Release notes 2024

2024 12 19 🎁 added added allow viewers to download form responses as a pdf when enabled, anyone who can view the form responses such as the person , manager , or admins will see a download button and will be able to create a pdf of that individual form response request half days in time off when requesting time off, a new checkbox option to make the day a half day now appears emojis are now an option to use in calendar titles now calendars can be customized with a color and an emoji as part of the title ⚒ fixed fixed terminate & backfill workflow now creates backfill immediately when a user submits a scenario via terminate & backfill , the requested backfill will default to the create date of today , and be created immediately no matter the end date of the termed employee 2024 12 16 🎁 added added scenarios list table now shows the next approver in the chain for each scenario when looking at the planning list table of scenarios , a new column is there to show who the next approver is in the chain 2024 12 12 🎁 added added approvals can now include all managers in the chain when setting up an approval stage, the stage approvers option includes a new selection this stage represents which defaults to a single stage the other new option is the one multiple stages, one per manager in the manager chain selecting this will automatically create one stage per manager relative to the requester's hierarchy in the organization approvers can edit scenarios during their approval phase when a scenario is submitted for approval , the approver(s) whose turn it is to review and approve/reject the scenario can now edit the scenario once they approve/reject the scenario is then locked again and can no longer edit 2024 12 06 🎁 added added heatmap color scales now available in dashboard tables when configuring a (non timeseries) table in dashboards, you have new configuration options to show a color on the scale you can also customize the colors as well as the min and max values to highlight 2024 12 04 🎉 new! new! introducing a new primary view in charthop, the calendar docid\ a9vuazhm4xlw3tiaq4mmy includes events such as birthdays , work anniversaries set up holiday calendars for different countries/regions specific modules will bring in new types of events for calendar including comp review cycles with the comp review module performance review cycles with the performance module custom calendars and time off with hris 2024 10 28 🎁 added added forms can now be approved or released in bulk with approve all form responses will move all responses from awaiting approval > approved/awaiting release release all form responses will move all responses from awaiting release > released in admin > org changes history new capabilities including org changes history table select a date range edit and delete moved to icons on the right side of the row updated visual design & field picker export aligned export format to recently updated data sheet and cross platform csv export formatting added and clarified the change detail columns that will appear in the export 2024 10 22 🎁 added added in data sheet , jobs and people tabs now work with date range filters including day, range presets, and custom ranges 2024 09 13 ⚒ fixed fixed saved filters that are relative in nature, now show data relative to the viewer when data sharing full is applied for example, when sharing a dashboard using data sharing full with a chart featuring headcount by ethnicity (by default ethnicity is normally visible) and the saved filter is "under\ me" the viewer will see the ethncity data in the chart as it relates to their employees that report to them 2024 08 08 🔐 s s ecurity update ecurity update for users with access to multiple charthop accounts , each account will require independent authentication when switching accounts this includes users with access to a sandbox test account for their organization once authenticated, tokens will last for multiple sessions as set on that account for fast switching convenience 2024 07 22 🎁 added added in performance reviews and engagement surveys , the participation tracking graph has been updated a single graph displaying the statuses and lists of all participants instead of previous two separate graphs it will display a single percentage that represent the % of people that have reached the “completed” state the “completed” state will vary depending on the form setup these include skipped , done (if it was just submitted), approved (if that is the final state), or released new statuses reflect the next step in a form workflow awaiting approval the form has been submitted, but not approved awaiting release the next step in the workflow is a release after a submission or approval new built in smart bucket manager or ic this is particularly helpful for engagement survey reporting it splits the jobs in an org into managers and ic using is\ manager is\ manager is\ ic is\ ic 2024 07 18 🎁 added added updated apps management experience so that every active app that is syncing now has its own dedicated sync history tab 2024 07 09 🎁 added added updated filter experience in sync history with two updates filters in sync history are maintained after you navigate to details and return to the list you can now send a link with any filters in the syncs updated ats syncs with greenhouse , lever , or jobvite so that you can specify the announce date for new hires 2024 06 05 🎁 added added updated reviews and surveys with sheet and individual views for form responses three new ways to view form responses summary automatically generate a summary with every form based on submissions look at the form responses in the same order as the questions, with preconfigured response types to match the type of question for instance, single select type of questions result in a chart showing popularity of answers, whereas short text type of questions result in a table of responses with optional ai summary sheet view the responses in a data sheet like view to scan across all the answers more quickly for a great compatitive view individual dive into an individual form response to look at their answers as a complete submission 🎁 added added updated data sharing access types for scenarios including three new types standard data access the user will only see changes within that scenario that they would be able to see within the current organization (non scenario), given their access role limited data access the user will only see changes for jobs or people below them in the org chart they cannot view or edit scenario changes above them or outside their reporting line, regardless of their regular charthop access role limited editors cannot view the total cost summary full data access overrides the individual's current user permissions, allowing them full access to all the changes to data in the scenario, which could potentially include sensitive information (such as compensation) depending on their charthop access role it is recommended to only assign those permissions to individuals who regularly have access to highly sensitive information 2024 05 24 ⚒ fixed fixed org chart exports have been updated with four improvements no longer showing departments or groups with zero headcount in summary table removed redundant color legend slide (previously followed the summary table) magnification/zoom level is now more consistent across slides removed tendency to show ceo on slides when leader of the department/group wasn't the ceo 2024 05 17 🎁 added added expanded form options include mobile compatible standalone format and ability to configure form display name 2024 05 16 🎁 added added new core views page in admin to configure default views for org chart , data sheet , and map 2024 05 13 🎁 added added can now schedule actions to run on specific months (for example, every 3 jan, april, july, and october) 2024 05 03 🎁 added added improved send form workflow within engagement surveys and performance reviews including ability to select to send forms via email or slack 2024 04 22 🎁 added added in org chart , improved default organization of fields in visualize dropdown to highlight most popular options at the top customize which fields are highlighted and visible in visualize dropdown 2024 04 17 🎁 added added visualize multiple fields in org chart (up to 3) 2024 04 11 🎁 added added new configuration options for home page ( in admin) with options to select or remove elements like calendar, people moves, etc 2024 04 05 🎁 added added default notification format now with all org option option to send forms to email or slack when sending via an action 2024 04 03 🎁 added added automatically generated form response summaries now with support for all question types 2024 04 02 🎁 added added roles & permissions page now with improved design 2024 03 25 🎁 added added 3 new single change workflows , aka simple workflows , added to scenarios for headcount planning and hris modules create job add a new job to your organization update job edit details on any existing job in your organization terminate and backfill submit termination details and optionally request a backfill 2024 03 17 🎁 added added hris module is now available for purchase hris is the 5th charthop module that works seamlessly with headcount planning, compensation reviews, performance reviews, and engagement the hris module includes configure onboarding and onboarding workflows with custom forms, tasks, and messages new onboarding and offboarding views under people ops tools track onboarding and offboarding progress from employee profiles create and share employee resource pages for the whole company to access option to limit to specific employees, departments, and groups with private option manage time off with configurable request workflows and display who’s out on the dynamic calendar view review, approve, and reject time off requests directly in slack sync payroll information from charthop to your payroll system with a two way sync option for adp workforce now 2024 03 08 🎁 added added expanded options for recipients of actions including onboarding buddies , peer reviewers , recruiters , specific people , and any other custom option 2024 02 21 🎁 added added tasks page is now available on the profile as a profile tab this provides more visibility into current and past tasks including state like pending, completed, or skipped 2024 02 16 🎁 added added fields table in the data model > fields view has been upgraded with many new features it is more performant and with a refined ux including resizable columns, sort options, field types visible, and much more 2024 02 07 🎁 added added build in fields are now configurable to tailor them to your organization including changing name , category , description , and sensitivity type 2024 02 01 🎁 added added field types are now enhanced with icons to improve findability and user experience these icons appear in create/edit field workflows and when adding questions to forms ability to tag or reference another person with an @ symbol through the charthop platform just start typing @ in a text editor and option to select a person will appear that tag then creates a link to that person's profile form response summaries are now available in forms , reviews , and surveys charthop will now automatically create a summary for a form, ordering responses in the same sequence as the form was designed, and generating charts to look at aggregate data for most types 2024 01 25 🎁 added added automated actions now include ability to set custom subject lines for emails 2024 01 22 🎁 added added new navigation and organization for the charthop app including updated and redesigned left sidebar menu with improved organization of charthop capabilities and options updated top utility bar with company logo, breadcrumb navigation, global search, and buttons to access help, notification center, hide sensitive information filter, and user settings new quick help options include ask ai option, quick links contextual to page user is on, and quick links to help center and carrot (cql) reference detailed information about the new navigation found here https //docs charthop com/navigating charthop