: Receive all session notes directly in your inbox for easy reference.
• Consistent Communication: Both participants have access to the same notes, ensuring alignment.
• Efficient Follow-Up: Refer back to key points to support timely and effective follow-up.

• Separate Review Sections: The Write Review phase is now organized with dedicated sections for Self, Peer, and Upward reviews. This makes it easier to focus on each phase and track progress clearly.
• Enhanced Progress Count: A new progress count appears alongside the progress bar, providing a quick snapshot of how many employees have completed the phases and how many have not for each phase and review type.