--- title: Release Notes Archive 2024 slug: release-notes-archive-2024 docTags: createdAt: 2023-05-16T19:08:21.000Z --- ## 2024.12.19 **🎁 ****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. **βš’Β  ****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** - **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** - **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** - **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 ## πŸŽ‰ 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** - **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** - In **Data Sheet**, **Jobs** and **People** tabs now work with **Date Range** filters including day, range presets, and custom ranges ## 2024.09.13 ## βš’Β  **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 ## πŸ” **S**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** - 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 β€œCompleted” state. - The β€œCompleted” 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:ic ## 2024.07.18 ## 🎁 **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** - 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** - 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** - 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 ## βš’Β  **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** - Expanded **Form** options include **Mobile** compatible **Standalone** format and ability to configure **Form** display name ## 2024.05.16 ## 🎁 **Added** - New **Core Views** page in **Admin **to configure default views for **Org Chart**, **Data Sheet**, and **Map** ## 2024.05.13 ## 🎁 **Added** - Can now schedule **Actions** to run on specific **Months** (for example, every 3 Jan, April, July, and October) ## 2024.05.03 ## 🎁 **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** - 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** - Visualize multiple **Fields** in **Org Chart** (up to 3) ## 2024.04.11 ## 🎁 **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** - 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** - Automatically generated **Form Response Summaries **now with support for all question types ## 2024.04.02 ## 🎁 **Added** - **Roles & Permissions page** now with improved design ## 2024.03.25 ## 🎁 **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** - **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** - Expanded options for recipients of **Actions** including **Onboarding Buddies**, **Peer Reviewers**, **Recruiters**, specific **People**, and any other custom option ## 2024.02.21 ## 🎁 **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** - **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** - **Build-In Fields** are now configurable to tailor them to your organization including changing **name**, **category**, **description**, and **sensitivity type**. ## 2024.02.01 ## 🎁 **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** - **Automated Actions** now include ability to set custom subject lines for emails ## 2024.01.22 ## 🎁 **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).