We’re excited to introduce a new feature that allows admins to upload company logos directly from General Settings, making it easier to maintain consistent branding across the platform and reports.

What’s New?

• Upload Company Logos: Admins can now upload two types of logos from Account Settings → General Settings:

1. Product Logo (1:1 ratio)
2. 360 PDF Report Logo (2:1 ratio)

• Product Branding in the Platform: The Product Logo will appear at the top of the platform interface, enabling organizations to showcase their branding consistently across the product experience.

• 360 Review PDF Branding: The 360 PDF Report Logo will automatically be included in downloaded 360 Review PDFs, ensuring all reports reflect your organization’s branding.

• File Validation and Error Handling:

1. Supports PNG, JPG, and JPEG formats
2. Maximum file size of 1MB
3. Displays clear error messages for invalid, corrupted, or oversized files

• Multi-language Support: All upload validations and messages are supported in English, Spanish, and Arabic (RTL), providing a localized experience for global teams.

We’re excited to introduce the Team Dashboard — a unified space designed to give managers and admins real-time visibility into team performance, engagement, and development.

This dashboard brings together insights from reviews, goals, feedback, 1-on-1s, and IDPs, enabling leaders to identify gaps and take action from a single place.

What’s New?

• A Unified Team Performance Dashboard: Access all key performance and engagement insights in one place. Quickly understand how your team is performing, where engagement gaps exist, which employees may need attention.

• Flexible Views for Admins and Managers:

1. Admin View: Company-wide visibility across all employees
2. Manager View: Direct Reports, Indirect Reports, Entire Team

This allows managers to monitor both immediate and extended teams effectively.

• Team Effectiveness Analytics: Track key performance metrics, including Review Cycle Score, Goals Completion and Goals On Track, IDP Progress, Feedback Activity, 1-on-1 Completion. Compare team performance against company benchmarks to understand where your team stands.

• Employee Effectiveness Table: Get a detailed, employee-level view of performance across all configured metrics: Search, filter, sort, and export data easily, view last updated timestamps for transparency.

• Employee Attributes for Better Context: Analyze performance with additional employee details such as: Department, Tenure, Manager, Job Title, Location, Level.

• Export Team Insights: Download dashboard data as a CSV file for deeper analysis or sharing with stakeholders. The export reflects the selected team view.

• Customizable Configuration:

1. Effectiveness Columns: Reorder columns based on organizational priorities
2. Review Cycle Score: Configure a final review question to define how scores are calculated
3. Access Control: Enable or disable dashboard access for managers
4. Effectiveness Heatmap: Customize color ranges to visually highlight performance trends

• Nova AI Insights: The dashboard integrates Nova AI to generate meaningful insights for each employee based on available data. For every employee, AI highlights:

1. Strengths: consistent positive behaviors
2. Areas of Improvement: opportunities for growth
3. Notable Patterns: recurring feedback trends
4. Recommendations: suggested actions for managers

This helps managers move from data to actionable coaching insights.

Please refer to the attached help doc to learn more about the feature in detail: Team Performance Dashboard for Managers!

We’re pleased to announce a new enhancement to identified surveys — the “Participant Added At” column is now available in the Participant table.

• Timezone-Aware Timestamps: The “Participant Added At” date and time automatically reflect the employee’s or account’s configured timezone.

• Greater Visibility & Tracking: With this enhancement, you can now:

1. View the exact date and time participants were added
2. Better monitor enrollment timelines
3. Support internal auditing and reconciliation needs
4. Sort and organize participants based on addition date

• Automatically Enabled: No configuration is required. The new column is automatically available wherever the participants table is displayed for identified surveys.

Goal statuses can now be automatically updated based on progress and time elapsed. This ensures that goal status remains accurate throughout the goal lifecycle and reduces the need for manual updates.

• Admin Configuration: Admins can configure automatic goal status updates under Goals → Settings.
• Available Settings:

1. Auto Status Evaluation: Admins can enable or disable automatic goal status calculation. When enabled, the system evaluates each goal and updates its status automatically based on the configured rules.
2. Behind Threshold: This setting defines how far behind the expected progress a goal must fall before it is marked as Behind or At Risk.
3. Achieved Threshold: Admins can define the progress percentage required for a goal to be automatically marked as Achieved. For example, if the threshold is set at 100%, the goal will only move to Achieved when full progress is reached.
4. Allow Manual Override: Organizations may still want users to adjust statuses manually in certain cases. When this option is enabled, users can override the system-calculated goal status if necessary.
5. Auto Status Update Mode: Control when automatic status updates should occur.

• Auto Status Update Modes: Admins can control when goal statuses are automatically updated by enabling one or both of the following modes.

1. Update Status When Progress Changes (Default): The goal status is recalculated whenever a user updates the goal’s progress manually. This ensures the status always reflects the latest progress entered by the goal owner.
2. Daily Automatic Status Sync: The system performs a daily evaluation of goal statuses. Status is recalculated based on: Current progress & Time elapsed within the goal duration. The status may change even if no new progress update is made.
3. If Both Modes Are Enabled: The goal status updates when progress is changed, and The system also performs a daily automatic sync to recalculate statuses.

• Status Calculation Visibility: All supported goal statuses include tooltips in the UI to provide better clarity on how the status is determined.

1. Supported statuses: Not Started, At Risk, Behind, On Track, Achieved, Not Achieved.
2. The tooltips explain how the status is calculated based on: Current progress, Time elapsed within the goal duration, Configured status thresholds. This helps users clearly understand why a goal is in a particular state at any given time.
3. Goals Excluded from Automatic Updates: Automatic status calculation does not apply to the following goal states or types: Achieved goals, Not Achieved goals, Deferred goals, Milestone goals. These goals will not be modified by the automatic status update system.

Activity and Visibility: Every system-driven status update is recorded in the goal activity log, allowing employees and managers to track when a goal status was updated. It also provides clear visibility into whether the update was made automatically by the system or manually by a user.

Please refer to the attached help doc to learn more about the feature in detail: Configure Automatic Status Updates In Peoplebox Goals!

We are excited to introduce a comprehensive upgrade to our 360° PDF reports, designed to deliver deeper insights, stronger analytics, and a more refined visual experience. This release significantly enhances both the clarity of feedback and the overall presentation, enabling organizations to drive more meaningful development conversations.

What’s New?

• Perception Map: A powerful visual that highlights how individuals rate themselves compared to others.
• Theme-wise AI Summaries: Advanced AI-generated summaries now provide detailed strengths and development areas for each theme, helping leaders and employees quickly understand key takeaways.
• Brand Identity Alignment: Reports now incorporate organizational brand colors, ensuring a polished and cohesive look that reflects your company’s identity.
• Overview & Gap Analysis Charts: New comparative visuals provide a clear view of overall patterns and highlight differences between self and other feedback.
• Gauge Chart: An intuitive visual indicator that presents overall rating trends in a simple and impactful format.
• Theme-wise Charts: Each theme now includes its own dedicated chart, enabling faster interpretation and more focused analysis.
• Credits & Details Page: A structured section to document contributors and key report information, improving transparency and completeness.

We’ve introduced a new enhancement that gives admins greater control over goal tracking. Admins can now remove goal check-ins when required, ensuring accuracy and consistency in goal data.

What happens when a check-in is removed?

• The progress update from the check-in is automatically reverted
• Roll-ups and aggregate values are recalculated as needed
• An audit log of the check-in removal is maintained for transparency

We’re pleased to introduce an update to the IDP module designed to make development planning more structured, aligned, and outcome driven.

What’s New?

Development Areas in the IDP module can now be linked not only to Competencies, but also to Goals / KPIs. Previously, Development Areas could optionally be mapped to a Competency. With this update, we’ve expanded the model by introducing Development Area Types, offering greater clarity and flexibility.

Development Area Types

Each Development Area can now be created under one of the following types:

• Freeform (Default): This option retains the existing experience, allowing users to add a Development Area title and manage Action Items freely, without any mandatory linkage. It is well suited for flexible and self-directed development initiatives.

• Competency Linked: In this option, selecting a competency is mandatory. Development Areas are created with a clear focus on a specific skill or capability, while continuing to support titles and Action Items as before. This approach is ideal for structured, skill-based development and capability building.

• Goal Linked: This option allows users to search for and link an existing Goal or KPI. Development Areas created under this type are aligned directly with defined goal outcomes, while retaining the same title and Action Item experience. It is best suited for goal-oriented and impact-driven development planning.

Improved Visual Clarity

The linked Goal or Competency is now clearly displayed on each Development Area card, making it easy to understand the purpose and outcome each Development Area is driving toward.

We are pleased to announce two major upgrades designed to bring greater transparency, stability, and consistency to your review cycles—Goal Sheets and our new enhanced Goal Editing experience.

Goal Sheets: Clear, Read-Only Visibility Throughout the Year

Goal Sheets offer a consistent, read-only view of the review form for employees and managers.

Key Highlights

• Provide a year-round, read-only reference of goal blocks, competencies, questions, sectional scores, and auto-calculated scores.
• Employees and managers see exactly what appears in the review form.
• Managers can access Goal Sheets for all their direct reports.
• All fields and scores remain fully read-only.

Setup

Admins can enable or disable Goal Sheets during review cycle creation.

Dashboard & Navigation Enhancements

• The homepage highlights active review cycles more clearly.
• Displays the two most recent ongoing cycles with task completion percentages.
• A new Overview page centralizes all actions and required tasks for each review cycle, including direct access to Goal Sheets.

Enhanced Goal Editing: Safer, Clearer, and More Predictable

The new Goal Editing experience ensures controlled updates, especially when goals are shared across multiple employees.

Key Improvements

• Snapshot Protection: Submitted reviews remain unchanged. The system preserves the exact goal version seen at the time of submission.
• Transparent Propagation Rules: Before saving, admins can see whether an edit will update other reviews and which reviewers have already submitted.
• Clear Resolution Path: If a goal update can’t be applied due to submitted reviews, the system identifies which reviewers must un submit.
• Safe Auto-Propagation: Edits automatically flow to all open reviews where submissions are still pending, without affecting submitted reviews.
• Full Admin Editing: All admins now have complete edit access at any point in the review cycle. The system determines whether updates will propagate or remain isolated.

We’re introducing Deferred Status, a new way to manage goals that are no longer immediate priorities—without deleting or losing track of them.

What Is Deferred Status?

Deferred Status allows you to pause or deprioritize a goal while retaining it for future use. It sits between active tracking and goal closure, offering greater flexibility in goal management.

How It Works?

• Deferred goals are excluded from progress tracking, averages, and check-in calculations.
• They are not counted under “Checked-in” or “Not Checked-in” statuses.
• Deferred goals can be reactivated at any time.
• All charts, filters, and summary views support the Deferred status.
• The Share Updates screen, Projects tab, and Goals Upload flow now include this status.
• Deferred goals remain visible in 1-on-1 discussions.
• In Performance Reviews, goals can be deferred and also added to active review cycles.
• Reports include Deferred goals for complete visibility.

How to Defer a Goal?

• Open the status menu on a goal.
• Select Close the Goal.
• Choose Deferred as the status.

We are pleased to introduce a major enhancement to the Peoplebox goals experience — the new Goals Search feature. This release enables users to instantly discover goals and updates across cycles, teams, departments, and individuals through a combination of Global Search and Contextual Search.

Global Search: Company-Wide Goal Discovery

Users can now access all goals they have visibility into from the new Search tab on the Goals page. Key capabilities include:

• Search across all cycles, statuses, and goal types.
• Results grouped by cycle or quarter for easier navigation.
• Pagination and “Show More” support for large datasets.
• Optimized UI with fast loading states.

Contextual Search: Smart, Location-Based Filtering

Contextual Search automatically applies filters based on the user’s current page. Key advantages:

• Department or owner filters are pre-applied.
• Reduces manual filtering effort.
• Enables immediate discovery of team or individual goals.

Intelligent Search Experience

The search interface is designed to help users find relevant goals faster. Features include:

• Up to ten recent searches available for quick access.
• Auto-complete suggestions based on previous queries.
• Highlighted keyword matches for better clarity.
• Clear indicators showing hidden goals when cycle filters are applied.

Actionable Search Results

Users can manage goals directly from the search results. Supported actions include:

• Initiating check-ins
• Updating progress
• Accessing the goal details side drawer
• Reviewing tags, ownership, and progress metrics (Note: Goal and KR creation is intentionally restricted within the search screen.)

Strict Access Control

All search results follow existing goal visibility rules. This ensures:

• No private or restricted goals are exposed.
• User access levels remain fully respected.

Why This Matters?

This release addresses major challenges faced by growing teams:

• Difficulty locating goals across multiple cycles
• Time-consuming navigation through hierarchies
• Lack of a unified search experience