What's new?

New updates and improvements to Peoplebox

  1. Ability to view updates on your Goals upfront (Qualitative Update)

    πŸ“ˆ Business Reviews

    Note: Currently, this feature works only for Biz Reviews.

    We are thrilled to announce the latest update to our Biz Review product - The ability to view updates on your Goals upfront (Qualitative Update). This feature is designed to consume the updates on Goals quickly by showing them below the Goals title. It provides a continuous vertical reading experience similar to Google Docs or MS Word.

    With this new feature, users can now check in on their Goals from the Biz Review tab, enabling them to quickly add and view the updates. Here are some of the key features that this feature offers:

    1. Easier to consume OKR Updates: Users can now consume the updates on Goals quickly by viewing them below the Goals title. It provides a continuous vertical reading experience similar to Google Docs or MS Word.
    2. Ability to connect updates for each Goal to a specific Biz Review: Since the Qualitative updates happen through the Biz Review page you know exactly what the consumers of the review will see. Each update is specific to a review, other reviews don’t show the same update.

    How it works

    1. Go to your Biz Review page and scroll to the Goals widget.
    2. Hover over the current progress bar to check in on your goal.
    3. Update the progress and status achieved since your last check-in.
    4. Next, add the context for the change in progress or status.
    5. Click on check-in
    6. The Qualitative update would be visible under the goal title.
    7. Only Check-ins done with an update on the Biz Review page would be visible upfront as Qualitative Updates. Check-ins done on the Goals listing page won’t be visible.

    qualitative_updates

    Like

  2. Access Control in Business Reviews

    πŸ“ˆ Business Reviews

    With this update, we are bringing Access Control to Business Reviews.

    Users would be able to create Private Business Reviews with access to only selected departments and employees OR create Public Business Reviews which can be accessed by employees across company.

    After creating a Business Review, user can navigate to the created Business Review and select Share menu to have the following option

    - Update a review privacy to Public / Private

    - Giving access of review to Employees / Departments

    - Revoking access of Employees / Departments

    - Copying Link of review to share with others with access

    Note - By default a Business Review is created with default privacy communicated by user to Peoplebox.

    ACL-Final

    Like

  3. Templates in Performance Reviews

    πŸ† Performance Reviews

    Templates help in quickly setting up a Review Cycle by providing pre-selected questions. We provide templates for all types of reviews like self-review, manager review, peer review, or upward review. Different templates are tailor-made to satisfy different use cases like developmental, goal, start-stop-continue, and values-based reviews.

    You can create and save your own templates as well for future use. Hopefully, this adds value to the review creators. Please use templates and share your feedback.

    gh5NSgG8Lp

  4. Introducing Goal Block Integration in Review Forms

    πŸ† Performance Reviews

    With this latest update, administrators now have the capability to seamlessly integrate goal blocks into review forms, enhancing the evaluation process with a more thorough and impactful experience.

    goal-support
  5. Projects Integration with Google Sheets

    🎯 Goals
    πŸ“ˆ Business Reviews

    We are thrilled to announce the latest update to our Goals product - Projects Integration with Google Sheets! This feature is designed to help users achieve their Goals by allowing them to seamlessly sync data from their projects in Google Sheets with just a single click.

    With this new feature, users can now easily integrate their goals, with projects from Google Sheets, enabling them to visualize their project’s progress in real-time. Here are some of the key features that this integration offers:

    • Single-click sync: Users can now sync their projects from Google Sheets with just a single click, eliminating the need for manual data entry or copy-pasting. This feature enables users to go about and keep using Google Sheets as the source of truth of their projects and see them automatically in Peoplebox.
    • Automatic updates: Once data is synced to Google Sheets, any updates made in the projects will automatically reflect in Peoplebox. This ensures that users are always working with the most up-to-date information.
    • Support for Custom Fields: We have included support for custom fields that users can use to add more context to their projects, providing them with the flexibility to view this data during their reviews or otherwise.

    Refer to the help doc for in-depth instructions and a video for the same.

  6. Improved Presentation Mode in Business Reviews

    πŸ“ˆ Business Reviews

    We have updated the presentation layout to improve its overall aesthetic appeal. All options have been centralized to provide a more streamlined experience, and the header and footer have been removed to minimize distractions. Additionally, we have ensured that text-based slides now scale seamlessly with screen size, making them more legible on larger displays. While we have resolved some issues with the Action Items slide, we recognize that further enhancements may be required in future releases, which we will work to address.

    ezgif.com-video-to-gif (1)

    2

  7. Status of Review Tasks on Homepage & Left panel

    πŸ† Performance Reviews

    Users will be able to view the status & progress of Review Tasks on the homepage notifications and left-hand panel. This will enable the users to know what is pending and completed tasks.

    Also, we have grouped the notifications for a review cycle to make it easier to access the tasks.

    home page notifications (1)

    3

  8. Support for Euro as a New Progress Metric

    🎯 Goals

    We are excited to announce the support for tracking progress metrics in Euros! This will allow you to measure and monitor your organization's progress towards financial goals with even greater precision and accuracy.

    With this new addition, you can now choose Euros as a Progress type when setting up your OKRs

    image

    2

  9. New Feature: Ability to Archive a Department

    🌎 Global

    We are excited to release the ability to archive departments which will help admins better manage the company's structure. If you had a department/team earlier that is not relevant anymore (especially if you had imported it from another source), you can hide them for future Goals & Business Reviews that will be created

    Check out the help doc for more details - https://help.peoplebox.ai/en/articles/7262054-archiving-a-department

    image
  10. Improved Settings Navigation & Homepage

    🌎 Global

    We are giving our homepage a complete overhaul to make it cleaner and more user-friendly. But that's not all - we've also made significant improvements to our settings and navigation to provide a seamless and clutter-free experience for our users.

    To stay updated with all the latest feature updates, we've launched a "What's New" section! This is where we will be pushing all the exciting updates moving forward. We are committed to continuously enhancing our platform to provide the best possible experience for our valued users. Stay tuned for more exciting changes coming soon!

    CleanShot 2023-04-14 at 08.15.14@2x