- Per-Shift Location Assignment for Multi-Location Schedule Templates — When applying a schedule template to a team spanning multiple locations, managers can now assign each shift to a specific location — with AI-suggested bulk matching — before the schedule is created.
- Recurring Tickets in Service Desk — Service desk tickets can now be configured to recur on a schedule, automatically creating follow-up tickets at defined intervals without manual intervention.
Release Notes
- Goal Sidebar Action Steps, Notes, and Ratings — The goal detail sidebar now shows Action Steps with completion progress, attached Notes with file links, and Goal Ratings, giving employees and managers a complete view of goal activity without navigating to the full page.
- Schedule Hour Targets and Auto-Assign Limits — Managers can now set weekly hour targets per employee on a schedule, with auto-assign respecting those targets to prevent over-scheduling and surfacing remaining capacity in team calendar and print views.
- Multi-Department Employee Assignment — Employees can now belong to multiple organizational departments simultaneously, with all assignments visible as badges on their profile and accurate member counts reflected in department views.
- Reporting Agent PDF Export & Report Sharing — Reports generated by the Reporting Agent can now be exported as professional PDFs with embedded charts and shared directly with specific teammates.
- Go1 Content Library Integration — Admins can now connect a Go1 account to provision a per-business content library portal and launch Go1 courses directly from the Training app, with employee accounts provisioned automatically.
- Libraries App — A new Libraries marketplace app lets organizations create categorized, searchable resource libraries where admins can organize and share documents, links, and files with employees in a permission-controlled space.
- EPMS Mobile Full Parity — Employees can now complete self-assessments, submit goals, and track review progress entirely from mobile; managers can edit reviews, approve or reject goals, and submit for approval — achieving full feature parity with the desktop performance management experience.
- Job Targeting for Employee Referral Programs — Admins can now restrict referral programs to specific departments, locations, or minimum salary thresholds so the right incentive surfaces only on eligible jobs.
- Service Desk Collaboration Improvements — Agents can @mention users in ticket comments with autocomplete and notifications, employees can follow tickets for status updates, and admins can optionally hide assignee details from requestors.
- Meal Compliance App — Employers can now track meal break behavior, issue digitally signed waivers, and automate compliance scheduling and notifications from a dedicated Meal Compliance app.
- Team-Based Scheduling with Scheduling Groups — Admins can now organize shifts around named scheduling teams, with group-aware coverage dashboards, team filters on schedule views, and manager permissions scoped per group.
- Customizable Onboarding Flow with SSO Awareness — Admins can configure which onboarding wizard steps are shown or hidden per business, and the wizard automatically skips steps already handled by SSO for a streamlined first-login experience.
- AI Notepad — Record, upload, or paste meeting notes and get AI-generated transcripts, summaries, action items, and a searchable cross-meeting knowledge base.
- AI Sheets — Create collaborative spreadsheets where AI can generate column schemas from a plain-language description, with built-in sharing controls and public access links.
- E-Signature Improvements — Start eSignature requests directly from a saved template with pre-filled signer roles, and schedule a future delivery date instead of sending immediately.