Release notes 2023

2023 12 19 🎁 added added reports is now called dashboards in the charthop navigation and throughout the app surveys now have a dedicated page within charthop called engagement and no longer share the same page with reviews it is also possible to move any current or historic surveys to engagement for better organization 2023 12 07 🎁 added added the adp data connector app is now available for all customers connect your adp workforce now instance to charthop in a matter of minutes the workday reports app is now available for all customers charthop can ingest people and job data from a configured workday report , to make data integration easier than ever the backfillfor field now behaves the same way that an automatic backfill behaves, when looking at job history now, if a new job is created as a backfill for an old job, the job history for the old job will show up in the job history of the new job, so charthop users can see the history of the job over time 2023 12 06 🎁 added added carta app now supported in sync history e trade app now supported in sync history 2023 11 17 🎁 added added support for forms to use some of the built in person fields like gender , ethnicity , birth date and more 2023 11 13 🎁 added added custom mapping to department and office fields now supported in greehouse sync 2023 11 09 🎁 added added two variations for the built in role , people ops admin people ops admin (no comp data) people ops admin (no sensistive data) 2023 11 01 🎁 added added sftp now supported in sync history new built in role , people ops admin, which is an admin level role with access to sensitive data and workflow management ⚒ fixed fixed syncing profile images with slack now more reliable 2023 10 25 🎁 added added ability to access profiles of departed employees 2023 10 23 🎁 added added ability to uninstall bundles including ability to uninstall associated fields as part of the uninstall process 2023 10 13 ⚒ fixed fixed bug fixed with filters when selecting field category, it now generates the correct selectable list to choose from 2023 10 12 🎁 added added updated forms and reports tables 2023 10 10 ⚒ fixed fixed bug fixed with images syncing from adp integration 2023 09 29 🎁 added added ability to share reports , scenarios , and datasheets with departments and teams 2023 09 28 🎁 added added updated tasks list on the home page added ability to add “soft” or “hard” deadlines to a form within a review added ability to allow forms to be skipped within a review added new graph for monitoring progress within a review 2023 09 20 🎁 added added view as now supports viewing as a person not yet invited to the organization 2023 09 19 🎁 added added updated design of forms settings page so it is better organized and easier to understand 2023 09 18 🎁 added added new scenarios view consolidates all scenarios into one unified, sortable table update includes new bulk actions for combining, archiving, unarchiving, and deleting 2023 09 14 🎁 added added new scenario merge event that can be used to trigger actions , such as notifications, when a scenario is merged ability to close a form within a review 2023 04 25 🎁 added added added error handling when selecting ineligible user to notify after approval added the "powered by carta" logo in the equity tab new carta app ui improvements updated sapling logo show collaborators in reviews/approver config panel performance improvements ⚒ fixed fixed bug fixed comp reviews status tag does not change color error for missing workdayid restore spacing between person and job title on the history page fixed issue with tabbing out of search box sets a "q" in the path resulting in a blank screen on refresh formatting improvements for rich text editor 2023 04 24 🎁 added added new features added the ability to mark fields as "required" when opening and modifying jobs learn more https //docs charthop com/requiring fields when opening jobs added related comments to the email sent when a compensation review is rejected added the ability to select a fallback approver for scenarios in org settings ⚒ fixed fixed fixed an issue where multipliers weren’t showing when configuring compensation bands fixed an issue where the head of an org chart could not be edited in the job edit dialog fixed an issue where updates to persons would falsely validate required fields fixed an issue where required fields were not enforced for the department field ats app integrations fixed an issue where the currency and interval fields from lever would not map to the would not map to lever's compensationband object fixed an issue where the lever api failed when compensationband max had a value fixed an issue where patch requests to re open jobs were sent before deleting the opening in greenhouse fixed an issue where pre mapped jobs were transferred when matched to the job grouping criteria fixed an issue where newly generated req codes didn’t appear in confirmation emails fixed an issue where multiple openings were created when setting jobs to active status 2023 04 10 ⚒ fixed fixed fixed an issue where total compensation displayed the incorrect org currency in the compensation tab in the employee profile fixed an issue where all grants associated with an employee did not display in the personal history and equity grants tabs in the employee profile fixed an issue where interval and currency values were not sent successfully to outbound integrations when compensation bands were updated fixed an issue where the equity grants tab in the employee profile did not display the correct message when equity grants were not found fixed an issue where job history tabs did not render correctly 2023 03 27 🎁 added added new features added the ability to export compensation information in multiple columns provides the ability to make more detailed bulk edit compensation changes with a spreadsheet upload changed the create and edit field dialogs to use checkboxes instead of sliders added the ability to view the slack id for charthop users in the data sheet can help troubleshoot which charthop users have slack ids or not added the ability to map compensation band information from an external system to fields in charthop scenarios added the ability to export comments from a scenario compensation reviews updated the comp reviews module to require typing the word “launch” before confirming that you want to launch a compensation review ⚒ fixed fixed fixed an issue where exported data was not reflecting the same values as shown in the comp review page 2023 03 13 🎁 added added new features added support for using variabletarget sub fields in csv uploads and custom field mapping added the basecompchanges field which returns a list of the changes to a job’s base compensation over time in chronological order added the ability to set effective dates for retired bands added a new stock price rolling average org option to support the ability to configure the number of days used in the average stock price calculation org chart added improved color logic in the org chart to help with readability added the ability to omit sensitive data when exporting an org chart scenarios selecting a collaborator’s photo in scenarios or compensation reviews opens sharing settings updated sharing options in scenarios to be parallel in both name and order compensation reviews updated the all reviews due date option to have the auto skip checkbox unchecked by default on the key dates tab added the ability to export comments from a compensation review cycle owners have been relabeled as "compensation review owner(s)” added the ability for reviewers and approvers to be able to reject skipped proposals ⚒ fixed fixed fixed an issue where exporting variabletarget from the data sheet with a variabletargetpercent would export the wrong variabletarget value fixed an issue where the save button would not activate in the edit job modal when hours per week, weeks per year, hourly, or base were changed fixed an issue where even though hoursperweek and weeksperyear existed in the spreadsheet import wizard, they couldn’t be used in uploads fixed an issue where stockgrants would return null when used in a template fixed an issue where smart default currencies were not properly set when importing employee data syncs with non us countries fixed an issue where basecomp or basecomp pay fields would not have the same display settings as their parent fields when set in compensation reviews or scenarios fixed an issue where ats outbound syncs would take longer to complete for non us clients 2023 02 27 🎁 added added new features added the ability to enter an effective date when retiring compensation bands added the ability to edit start date at org startdateorg from the data sheet and through spreadsheet import added the ability to configure the number of days used to calculate average public stock price added the ability to edit planned start date startdateplanned through spreadsheet import and data sync added an option to export the org chart without employee names deselecting the new include employee names option when exporting removes employee names from exported slides added an option to export the org chart with sensitive data (for example, certain open jobs) the new include sensitive data option is selected by default when the sensitive data eye icon is toggled to visible when sensitive data is hidden, you must select the include sensitive data option to include sensitive data in the export added support for up to three linear approvers in scenario approvals (currently in beta) added ability for basic charthop customers to disable birthday and anniversary actions added option to display and configure the number of decimal places used in tooltip labels for charts added the ability to edit hours and weeks directly within the base basecomp field ⚒ fixed fixed fixed an issue where there was a discrepancy in calculations between stock valuation in org settings and in employee equity grant profile tabs 2023 02 13 🎁 added added new features improved the error message that a user receives if a form won’t load improved the naming convention for downloaded files to better indicate what is contained in the file reports (csv format) \[org name] \[chartname] \[timestamp] csv reports \[org name] \[reportname] \[timestamp] pptx org charts \[org name] \["org chart"] \[timestamp] pptx adjusted the table chart settings to include a more easily understood show total column option adjusted where missing location information is shown on the map page compensation reviews added support for a custom effective date for primary data used for a compensation review setting an effective date for primary data allows compensation review owners to control the date that employee data, including compensation and reporting structure, is used as a basis for a compensation review added the ability to manually skip a reviewer during a compensation review added the ability for reviewers and approvers to choose a different currency in budget visualizations for a compensation review ⚒ fixed fixed fixed an issue where users could not visualize the org chart by base salary fixed an issue where not all data was displaying for compensation bands 2023 01 31 🎁 added added new features to better reflect current functionality, the delete compensation bands button has been renamed to retire compensation bands added support for reports to allow y axis ticks to include smart maximums and evenly spaced tick intervals added the ability for ats inbound job data syncs to fully process jobs without complete data compensation reviews added the new reviewer dropdown in the full team overview tab, which allows you to view all employee pods that a reviewer/approver is responsible for in a compensation review added support for the department, manager, reviewer and carrot filters to be applied to the budget visualizations on the full team overview tab carrot changed the startdate() function to update from the "planned" start date to the "actual" start date once the job has been filled changed the startdateorg() function to update from a "null" start date to the "actual" start date once the job has been filled updated the planned grant field by splitting it into three distinct fields planned grant planned grant (shares) planned grant (value) ⚒ fixed fixed fixed an issue in the greenhouse ats integration app where job codes matched using the 'group job openings' setting when "title” was set to “none” would not create job openings under their respective matched jobs fixed an issue where the custom conversion rate would not allow any value above four characters in the currencies and costs tab of org settings fixed an issue where spreadsheets for bands with custom job levels were missing the “delete” column in the job levels tab when exported fixed an issue where “base” would not display for employees when selected from the visualize dropdown in the org chart fixed an issue where point markers were being incorrectly cropped in line and area charts fixed an issue where cloning a report with the ignore report filters option toggled on, would result in the new report having the feature toggled off fixed an issue where tier values couldn’t be duplicated between band tiers fixed an issue where job cards in powerpoints would not have any color applied to them when exporting an org chart to powerpoint if the highlight boxes option was set to the default value of "department and team” fixed an issue where text content in the compare field in reports could not be deleted fixed an issue where the about tab in employee profiles did not properly display start dates for upcoming new hires fixed an issue where comp band job groupings did not display in the same format they were uploaded in fixed an issue where creating new bands with previously used job level ids would result in errors fixed an issue where downloaded spreadsheet templates for bands with multipliers were missing their multipliers fixed an issue where band locations would not update when using the wizard fixed an issue where failed ats webhooks did not show error messages in the sync history page fixed an issue where org charts wouldn’t generate when applying filters to the embeddable org chart app 2023 01 17 🎁 added added new features added the ability to edit the basecomp field so that users can update hourly and annual compensation from the same field when performing budget allocations in compensation reviews or in the data sheet compensation bands graphs have been updated to display band levels more clearly compensation reviews added the ability to automatically skip incomplete approvals and mark them as skipped after the all reviews due date passes this clears any remaining to dos for lower level approvers and allows final approvers to complete their final approval when the new skip incomplete reviews after due date option is selected, the all reviews due field is disabled automatically once a cycle has been launched to prevent changes from being made to prevent any errors, the final approvals due date cannot be edited after the compensation review has been launched to better align with its functionality, the send reminder option is available only from the cycle overview tab for compensation review owners added a more streamlined final approvals page for final approvers added the ability to use custom column header colors in the reviewer workbook integrations outbound error messages on the app sync history page have been updated to display more helpful and informative error messages added the ability for the workday adaptive planning app to automatically have access to all scenarios, compensation reviews, performance reviews, and headcount plans that are configured to be available for import in the app added support for multi select fields for custom field mapping added the ability for greenhouse users to be notified of any sync failures ⚒ fixed fixed fixed an issue where loading anniversaries and birthdays on the dashboard prevented users from clicking links on the page fixed an issue where compensation bands data did not display completely when the table view was selected fixed an issue where changes were not saved when trying to update a single select custom field using the edit job option fixed an issue where template filters were interpreting commas incorrectly fixed an issue where statuses in the app sync history page displayed inconsistently fixed an issue where the history page was not refreshing after changes were made based on filter and display selections fixed an issue where custom fields displayed with incorrect capitalization and multi select fields were truncated incorrectly in edit dialogs fixed an issue where users could not select a value within a field because the value had an extra space at the end, which caused errors fixed an issue where the workday adaptive planning app would display an error when it did not have access to a scenario or compensation review that was not shared with the app fixed an issue in reports charts where selecting the % of total option as an aggregation caused an error with the value formatting in the chart fixed an issue where payroll syncs did not sync images correctly to charthop fixed an issue where indicators on the x axis were incorrectly cropped in horizontal bar charts fixed an issue where the ats req id value was not updated after outbound job creation failed fixed an issue where manually hiring a person in charthop did not update the recruit status to pending fixed an issue where adding a new job to a scenario and exporting the org chart in the scenario caused an error release notes from 2022 https //docs charthop com/december 2022 release notes