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

With our latest update, Admins can now configure how goals are displayed within review cycles, ensuring a more efficient and focused review experience.

Enhanced View Modes

• Linear Mode (existing view): The classic scroll-through format for quick reference.
• Tabular Mode: A structured grid-style layout for clearer visibility and easier comparison.

Customizable Columns in Tabular Mode

Admins can tailor the goal display to match their team’s needs:

• Select which columns are shown
• Reorder columns in any sequence
• Build layouts that support each team’s workflow

Full Screen Goal View

• Users now have the option to open the goal block in full screen, ensuring improved readability and easier navigation through detailed goal information.

Important Notes!

• Tabular Mode in Multi-Reviewer Forms: Reviewers actively completing the form will always see the goals in Tabular Mode. However, once responses are submitted, other reviewers viewing those responses will see the goals in Linear Mode. For example: In a Manager Review’s post-submission view, a Tabular Goal Block within a peer or direct report section will display in Linear Mode.
• Right-Side Response Drawer: Within the response drawer (visible to managers and skip-level managers), all goals appear in Linear Mode regardless of the original configuration.
• PDF Downloads: All exported PDFs will display goals in Linear Mode, even if the original block was configured in Tabular Mode.

We’re pleased to announce a new enhancement in the Admin Panel — the Multi-Select feature in the Add Reviewee section.

What’s New?

Multi-select support: You can now select and add multiple reviewees at once.

Benefit: Save time and simplify reviewee management with this streamlined update.

Note: After adding reviewees, please refresh or revisit the page to view the newly added entries.

We’re pleased to introduce the latest enhancement to the Write Review flow — now supporting multiple languages and Right-to-Left (RTL) layouts for Arabic. This update ensures a more localized, inclusive, and seamless review experience for users across regions.

Key Updates:

• i18n & RTL Support Added To:

1. Self-Review
2. Peer Review
3. Direct Report Review
4. Manager Review
5. Custom Review

• Languages Supported:

1. Arabic (with full RTL layout)
2. Spanish

We’re excited to announce an important enhancement to Goal Check-ins — the introduction of an (edited) tag for comments.

From now on, whenever a comment is edited in Check-ins and Comments, an (edited) tag will appear next to it. You can hover over the tag to view the exact timestamp of the last edit, making it easier to identify when updates were made.

Why This Matters?

This update improves transparency and collaboration by allowing users to:

• Track when and how comments have been modified.
• Maintain context while reviewing ongoing goal discussions.
• Ensure clarity when revisiting past check-ins or reviewing teammate updates.

We’re excited to introduce a powerful enhancement to the Performance Review process — Per-Participant End Dates for review phases.

Key Highlights:

• Individual Participant End Dates

Admins can now:

1. Edit end dates for individual participants directly under the new “Launched” tab in the Phases view.
2. Extend or shorten timelines for selected reviewees without impacting the entire phase.
3. Sort and view participants by End Date, Completion Status, and Launch Status for easier management.

• Updated Global Phase End Date Behavior

When a phase-level end date is updated, all launched participant end dates will automatically align with the new date, ensuring consistency across the review cycle.

• Post-End Date Launch Support

Admins can now launch reviews even after a phase’s end date for newly added reviewees in an active review cycle — eliminating the need for manual reopening.

• Smarter Notifications

1. Reminder notifications will only be sent to participants whose end date is today or in the future.
2. If an admin tries to send reminders to users whose end date has already passed, the system will display a warning and automatically exclude those users from the reminder batch.

• Handling New Reviewees

1. When new reviewees are added to an ongoing review cycle, they’ll be created without an end date by default — giving admins the flexibility to set one later.
2. The phase row will remain editable and visible in the Phases tab even after the end date has passed, allowing continued access for review management.

Click here to know more about this!

We’re excited to introduce a powerful enhancement to the Performance Review Module — the ability to add multiple goal sections within a single review cycle.

What’s New?

• You can now create multiple goal sections within a review cycle.
• The first goal section acts as the default (primary) section and allows configuration of: Goal Weightage, Goal Visibility, Goal Cycles, Goal Type.
• It also supports goal selection and goal approval directly from the frontend.
• For all additional goal sections:

1. Only Goal Cycles can be configured manually.
2. Other configurations (weightage, visibility, type) are automatically inherited from the default section.
3. Goals can be uploaded in bulk using a CSV file for easy management.

Why It Matters?

This enhancement enables organizations to:

• Organize goals effectively across multiple dimensions such as Business, Functional, and Personal goals.
• Maintain consistency in goal configurations while ensuring flexibility in goal cycles.
• Scale performance management for larger teams or complex review structures.

CSV Enhancement

• To support the new multi-section structure, a new column has been added to the Goal Upload CSV: Review Cycle Goal Section Name.
• This column specifies which goal section each goal belongs to. The system automatically maps the goal to the correct section based on the section title in the review cycle.

Example Use Case

A company can now define multiple sections within the same review cycle:

• Section 1 (Default): Core Business Goals → Full configuration with UI goal selection and approval.
• Section 2: Functional Goals → Only goal cycles configurable; other settings inherited; supports CSV upload.
• Section 3: Personal Development Goals → Only goal cycles configurable; other settings inherited; supports CSV upload.

We are excited to share an enhancement to the goal editing functionality for admins. The update provides more flexibility while maintaining control over goals within review cycles.

Previous Behavior:

• Before Goal Submission:

1. Admin / ACL Admin: Can edit
2. Employee: Can edit
3. Manager: Can edit

• After Goal Submission:

1. Admin / ACL Admin: Editing blocked
2. Employee: Blocked (can still edit by un-submitting the goal)
3. Manager: Editing blocked

• After Goal Approval:

1. Admin / ACL Admin: Editing blocked
2. Employee: Editing blocked
3. Manager: Blocked (can still edit by un-approving the goal)

Enhancement (Current Release):

1. Admin / ACL Admin can now edit goals that are part of a review cycle, with some restrictions:
2. Disabled fields: Goal Cycle, Visibility, Removal of existing owners, and Alignment
3. A warning banner is displayed in the edit drawer for restricted edits
4. Tooltips explain the disabled fields for better clarity
5. Any edits made to allowed fields will automatically propagate to ongoing and past review cycles

Click here to know more about this enhancement!