We’re introducing an update that expands Survey accessibility beyond Admin users. You can now assign Custom Role Admin permissions to specific non-admin users, allowing them to manage Surveys with the right level of access.

• What’s New?

1. Previously, only Admin users had access to Surveys.
2. With this update, Custom Role Admin permissions enable non-admin users to manage Surveys efficiently.

• Custom Role Admin Permissions

Grant All Permissions:

1. Full access to the entire Surveys product.
2. Can create, close, and reopen surveys.
3. Manage notifications, insights, messages, reports, and heatmaps.
4. Download reports and access all Surveys features.

Only Administrate:

1. Limited access to specific features.
2. Can create, close, and reopen surveys.
3. Manage notifications and participation.
4. No access to insights, messages, heatmaps, or report downloads.

• How to Assign This Role?

1. Navigate to Permissions > Custom Roles.
2. Select the user and enable the Surveys Custom Role Admin option.
3. If Only Administrate Surveys is selected, the user will have restricted access.

We’re excited to introduce two new Competency Panels in the Employee Profile, designed to enhance competency tracking and assessment.

What's New?

1. Current Competencies Panel:

• Displays an employee’s competencies along with their weightages.

1. Gap Analysis Chart:

• Shows competency scores given by the employee and their manager, along with weightages.
• Includes a spider graph for clear and intuitive data visualization.

Key Conditions for Availability:

• Only review cycles with competencies enabled will appear in the dropdown.
• The employee must have been a reviewee in the selected review cycle and have associated competencies.
• The review cycle must have completed the release review phase.
• At least one competency score (either by self or manager) must be available for the employee.
• If the review cycle includes competency weightages, they will be displayed in the panel.
• The spider graph visually represents the manager's scores for competencies in the selected review cycle.
• All competency scores should match the original scores given by the self and manager.

This update makes competency tracking more transparent, insightful, and data-driven, helping organizations make informed talent decisions.

We are excited to introduce the Survey Closing and Reopening feature, designed to enhance survey management and provide greater flexibility.

Key Updates

Survey Closure:

• A survey can only be closed when its status is "Live."
• Once closed:

1. All scheduled reminders are canceled.
2. Home Page Actions are deactivated.
3. No new participants can be added, and the bot stops accepting responses.

Survey Reopening:

• A survey can only be reopened if its status is "Closed." Surveys in "Completed" status cannot be reopened.
• Upon reopening:

1. Home Page Actions are restored, but scheduled reminders remain canceled.
2. The bot resumes accepting responses, allowing participants to continue from where they left off.
3. New participants can be added, and reminders can be sent.

Additional Enhancements:

• Survey Reports: Accessible at all times, regardless of survey status.
• Activity Log: Tracks and displays details of who closed and reopened the survey.
• Improved Help Component: Enhanced user experience for smoother navigation.
• Accurate Response Counting: Previously, selecting multiple options for a single question resulted in each option being counted as a separate response. Now, responses are tracked based on unique question IDs, ensuring accurate data collection.
• Consistent Bot Response Handling: The bot will now stop accepting responses midway for all question types, ensuring a uniform experience.
• User-Controlled Survey Closure: Surveys will no longer close automatically after three weeks; closure is now entirely in the user’s control.

• Employee Profile: We're thrilled to introduce our "Employee Profile" feature, packed with powerful capabilities to streamline employee information and enhance your experience.

1. All-New Profile Page: Your one-stop destination for all employee information.
2. Basic Info Card: Displays essential details—email, phone, Slack/MS Teams links, department info, and more. All elements can be controlled by admin (see Admin Superpowers).
3. Custom Attributes Support: Capture additional details like t-shirt size, emergency contacts, and more.
4. Smart Navigation: Breadcrumbs at the top of each profile page help you explore other profiles and see your position in the hierarchy effortlessly.
5. Performance at a Glance: A performance review panel displays your review cycle history, complete with auto-calculated scores in an eye-catching graph. Click any cycle to dive deeper into the details.
6. Enhanced Teams View: The revamped "My Teams" card (available on both the dashboard and profile) provides intuitive visualization of your manager, direct reports, and peers.
7. Admin Superpowers: Enjoy fine-grained control over profile visibility. Customize what different roles can see via Settings > Employees > Profile Configuration.

• Review-Linked Goals Panel in Employee Profile:

1. Easily track all approved review-linked goals directly from employee profiles.
2. Immediate access for admins, managers, and custom role admins based on settings.
3. Goals are organized by review cycle for improved clarity.

• Goals Panel in Employee Profile:

1. View all top-level goals directly in employee profiles, neatly grouped by goal cycle for enhanced clarity.
2. Get a quick overview with a dynamic pie chart that displays the statuses of all your goals.
3. Enjoy quick access for admins, managers, and custom role admins based on your settings.

• 1-on-1 Tab in Employee Profiles:

1. View all past meetings, including talking points and action items.
2. Easily locate specific meetings by participant, status, or date.
3. Quickly access meeting notes with role-based visibility.
4. Tailored access for Employees, Managers, and Admins.
5. Customizable settings for meeting note visibility, allowing control for Participants, Managers, Skip Managers, and Admins.
6. Role-Specific Features:

• Employees: View all your 1-on-1s and action items.
• Managers: See meetings with your direct reports and monitor action items.
• Admins: Full access to meeting details across the organization (with permission-based note access).
• Peers: View only meetings that involve you and the employee.

How to Get Started:

1. Navigate to the Employee Profile page.
2. Click the 1-on-1 Tab to see a list of meetings.
3. Use filters or search options to find specific meetings.
4. Access meeting notes and action items directly from the sidebar.

We’ve introduced a new update to improve goal management for our Middle Eastern users.

What’s New?

• Currency Support Added: You can now set and track goals using SAR (Saudi Riyal) and AED (United Arab Emirates Dirham).
• Improved Goal Management: This allows for more accurate progress tracking for users operating in these currencies.
• Enhanced Accessibility: A step towards making our platform more adaptable for global users.

We are excited to announce the release of our latest feature enhancements, designed to empower your review process with advanced AI capabilities.

• Rewrite Reviews With AI:

Overview:

1. Located under Workspace Settings in the left sidebar and available exclusively for Account Admin Users.
2. Activates overall AI capabilities within the product. Specifically activates AI for rewriting review responses. Disabling AI Features automatically disables AI for reviews.
3. A "Rewrite With AI" button is available on every rich text input within the review form but the button becomes active only when the input contains more than 50 characters.
4. Monitor and manage available PBX Credits used for AI features.

Note: The Enable Reviews AI option is only available if AI Features is turned on.

Capabilities:

1. Rephrase: Change the wording while maintaining the original context.
2. Make Shorter / Longer: Adjust the length of your response.
3. Adjust Tone: Choose from Formal, Casual, Direct, or Persuasive tones.

Additional Features:

1. Navigation: Browse through previously generated AI responses.
2. Editing & Regeneration: Edit responses and regenerate AI suggestions based on your changes.
3. Accept Option: Updates the input field with the selected AI-generated response.
4. Cancel/Close Option: Discards changes and retains the original text.

• Enhanced AI Summary for 360° PDFs:

Overview:

1. Upgraded to a new, faster, and more efficient AI model for generating 360° review summaries.
2. Noticeable improvements in speed and accuracy for a seamless experience.

Capabilities:

1. Enable AI Summary directly from the admin settings UI once AI Features are activated.
2. The process automatically utilizes available PBX Credits, streamlining workflow and creating upselling opportunities.

Demo & Trial Availability:

1. For demo purposes, the feature is available on a request basis.
2. A trial package includes 10 PBX Credits with an expiry matching the trial period.

We’ve redesigned Business Review navigation to help you quickly find, track, and manage all your reviews. With two tabs—“My Biz Reviews” and “All Biz Reviews”—you can see your personal reviews and company-wide ones at a glance.

My Biz Reviews

• This tab shows reviews you created or that are shared with you.
• This also includes an Upcoming section to highlight scheduled events, and a table listing all relevant reviews. Recurring events are accessible via each review card.
• You can also filter by department/company or the frequency (weekly/monthly/quarterly) to see all the business reviews of that department in those frequencies.

All Biz Reviews

Displays all publicly accessible reviews in your company, making it easy to discover and explore others’ reviews. Similar to My Biz Reviews you can filter by Department or Frequency

We’re excited to introduce the upgraded Goal Weightage Configuration feature for streamlined review cycle setups!

Key Features & Improvements:

• Customizable Weightage Limits:

1. Admins can now define optional minimum and maximum weightage limits for each goal.
2. Limits are specified as percentages (e.g., 5% to 100%), ensuring goals align with organizational priorities.
3. Built-in validation ensures all inputs fall within these boundaries for seamless configuration.

• Enhanced Input Validation:

1. Inline validation ensures inputs are percentage-only, preventing errors.
2. Real-time error messages guide users when invalid values are entered (e.g., “Weightage must be between X% and Y%.”).
3. Goals cannot be submitted until all weightages comply with the configured rules.

• Flexible Goal Weightage Management:

1. Admins and reviewees can set a 0% weightage for goals that are not a priority.
2. Minimum and maximum limits are applied individually to each goal rather than cumulatively across all goals.
3. A new option to reset weights is available on Goal Selection and Approval dashboards, making updates faster and easier.

• How This Benefits You:

1. Admins: Gain precise control over goal weight allocation with configurable limits, ensuring organizational alignment and consistency.
2. Reviewees: Enjoy greater flexibility when assigning goal weights while staying within clearly defined boundaries.
3. Managers: Simplify goal approval processes with built-in validations, saving time and reducing errors.

We are implementing key updates to our goal management system to streamline workflows and enhance functionality for Reviewees, Managers, and Admins during review cycles. These updates aim to simplify goal management, improving the overall experience by making processes more intuitive and efficient from goal submission to approval.

Key Features and Benefits

• Dynamic Goal Refresh and Validation:

1. Automatic Updates: Goals are refreshed whenever the selection screen is accessed or edited.
2. Relevance Guaranteed: Only up-to-date goals are shown based on the active review cycle.

• Seamless Integration of Aligned Goals:

1. Automatic Inclusion: Aligned goals are included for easy selection and submission.
2. Improved Accessibility: Reviewees can view and submit aligned goals smoothly.

• Enhanced Editing Experience:

1. Pre-Submission Edits: Reviewees can freely edit their goals until submission.
2. Post-Submission Edits: Requires un-submission first, with clear instructions for the process.
3. Post-Approval Edits: Managers can un-approve goals to allow changes, supported by a guided workflow.

• Completion Phase Lock:

1. Editing is disabled once review phases like goal selection and approval are completed, ensuring process finality.

• Support for Special Scenarios:

1. Existing Responses: Goals with responses cannot be edited.
2. Shared Goals: Multi-owner goals cannot be edited once part of a review.
3. Parent Goals: Edits are restricted for goals with key results already in use.

• UI Enhancements for Clarity and Improved Admin/Manager Efficiency:

1. Clear Messaging: Pop-ups provide helpful, actionable options for un-submitting or un-approving goals.
2. Efficient Workflows: Users are automatically redirected to the appropriate screens in complex scenarios, such as shared goals across review cycles.
3. Admin Efficiency: When an Admin un-submits a Reviewee’s goal selection, the approval status is also un-submitted for consistency.
4. Manager Efficiency: Managers can continue with goal approval and selection seamlessly, without encountering interruptions or delays.

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.