We’ve introduced a new Automation Framework for Review Cycles that helps admins automate reviewee onboarding and downstream phase launches without repetitive manual setup.

Automation Management:

A dedicated Automations tab is now available within the Review Cycle Management screen. Admins can create, manage, enable, disable, and monitor automation workflows from a centralized location while also tracking the current status of each automation.

Add Reviewee Automation:

Admins can configure flexible Trigger → Filter → Action workflows to automatically add employees into a review cycle.

The framework includes an advanced query builder with support for nested AND/OR conditions across multiple employee attributes such as Employee ID, Department, Division, Business Unit, Location, Title, Level, Employment Type, Gender, Date of Joining, and Date of Exit.

Supported operators vary by field type and include:

• In / Not In for multiselect fields
• Numeric operators such as =, ≠, >, <, >=, <=, and Between
• Date-based operators including Before, After, Between, Last X Days/Months, and Exactly X Days/Months Ago

Admins can also preview filtered reviewees before saving the automation. Existing reviewees are automatically skipped to prevent duplicate additions.

Automation Execution:

Automations execute based on the configured trigger frequency in the account’s local timezone, typically during evening low-traffic hours.

On first enablement or after trigger updates, automations follow the next eligible execution window automatically.

Phase Launch Automation:

The new Phase Launch Automation allows one or multiple phases to be automatically launched whenever a new reviewee is added, either manually or through Add Reviewee Automation.

Admins can configure:

• Instant launches
• Specific date launches
• Relative launch timing based on days, weeks, or months

End timing can also be configured using global dates, fixed dates, relative timelines, and user-level overrides.

Multiple phases can be chained together under a single automation rule, with each phase functioning independently.

Notifications & Conflict Handling:

Phase launches support Slack, Email, MS Teams, and Silent Launch notification options with fully configurable notification content.

If a phase has already been launched for a user, the automation automatically relaunches it with updated timelines to ensure consistency.

Logs & Daily Digest:

A dedicated Logs tab provides complete automation run history, including employee ID, timestamp, execution status, and error details. CSV download support is also available from the centralized logs page.

Additionally, review cycle admins receive a daily digest email after each successful run whenever employees are added. The digest includes processed counts, success and failure summaries, and employee-level failure reasons for easier debugging and monitoring.

Duplication & Archival Support:

Duplicating a review cycle also duplicates its automations, while keeping duplicated automations disabled by default for safety. Archived review cycles automatically stop all automation executions.

Why This Matters:

This framework reduces repetitive manual setup for recurring review cycles, ensures employees are added dynamically through configurable filters, and automates downstream phase launches at scale.

With detailed logs, digest summaries, configurable execution windows, and instant staging execution support, admins now have better operational visibility and control over review cycle automation workflows.

We’re introducing Goal Digest Notifications, a new enhancement designed to improve visibility into goals that require follow-up and action.

With this release, goal owners, creators, managers, and admins can receive structured daily digest emails highlighting goals that have become Overdue, moved to At Risk, or are marked as Behind. Instead of tracking updates individually, all relevant goal updates are consolidated into a single scheduled digest for easier review and action.

Goals will continue appearing in future digests until corrective action is taken, such as updating the status, changing the due date, or completing the goal.

Recipient Experience:

• Goal Owners and Goal Creators receive goal status updates along with existing activity log updates, helping them stay informed about progress and changes.

• Managers and Admins receive status-only summaries focused on goals across their teams or organization, enabling better visibility into goals that may require intervention.

What’s Included in the Digest?

• Each digest email includes the goal name, current status, due date, progress details, last activity timestamp, and a direct link to access the goal quickly.

Configuration Details:

• At present, Goal Digest Notifications are managed through backend configuration and do not yet have a dedicated UI within Admin Settings.

By default:

• Notifications for Goal Owners are enabled for all accounts. Notification preference records are created only for accounts that explicitly require creator, manager, or admin notifications.

This enhancement is aimed at improving goal visibility, enabling timely follow-ups, and helping teams proactively address goals that may be drifting off track.

We’ve introduced support for “Not Applicable (N/A)” in performance reviews, allowing reviewers to mark rating questions as not relevant instead of leaving them blank or assigning arbitrary scores. This ensures more accurate and meaningful evaluations.

What’s New?

Review Form Enhancements:

• Rating questions can now include a “Not Applicable” option alongside numeric scores.
• Selecting N/A clears any existing score and records the response as Not Applicable.
• Seamless switching between N/A and numeric ratings.
• Customizable N/A label per question (default: N/A).
• Mandatory questions accept N/A as a valid response.

Admin & Review Cycle Configuration:

• New “Allow N/A” toggle available per question.
• Supported across: Question blocks, Competency blocks, Goal blocks.
• Customize the N/A label directly from the configuration panel.

Score Calculations & Aggregation:

• N/A responses are excluded from all averages (never treated as zero).
• Sections with only N/A responses display N/A instead of blank or zero.
• Mixed responses calculate averages using only numeric values.

Calibration Support:

• Calibration tables now support N/A selection.
• Calibrated N/A is tracked separately and does not overwrite original scores.
• Custom N/A label displayed in calibration views.
• Calibration CSVs now fully support N/A values.

PDF Reports:

• N/A is correctly reflected in theme-wise and overview tables.
• Excluded from all average calculations.
• Supported across competency and goal sections.

Slack Submissions:

• N/A option available in Slack review modals.
• Missing or N/A-only scores are displayed as N/A (not blank).

This update is focused on improving error visibility and delivering a more intuitive reviewee experience—helping admins identify and resolve issues faster.

Error Visibility Improvements:

We’ve introduced multiple layers of visibility, so no reviewee gets stuck in the process:

• Visual Cues: Error icons and badges now appear on the Reviewees tab and individual rows.
• Smart Filtering: Quickly isolate impacted accounts using the new “Errors” filter.
• Admin Overview: Review cycle cards now show real-time issue counts at a glance.

One-Click Error Resolution: Fix issues instantly without navigating across multiple pages.

• Resolve Now Action: Error banners inside the reviewee drawer allow quick fixes. Supported Fixes:

1. Custom attribute not assigned
2. Competencies not mapped
3. Manager not assigned
4. Custom reviewer not assigned
5. Peer reviewer not assigned

Redesigned Reviewee Drawer:

A cleaner, more organized workspace for managing individual reviewees:

• Simplified Access: Click on a reviewee row to open the drawer.
• Two-Tab Navigation: Easily switch between Overview and Reviews Received.
• Centralized Actions: Unified header with PDF downloads and expanded actions (Change Manager, Unsubmit, Remove, etc.).
• Enhanced Reviewer Cards: Improved UI with hover interactions and clear alerts for missing data.

Workflow Improvements:

Streamlined processes to save time and reduce friction:

• Manager Updates: Direct link to enable Automatic Manager Changes.
• Competency Management: Quick navigation to Employee Directory for mapping updates.
• Refined “Unsubmit” Logic: Clearer warnings to prevent accidental resets.

This update introduces Survey Archival, giving you better control over the survey lifecycle while ensuring cleaner workflows and preventing unintended participation in inactive surveys.

What’s New?

• Archive and unarchive surveys directly from the survey actions menu.
• Archived surveys are moved out of the active workflow.
• New tab-based view (Active & Archived) for improved organization.
• Easily access via the 3-dot menu next to the Create Survey button.

Archiving a Survey: When a survey is archived:

• It cannot be opened or edited.
• Participants cannot take the survey.
• Any in-progress responses are immediately stopped.
• All associated notifications and homepage actions are removed.

This ensures archived surveys are fully inactive and do not impact ongoing processes.

Unarchiving a Survey: When a survey is unarchived:

• It returns to its previous state (Draft / Scheduled / Live).

Additional behaviors:

For Live Surveys:

• Notifications are not automatically re-triggered.
• Manually send reminders from the Notifications tab.

For Scheduled Surveys:

• If the scheduled time has already passed → cannot resume automatically.

You can:

• Cancel the schedule.

• Manually relaunch the survey.

Important Notes:

• Archiving is enforced across all survey stages.
• In-progress responses are invalidated immediately upon archival.
• Prevents unintended data collection and ensures consistency.

This update improves survey reporting by strengthening anonymity protection in anonymous surveys while enabling complete visibility in identified surveys. The goal is to provide a more reliable and transparent reporting experience.

What’s Changed?

• Previously, a minimum threshold of 3 participants was required to display group-level data across all surveys. This restriction has now been removed for identified surveys.

• Identified surveys now show complete data visibility, even for smaller groups (e.g., managers, departments in PPT reports).
• Enables more comprehensive analysis without anonymity constraints.

Anonymous Surveys – Participation Tab:

• To ensure strict anonymity: Group-level charts (Manager, Department, Location, Tenure, etc.) are shown only when: At least 3 participants, and at least one response is submitted.
• For groups with fewer than 3 participants:

1. No charts are displayed.
2. No partial data, percentages, or indicators are shown.
3. A placeholder message is displayed: “Charts for groups are shown only when a minimum number of responses are received to protect anonymity.”

Identified Surveys – Insights Tab:

• All managers with at least one participant are now included.
• Managers with fewer than 3 participants are no longer filtered out.
• Ensures complete visibility in the Manager Participation graph.

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!