Release notes

2025 10 20 🎉 new! new! signatures docid apezekdhaachazccuaem you can now have users sign any pdf that you upload to charthop triggered from an automated action ⚒ fixed fixed tasks sent from actions now appear in modal yes/no fields in filters for profile tabs were not working changing question types within a form made all total headcount calculations consistent in dashboard data sheet views are now consistent send & completion data on the tasks page was incorrect 2025 10 06 🎉 new! new! configuring the home page docid 3bbprw egbg1yxia0fl0c logos and colors in the header released for all organization form responses docid\ qbdlka yzjmozhsqlfw k added one click "create as dashboard" button to form responses in forms, surveys & reviews form responses docid\ qbdlka yzjmozhsqlfw k added "copy to dashboard" button for built in charts within in forms, surveys & reviews pdf document templates users can now upload existing pdfs directly as templates for signatures copy all data + headers within comp reviews added "copy all data + headers" button to workbooks within comp reviews signature title option added option to exclude job titles from signatures ⚒ fixed fixed fixed incorrect chart graphs in dashboard exports fixed inability to scroll through employee list when changing managers on data sheet fixed display issue with uneditbale fields in custom tab of people dialog fixed percentage and money formatting for smart calculations in the data sheet fixed overlapping text when submitting large numbers of changes on the data sheet fixed "today" in the data sheet not pulling data and the all time view not saving fixed time off policy guidelines only being visible to owners and admins fixed missing form data in review task list 2025 10 01 🎉 new! new! ats integration enhancement added ability to default all jobs coming from ats inbound syncs to manager shared visibility rather than organization wide, giving better control over job posting visibility translation coverage increased translation of data sheet fields, calendar views, and profile sections for improved international user experience time off policy display removed unlimited balance indicators from employee facing interfaces for unlimited time off policies, allowing organizations to customize messaging through policy display names ⚒ fixed fixed fixed grants dropping off unexpectedly from equity profile charts before actual vesting completion dates updated custom field mapping for deel integrations balance adjustment screens show accurate previous values when using effective dates other than today 2025 09 23 🎉 new! new! newly redesigned inviting users docid\ geko2l3unetwyidsysjfg and managing users docid\ ujhzc5s2myr mpfvcw aj added ability to request time off for admins docid\ yxukgcuu6tev3qgelyyxs in increments as low as one hour ⚒ fixed fixed clicking twice would sent duplicate taks in reviews and surveys 2025 09 16 🎉 new! new! ask charthop an ai first experience with ask charthop prominently displayed on the homepage, complete with suggested prompts for quick access to ai assistance preview images in file preview image files now display as previews alongside pdf task type labels added a column for task type on the managing tasks docid\ augk05iqto acrgcmff60 and throughout the platform (e g , "submit form" instead of generic labels) startdatelifetime docid\ a1 ef8jyh0spf5w8u0nqq a new startdatelifetime field captures the very first hire date for employees who may been rehired nps() docid 04iepdcqz22lumwt6yoq added nps() method in cql for simpler employee net promoter score calculations file upload names original filenames are now preserved when uploading files to custom fields instead of being renamed added ability to edit home email for preboarding users ⚒ fixed fixed issue where scheduled actions were triggering duplicate notifications 2025 08 26 🎉 new! new! show miscellaneous option in files dropdown show files that are not attached to a field 2025 08 19 🎉 new! new! managing tasks docid\ augk05iqto acrgcmff60 pending tasks for form submissions, signature, time off request and general tasks can now be reassigned both within a survey or review or on the general tasks page time off for employees docid\ y6xnkagvcydownxdbfuvt for employees employees can now edit their own future time off requests, automatically triggering re approval workflow when needed enhanced search main search bar now supports searching by first name, preferred name, last name, middle name, and email for improved employee discovery onboarding & offboarding built in categories categorize fields and actions with built in categories for onboarding and offboarding automated actions docid 6k2uhp22mlgnhaovzq0yx apply a categories docid\ tpkhvexrov1c9jv2x6vdv to automated actions docid 6k2uhp22mlgnhaovzq0yx which will then translate to tasks created by those actions automated actions docid 6k2uhp22mlgnhaovzq0yx is now available to all customers previously it was only available to our charthop hris customers ai summaries docid\ n7l6ftd6wh1vlu9oxfb y are out of beta and generally available they still must be turned on in ai settings ⚒ fixed fixed issue where yes/no field values would briefly appear then disappear when set in data tables issue where clicking away from edited cells didn't always save changes for certain field types microsoft sso login issues resolved with a clearly loading state renamed field categories to categories open on org chart button didn't open to person on people data sheet 2025 08 12 🎉 new! new! demo account integration users can populate accounts with sample data when trialing or using a self serve account time off policy display controls separate internal and employee facing policy names time off policy sorting customizable sorting for time off policies on profiles control time off policy display to employees added display name and guidelines fields for time off policies with employee visibility controls ⚒ fixed fixed any fields written in markdown in charthop will translate to html in your jobvite integration so job postings show as designed 2025 07 28 🎉 new! new! change history functions new cql functions for retrieving job and person change history jobfieldchanges() docid\ zdzyou19mgdt iqttuzyx and personfieldchanges() docid\ hvugzzqmjwqoykwotx2ec policy year settings ui dropdown for setting policy year start dates adjustment management api create, update, delete endpoints for time off adjustments time off export filters policy, entry type, approval status filters time off policy bundles bundle policies for cross account installation holiday calendar bundles bundle calendars for sharing between accounts admin time off request editing admins can edit request dates and policiess files export screen export all files functionality for admin users ⚒ fixed fixed imported images from bamboo should no longer be blurry 2025 07 14 🎉 new! new! balance page for time off for admins docid\ yxukgcuu6tev3qgelyyxs added search and filter to time off policies page time off for admins docid\ yxukgcuu6tev3qgelyyxs rounding for time off policies ability to filter on user events inside of automated actions docid 6k2uhp22mlgnhaovzq0yx for example user invite with a filter of event entity status\ preboarding ⚒ fixed fixed person update were throwing when they shouldn't have been fire both user create and user invite events when a user is both invited and created updated visibility note on unreleased forms an issue where signature options couldn't be disabled in forms an issue with mobile business cards added move a person to a new job docid\ kynbbhfassro fsj7bmsx option to job panel on data sheet issue with overflow of the data sheet docid\ xtd4dg4i 4 nmwjfesq0s right click menu improved loading on time off exports page issue with edit charts page not loading form names were not displaying for resubmit form tasks issue with exporting of data sheet icons shrinking on data sheet header announce data issue for rippling (licensed api only) docid\ mdbjw0ckcmtjauw1yv5r2 app installs 2025 07 11 🎉 new! new! view time off balance details on policy and profile pages employees and admin can edit pending and approved time off requests added policy column on time off table added ability to create bundles and automatically share between sandbox and production accounts support for nested asof() expressions ⚒ fixed fixed total issued grants no longer include planned grants 2025 07 09 🎉 new! new! new findtimeoff function now available ⚒ fixed fixed removal of indirect managers shows as expected on home page & people moves fixed average caluclations on data sheet small view pie charts now load correctly time tracked person fields now usable to generate tasks calendar count discrepancies for time off have been fixed empty space in some dashboard formatting removed 2025 07 02 🎉 new! new! hover on data sheet shows "other" signifier if more than ten options are listed added screenshot mode on org chart option to remove light gray background and pto information when taking screenshots org option for time off added to enable showing time off more than 30 days out 2025 07 01 🎉 new! new! new financial settings to set rounding parameters for field types across application ⚒ fixed fixed rounding in letter templates consistently matches comp reviews 2025 06 30 🎉 new! new! customers can now create bundles each individual can now see ai chat history scenario comments can be edited & deleted scenario comments can be added post merge ⚒ fixed fixed past approval chains show the correct person from approval, even if they have departed the company or changed roles 2025 06 23 🎉 new! new! allow for customizable turnover function to calculate using monthly averages ai chat ui updates multi language options and finch integrations are now in beta 2025 06 13 🎉 new! new! allow for `intervalfrom` and `intervaluntil` to be read in a content block copy charts to another dashboard easily see percentage used of each budget in comp reviews paused comp reviews will show managers a read only state of the review added button to remove sort order on new data sheet allowed view only access to forms, reviews and surveys if you have forms, review or survey data, but do not have access in your plan announce date is now supported in csv imports & syncs for departures & hires ⚒ fixed fixed more easily drag & drop charts to rearrange a dashboard an issue where charts weren't showing the "none" totals even when checked group images not appearing on initial load of new data sheet an issue where the date picker was being cut off on the new data sheet editing of phone and email on the new data sheet blocked duplicate columns from being added on the new data sheet an issue where forms that were "identified" and about "no one specifically" would allow you to hide the identity of the respondent the proper way to do this is a anonymous and de identified surveys & forms docid\ kexbckk0plhmifv1npcqf 2025 06 10 🎉 new! new! dayofweek() docid\ tbktqgp6qjlkkeewk 10n added as a new carrot function to return the day of the week for a given dates the managers docid\ pup93f 7bcs0fsqn19sj field can be selected to be used in de identified surveys data sheet (new) docid 64tkpf4i0muwo400tirzm allows you to open files without downloading them ⚒ fixed fixed an issue where the new data sheet would require two clicks to open an issue where the new data sheet where adding columns would distort the layout an issue where the new data sheet where pressing delete wouldn't initiate edit mode 2025 06 09 🎉 new! new! you can now unlock access to all of our apps and integrations that are in alpha with the toggle "alpha apps and integrations" this gives customers early access to in development integrations to bring more data into charthop! a new table in the tasks tab within reviews and surveys added support for rich text editing on the new data sheet ⚒ fixed fixed an issue with the loading of tasks and displaying dates on the home page incorrect due dates displaying on tasks on the home page a display issue with field category groupings 2025 06 04 🎉 new! new! users without access to a job's compensation can now submit scenarios for approval, while maintaining data access rules & not revealing compensation ⚒ fixed fixed ability to delete groups if a child group had previously been deleted ability to create and delete a group on the same day 2025 06 03 🎉 new! new! multiple signatures now supported in documents ⚒ fixed fixed resolved issue with options being reset when trying to change colors and labels in chart editor weeks per year and hours per week are editable in the base field on data sheet comp bands are now editable on the new data sheet v2 groups (department, custom groups, etc) are editable in data sheet v2 departed employees who are collaborators in comp reviews now get removed fixed ui issue with date picker in edit job modal 2025 05 28 🎉 new! new! added ability to compare 2 scenarios on the impact tab to see financials, headcount, and more side by side ⚒ fixed fixed added validation for dashboards labels to prevent odd display issues with duplicate labels columns and headers alignment fix for data sheet v2 (in beta) time off requests where an employee reports to an open job now get routed to their skip level manager 2025 05 20 ⚒ fixed fixed made home page task loading more reliable 🎉 new! new! welcome emails can now be customized with carrot reference docid\ fl emyhb9f8nzl2vza9fq added ai settings page added module settings page lattice app alpha release password reset email updated 📱 updated! updated! ios version of charthop mobile app updated restored ai chat feature (if enabled) improved session token timeout so that active sessions will extend time window previously, every 30 days regardless of activity, the mobile app required a login now, active sessions will extend the requirement 30 days this means active use will prevent app from requiring frequent logins android app will be updated shortly 2025 04 29 ⚒ fixed fixed basecomp lastraise percent field now takes into account any and all base increases whether they're isolated or attached to a job change form surveys now allow a new task to be sent after a user skips the original task fixed issue with filtering by groups on form responses ui tweak to allow editing nps charts in dashboards variabletarget now editable in new data sheet filters on org changes history export now apply when exporting restriction on uploading single select values removed comp bands importer 🎉 new! new! time off policies now support half days task name can now be edited when creating actions 2025 01 13 🎉 new! new! native mobile charthop app now available for download great companion app for charthop users charthop mobile app docid\ tcrb vpbsj99cmlsxv8n3 for quick contact info on the go app store links iphone https //apps apple com/us/app/charthop directory/id6717590153 https //apps apple com/us/app/charthop directory/id6717590153 android https //play google com/store/apps/details?id=com charthop mobile\&pcampaignid=web share https //play google com/store/apps/details?id=com charthop mobile\&pcampaignid=web share 2025 01 08 ⚒ fixed fixed greenhouse app settings ui has been updated for clarity the language changed from source of truth to inbound/outbound reduced complexity with options that now simply show or hide depending on if they are valid