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Milestone Gift Experiences — Anniversary and new-hire milestones now trigger a personalized gift landing page where employees can browse and redeem from a curated store collection, with personalizable items (such as engraving) captured at checkout.
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AI Notepad Transcription Policy — Admins can now set organization-wide capture policies for AI Notepad — enabling or disabling recording, requiring consent acknowledgments, configuring audio retention windows, and setting language defaults — with per-user preferences inheriting admin settings automatically.
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Context-Aware Contracts AI — Ask AI now reads the specific contract you are viewing, delivering instant answers about terms, obligations, redlines, and renewal deadlines without having to search your entire contract library first.
Release Notes
- Leader Rounds — New app for structured manager check-ins: customizable round templates, a stoplight issue ledger that tracks every item raised to closure, coverage reporting rolled up the reporting hierarchy, mobile voice capture, and industry-specific starter packs.
- COBRA Household Management — HR can now enroll an entire family in continuation coverage from a single qualifying event, with a full grid of people × plans × pricing shown before committing — no more submitting the same event once per person.
- Survey Archive — Surveys with responses can now be archived, preserving all results while removing the survey from active take lists — closing the gap where a completed survey could neither be deleted nor retired.
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Mango Spend Pre-Approvals — Employees can now request approval before spending; managers approve in one tap, and the trip or purchase collects its own expenses against the pre-approved budget.
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Contract Drafting from Intake — Teams that do not already hold a signed document can now answer a short questionnaire and receive a first draft, ready for editing and e-signature, without needing to start from an uploaded PDF.
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Visit Log Dashboard Widget — A new dashboard card surfaces the most recent agency visits with status, finding count, and a direct link to log a new visit, with overdue plans of correction surfaced at the top.
- Break Compliance Enforcement — Meal and rest break law requirements are now actively enforced at scheduling and punch time, with a new Break Compliance report and employee attestation flow for statutory and policy-based break rules.
- Visit Log Redesign — The regulatory visit register is rebuilt as a compliance tracking tool, adding a Deficiencies cross-site reporting lens, filter-aware stat cards, and a live import queue for batch-filed inspection reports.
- Jurisdiction-Scoped Leave Types — HR teams can now restrict leave types by jurisdiction so employees in each location only see the leave options available to them under local law.
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Loop: AI Improvement Decision Lifecycle — Admins can now record a formal decision (keep, adjust, expand, retire, or roll back) for every measured AI change, with a rationale attached and a recheck scheduled automatically for anything marked "keep."
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Knowledge Base Website Indexing — Add any public URL to the Knowledge Base and it is crawled, chunked, and embedded automatically; a link-discovery mode finds sub-pages in one step, and a bulk URL paste lets you import an entire list at once.
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Classifieds: Carpool & Rideshare Category — A new built-in category lets employees post or request shared commutes directly inside the company marketplace.
- CRM Deals Pipeline — Sales teams can now track deals from first contact through to proposal, with automatic stage progression when demo requests or RFP responses move forward.
- RFP Response Review & Approval — RFP responses now move through a formal review workflow — each section must be reviewed and signed off before a response can be approved and submitted.
- Smart Import: Recurring Schedules and Historical Mode — Data imports can now run on a recurring schedule and backdate records into history, making it practical to migrate years of existing data without disrupting live operations.
- RFP Desk Reference Library — Admins can now upload source documents to a reference library, and RFP responses automatically cite those documents when answering requirements.
- Job Board Rejection Email Templates — Businesses can create a library of customizable rejection email templates with merge fields, and recruiters can personalize each message before it sends.
- Contracts: AI Form Fill from Uploaded Document — Uploading a contract document now pre-fills the new-contract form — including counterparty, dates, and custom fields — with highlighted indicators showing which fields were extracted automatically.
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Corrective Action Detail Page — Assigned corrective actions now have a dedicated page showing the original finding in full — severity, photos, location, damage detail, and the inspector's notes — alongside a work order field and a completion photo upload.
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Manual QR Code Check-In — Event attendees who cannot scan a QR code can now enter the 6-character code displayed on the check-in screen to record their attendance manually.
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Duplicate Department Merge — Admins can now detect and merge duplicate organizational departments, with all references — goals, recruiting jobs, succession plans, budgets, and audience scopes — automatically repointed to the surviving record.
- Authentication Audit Log — Admins can now view a complete, tamper-proof log of all login and logout events across every sign-in method, with configurable retention and automated pruning.
- BidFit: AI Bid/No-Bid Assessment — Procurement and legal teams can run an AI-powered RFP evaluation that scores each opportunity against the organization's capability profile and produces a documented bid or no-bid recommendation.
- Training Certificates as Permanent Records — Certificates of Completion are now lifetime records: CE credits are snapshotted at the moment of completion and cannot drift if a course is later edited, and certificates no longer expire when a linked certification does.
- Maintenance Mode & Security Lockdown — Admins can now schedule planned maintenance windows and trigger immediate security lockdowns that revoke all active sessions and tokens across their tenant.
- Per-Tenant Session Timeout — Organizations can now configure a custom session inactivity timeout, with each tenant inheriting its own policy independently from the platform default.
- Performance Review PDF Export — Performance review exports now render the full designed layout — including status, ratings comparison, goal cards, and 360 feedback — matching exactly what reviewers and employees see on screen.
