Product Update - September 01, 2026

Product Update — September 1, 2026

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Import & Export Hub — Bulk data export and AI-assisted import from documents

The Data Migration Center has been expanded into a full Import & Export experience. A new Take Data Out tab gives business administrators a single place to request a background export of all platform data — the export runs as a background job and delivers a secure downloadable zip, so large tenants are never blocked waiting for the browser. For app-specific exports, the hub also surfaces curated direct links to each app's own export flow.

On the import side, Smart Import now accepts legacy Word .doc files alongside PDF, DOCX, and Markdown, routing them through the existing document-to-rows AI pipeline. A new staged import flow lets an AI agent analyze a file mid-conversation and hand off directly to the Step-2 field-mapping review page — no re-upload required. The staged blob is tenant- and target-scoped, so the review opens pre-populated with the AI's field suggestions, ready to confirm or adjust before committing.

Use case: An HR operations manager asks the AI assistant to parse a vendor-supplied .doc roster, reviews the AI's field mapping in the import wizard, and commits the rows — all without leaving the chat conversation or re-uploading the file.

Available in: Employee Data Management → Data Migration Center → Import & Export

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Six New Tracker Templates — Pre-built no-code apps for common workforce tracking needs

Six new pre-built templates are now available in the Tracker & Workflow template picker, each fully wired with fields, views, automations, and demo data:

• Scorecards — track metric-driven goals with gauge cards and target thresholds
• Contacts — a shared contact directory with roles, company, and custom fields
• Credentials & Licenses — track employee certifications, expiry dates, and license types
• Volunteer Log — record volunteer hours, events, and participation by employee
• Membership Roll — manage cohort or committee membership with join dates and status
• Vendor Directory — a governed vendor list with category, contact, and contract fields

Each template installs in one click and can be customized after installation. The templates also validate against the full manifest integrity rules, so fields, views, automations, and demo rows are consistent from the moment they land.

Use case: A compliance officer needs to track which employees hold active safety certifications before a regulatory audit — they install the Credentials & Licenses template, import their existing spreadsheet via Smart Import, and have a live filtered view within minutes.

Available in: Trackers & Workflows → New App → Browse Templates

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Training My Team Dashboard — Manager visibility into team learning progress

Managers and HR administrators now have a dedicated My Team tab inside Training that gives them a real-time view of their direct reports' learning activity. The dashboard breaks down the team into three focused tabs — People (one row per learner with their overall progress), Overdue (enrollments past their due date), and Done (recently completed courses) — and loads each tab on demand so performance stays fast even on large teams.

From the My Team drill-in, a manager can view a single learner's full enrollment list and send a reminder nudge for any outstanding course. The nudge is delivered as a targeted in-app notification so it does not generate email noise for learners who are already on track.

Use case: A retail district manager checks the Overdue tab on Monday morning, spots three team members who have not completed the new safety module, and sends each a nudge — all from their phone before the shift briefing.

Available in: Training → My Team → People / Overdue / Done