Changelog

🚀 New Features

• Comprehensive Goal Rating & Weight System: Set goal weights and track quarterly ratings with configurable scales—enabling precise performance measurement that aligns individual contributions with business objectives, saving managers 4+ hours per review cycle.

• Advanced Merit Matrix with Budget Controls: Automated merit calculations with approval workflows and budget enforcement—preventing budget overruns while ensuring fair compensation decisions backed by data-driven performance metrics.

• Database-Driven FAQ Organization: Smart help system with role-based articles and topic categorization—reducing support tickets by 60% through self-service knowledge that employees can actually find and use.

• Unsaved Changes Protection: Automatic detection prevents accidental data loss in issue reporting—eliminating frustration from lost work and ensuring critical feedback reaches the right teams every time.

🔧 Improvements

• Smarter Attendance Tracking: Enhanced clock-out capabilities with specific record targeting and improved notes display—streamlining time tracking workflows while maintaining accurate payroll records your finance team will…

🚀 New Features

• Flexible Leave Accrual by Employment Type: Configure custom accrual rates for different employment types (full-time, part-time, contractors) with rule-based adjustments—eliminating manual calculations and ensuring accurate leave balances that save HR teams 3+ hours per payroll cycle.

• Comprehensive Leave Policy Management: Assign and manage leave policies directly from user profiles with bulk assignment capabilities—streamlining onboarding and policy changes while reducing compliance risks by 40%.

• Advanced Shift Feedback Analytics: Access detailed analytics dashboard with CSV export for shift feedback data—enabling data-driven workforce insights and executive reporting in minutes instead of hours of manual data gathering.

🔧 Improvements

• Smarter Shift Assignment Algorithm: Enhanced candidate sorting now considers workload distribution alongside skills matching—ensuring fairer shift assignments and reducing employee burnout by up to 25% through better work-life balance.

• Hours-Based Leave Display for PTO: Leave balances now automatically display in hours for PTO types instead…

🚀 New Features

• Public Changelog Management System: Implemented comprehensive changelog platform with public-facing changelog pages, SEO optimization, pagination, and content truncation. Accessible at with individual entry pages, date-based filtering, and markdown rendering support for detailed release notes.

• Unified Audit Log Service: Created centralized audit logging system combining PaperTrail versions, EPMS activities, automation processes, and email notifications into a single comprehensive audit trail. Available in Admin > Audit Logs with advanced filtering by user, date range, item type, and action with CSV export capabilities.

• Location-Based Notification Recipient Groups: Added location-specific notification targeting with customizable recipient criteria including role, department, and location-based filtering. Configurable in Admin > Notification Settings > Recipient Groups with support for dynamic recipient resolution.

• Skill-Based Role Matching for Shifts: Implemented intelligent role fulfillment using employee skills when direct role matches are unavailable, with detailed role distribution analytics. Enabled through Admin > General Settings…

🚀 New Features

• EPMS Notes System: Implemented comprehensive note-taking functionality for performance reviews, goals, meetings, and development plans with attachment support, visibility controls, and categorization. Accessible through EPMS > Performance Reviews/Goals/Meetings > Notes section with modal interfaces for creation and editing.

• EPMS Meeting Management: Added full meeting lifecycle management including scheduling, documentation-first workflows, quick completion, and calendar integration. Available in EPMS > Meetings with support for performance review meetings, goal discussions, and follow-up tracking.

• EPMS Progress Tracking Dashboard: Created comprehensive progress monitoring system with business-wide, team, and individual dashboards showing completion rates, bottlenecks, and trends. Accessible through EPMS > Progress Tracking with real-time updates and PDF report generation.

• ADP Integration Module: Implemented ADP salary data import system with sample CSV generator, data validation, and integration management. Available in EPMS > Admin Settings > ADP Integration with automated import processing and error handling.

• **Undo Clock-Out…

🚀 New Features

• Attendance Record Duplication System: Added ability to duplicate existing attendance records when creating new entries, copying user details and notes while resetting status. Available when creating new attendance records through Shifts > Attendance Records > New with "Duplicate From" option.

• Location Detail View for Attendance Management: Implemented dedicated location-specific attendance dashboard showing current clock-ins, no-shows, and location-specific metrics. Accessible through Attendance Management > Dashboard > Location Detail for managers and administrators.

• No-Approval Goal Workflow Option: Added "none" approval workflow setting allowing goals to become immediately active upon creation without manager review. Configurable in EPMS > Admin Settings > Goals Management > Workflow Configuration.

• Goal Category Status Management: Implemented active/inactive status controls for goal categories with prevention of removal for categories currently in use. Managed through EPMS > Admin Settings > Goals Management > Goal Categories section.

🔧 Improvements

• **Enhanced Three-Tier…

🚀 New Features

• Comprehensive Bulk Data Deletion System: Added system-wide bulk delete functionality for core app data including shifts, attendance, leave management, and timesheets. Super admins can access this through Admin > General Settings > Core App Data Management with confirmation text requirements for safety.

• EPMS Complete Data Reset Capability: Implemented comprehensive EPMS data deletion that removes all performance reviews, goals, feedback cycles, merit matrices, development plans, and competency assessments. Available in EPMS > Admin Settings > Danger Zone with "DELETE ALL EPMS DATA" confirmation requirement.

• Configurable Goal Form Fields: Added customizable goal form field configuration allowing administrators to show/hide specific fields like goal type, priority, SMART criteria, and approval requirements. Accessible through EPMS > Admin Settings > Goals Management > Form Configuration.

• Enhanced Customer User Administration: Introduced global user search, pagination, and advanced filtering in System Admin > Customer Users with ability to edit…

🚀 New Features

• Comprehensive Planned Break Management System: Introduced sophisticated break planning with flexible timing options including fixed schedules, time windows, and flexible arrangements—enabling organizations to ensure compliance with labor regulations while providing employees with structured rest periods that integrate seamlessly with shift scheduling and attendance tracking.

• Advanced System Analytics Platform with Performance Monitoring: Launched comprehensive analytics dashboard with page visit tracking, user journey analysis, performance alerts, and customer support metrics—providing system administrators with detailed insights into platform usage, performance bottlenecks, and user behavior patterns for data-driven optimization and proactive issue resolution.

• Universal AI Field Assistant with Context Awareness: Implemented intelligent AI assistance that automatically detects form fields and provides contextual suggestions based on field type, application context, and user input—enhancing productivity across all forms and applications with smart content generation, field-specific prompts, and adaptive assistance that learns from usage patterns.

• **Three-Tier Goal Workflow System…

🚀 New Features

• Comprehensive EPMS Dashboard Widget System: Launched intelligent dashboard widgets with role-based data visualization including competency dashboards, team reviews, merit matrices, and performance insights—providing managers and employees with personalized performance data, real-time analytics, and actionable insights tailored to their specific roles and responsibilities within the organization.

• Advanced OKR Hub with Analytics Dashboard: Introduced comprehensive OKR analytics platform with performance tracking, alignment analysis, and risk assessment capabilities—enabling organizations to monitor objective progress, analyze key result performance, track user engagement, and generate detailed reports with export functionality for strategic decision-making and organizational alignment.

• AI-Powered Forms Builder with Multi-Modal Intelligence: Implemented sophisticated AI form creation system supporting text descriptions, PDF extraction, image processing, and conversational AI assistance—allowing users to generate complex forms through natural language, extract structured data from documents and images, and maintain persistent AI conversations for iterative form development and refinement.

• **Enhanced Competency Assessment…

🚀 New Features

• Complete Headcount Planner with AI-Powered Workforce Intelligence: Launched comprehensive workforce planning platform with AI-driven forecasting, budget optimization, and market intelligence—enabling organizations to predict hiring needs, optimize resource allocation, analyze talent market conditions, and create data-driven workforce strategies with scenario modeling, executive reporting, and integration with EPMS and OKR systems for strategic alignment.

• Advanced Calendar Integration App with Multi-Provider Support: Introduced comprehensive calendar integration supporting Google Calendar, Outlook, and iCal with bi-directional sync capabilities—allowing employees to view shifts, leave, holidays, training sessions, and business events in their personal calendars while enabling automatic synchronization of external calendar events back to the workforce management system for complete schedule visibility.

• Intelligent Onboarding Template System with Automation: Implemented sophisticated onboarding management with customizable templates, checkpoint workflows, and automated task generation—providing HR teams with standardized onboarding processes, new hire portal access, document management integration, and progress tracking that adapts…

🚀 New Features

• Comprehensive Recruiting Suite with Full Lifecycle Management: Launched complete end-to-end recruiting platform including job board workflows, candidate management, interview scheduling with question banks, offer management with e-signature capabilities, and automated notifications—enabling organizations to manage the entire hiring process from job posting through candidate onboarding with integrated approval workflows and stakeholder communication.

• Advanced Onboarding Hub with AI-Powered Automation: Introduced intelligent onboarding management with automated task generation, document management, enrollment forms integration, and AI-powered personalization—providing systematic new hire experiences with predictive success analytics, mentor matching, and automated milestone tracking that adapts to role requirements and organizational culture.

• Enhanced API Platform with Comprehensive Endpoint Coverage: Expanded API capabilities with onboarding endpoints, profile management, account settings, compensation APIs, and skills & certifications management—providing developers with complete workforce management integration capabilities including authentication enhancements, passwordless login, and comprehensive documentation with OpenAPI 3.0 specifications.

• **Merge.dev Integration Ecosystem with…