The Impact Summer release is here! If it’s been a little quiet on the release front it’s because we’ve been focused listening to you, our customers and driving improvements to how you management continuous performance management. Enjoy a smoother, more efficient workflow with these enhancements!

Improved Review Recipient Selection Interface

The review participant selection page for review admins is now redesigned to match the survey participant selection interface, ensuring a consistent user experience. Enhanced filtering options are introduced, including Teams, Users, Locations, Tenure, and Custom Tags, similar to the survey section. Exclusion criteria are now available, allowing filtering by exclusion parameters akin to the inclusion options for surveys.

The interface supports multi-reviewer selection with familiar bulk action controls and an integrated search function within the participant list for easier navigation. By default, the review recipients will be set to "Specific teams, users, or locations," distinguishing it from the survey flow while still allowing admins to select all employees if needed.

Flexible Survey Close Timing

Users can now customize the number of days a survey remains open post-launch, enhancing flexibility beyond the existing predetermined options. A simplified list of predefined days has been introduced, along with the capability to enter a custom number of days directly. This customization does not affect current or scheduled surveys, which will maintain their previously selected closing times.

Improved Custom Tags Management

Introduced a new feature that allows users to select from an existing list of tags when adding custom tags to employee details, reducing errors caused by typos and eliminating the need to repeatedly create the same tags manually. This functionality mirrors the tag selection process utilized in review sections, ensuring consistency and efficiency for users managing employee information.

Improved Sorting and Filtering for 1:1 Action Items

The 1:1s tab now features enhanced sorting and filtering capabilities for action items. Users can filter action items by status (All Status, Open, Closed, and Overdue) and sort them by parameters such as Event, Status, Participant, and Due Date. Action items are now sorted with events having defined due dates appearing first when sorting by "Due date," followed by those without. This update ensures a more organized and accessible view of tasks, helping users prioritize and manage their due and overdue items effectively.

Enhanced Review Organization in "My Reviews" Tab

Finished reviews in the "My Reviews" tab are now organized by the cycle deadline instead of the logged-in user's submission date. Previously, reviews lacking a defined self-evaluation date were grouped under "Null" and placed at the bottom of the list, creating organizational issues. This update ensures a more intuitive arrangement, prioritizing cycle deadlines for streamlined access and review management.

Enhanced People Directory Filters

The People Directory now includes enhanced filtering capabilities, allowing users to not only sort by team or manager but also by custom tags and location. Existing manager and status filters have been consolidated into this new filter framework. Additionally, a clear button has been added for users to easily reset all applied filters.

Enhanced PDF Export for Likert Scale Responses

When exporting review results to PDF, both the numeric Likert scale values and their corresponding descriptive text are now displayed. For example, if a response is recorded as "5. Totally agree," both the value "5" and the text "Totally agree" will appear in the export. This enhancement provides clearer insights into the responses, with percentages reflecting the number of employees giving each answer.

Improved Survey Analytics Heat Map Export

The export functionality for survey analytics heat maps now includes the overall average score. Previously, when downloading the heat map as a .csv file, the average value did not display alongside filters such as teams, managers, or other categories. This enhancement allows users to better analyze survey data with a comprehensive view of scores across various segments.

🛟 Smaller Enhancements

Improved Tenure Filter Functionality - The Tenure filter now applies immediately when selected, enhancing user experience by reflecting changes in the survey or review list without needing to select additional filters. For example, setting a minimum tenure of 30 weeks will promptly update the displayed list to match this criterion.
Updated Review Copying Functionality - Resolved an issue where copied reviews retained the original timeline settings such as start and end dates, and evaluation deadlines. Now, when copying a review, all timelines are set to default settings for new reviews, ensuring a consistent starting point for all newly copied reviews.
Change in Default Review Submission Behavior - The default behavior has been reverted to the previous behavior and allows users to submit reviews even after the deadline has passed. The toggle remains accessible on the 5.Timeline page, giving users more flexibility in managing their review submissions.
People Tab Added to Team Profiles - The People tab now available on team profiles provides a comprehensive list of all team members, displaying their name, job title, manager(s), and team affiliations.
Reviewer Display Update in Exported Files - Resolved an issue where exported files showed "Anonymous" in the reviewer field when reviews had anonymous visibility settings. The field will now display "Reviewer" in all export formats, including PDF, Excel, and CSV. Additionally, this update is applied to the progress page within reviews.
Correct Deadline Handling for Self-Evaluation Notifications - The handling of deadlines in self-evaluation reminders and notifications has been updated to correctly use the self-evaluation deadline instead of the reviewer's deadline. This fix ensures that notifications sent to Waypoint accurately reflect the intended deadlines for self-evaluation tasks. This change affects both reminder notifications and the start review notification processes.
Context Panel Tab Visibility - Resolved an issue where context panels in 1:1s and Reviews showed tabs for features that were disabled in workspace settings. Now, when a feature is disabled, its corresponding tab will automatically be hidden in the context panel, ensuring a more streamlined and relevant user interface.

🪲 Bug Fixes

Real-time Update for 1:1 Meeting Agendas Resolved issue where 1:1 meeting agendas were not updating in real-time for production users.
Resolved Word-Break Issue in Review Questions Fixed an issue where words were breaking incorrectly in review questions on the progress page due to CSS styles.
OldstyleParticipants Preference Resolved Resolved issue where reverting to the oldstyle participants preference inadvertently displayed the new participants page after navigating back from the questions page.
Reviewers List Issue Resolved Fixed an issue where reviewers were being removed from the review when specific checkboxes were not selected on the Participants page.
Improved Response Display on Review Progress Page Responses on the review progress page are now adjusted to fit the page width for better readability.
Resolved Issue with OKR Questions in Templates Fixed an issue where OKR questions in a review cycle template did not pull corresponding MKR questions and disappeared from the questionnaire.
Fixed Visibility of IDP Template Previews IDPs now correctly display the preview when starting a new IDP from a template.
AI Pulse Survey Generation Error Resolved Resolved an issue causing a 500 error when using the "Generate Pulse Survey" button in AI Pulse Surveys.
Scroll Bar Added to Score List A scroll bar is now available for navigating the score list in linear questions, providing easier access to all scored attributes.
Employee Profile Objective Display Bug Resolved Corrected an issue where creating an objective on an employee profile page inaccurately displayed the logged in user's objectives instead of the selected employee's.
Improved Indentation in Notes Resolved an issue where pressing the tab key in the notes section inadvertently activated keyboard assistance instead of indenting text.