--- title: Release Notes Archive 2025 slug: release-notes-archive-2025 docTags: createdAt: 2023-05-16T19:08:21.000Z --- ## 2025.12.28 🎉 New! - Bulk edit jobs in the data sheet - Added 429 error screen - Time Off Accruals & Carryover options added to time off policies - Added a "Copy all data & headers" button to the New Data Sheet - Added invite token for Preboarding users - A new "Action" column within the time off ledger view ⚒ Fixed - New Hires with Future Announce Dates were not able to be invited - New Hires with Future Announce Dates were not receiving tasks ## 2025.12.23 🎉 New! - **Qualified Electronic Signatures** - ChartHop now supports Qualified Electronic Signatures (QES) for organizations that require a higher standard of signature verification, particularly for European compliance requirements. ## 2025.12.15 🎉 New! - New and improved Data Sheet with pro capabilities including - Navigate with spreadsheet keyboard commands - Quickly add columns including custom calculations (like spreadsheet formulas) - Copy out of Data Sheet and paste into spreadsheets - Much more! - Option in Time Off to make Notes optional - Time off Export updated with all entry types - Carryover and following year added to Time Off profile tab - [Troubleshooting time off](docId\:yS8WAGQbtjmK9vwA3Nr-Q) - [Calendar](docId\:a9VUAZHm4xlW3TiaQ4mmy) - [Data Sheet](docId\:XTd4DG4I_4_nMwjfEsq0S) ⚒ Fixed - Date picker issues with min/max values on data sheet - Multi-select overflow formatting on data sheet - Added kebab menu to data sheet - Editing job code on data sheet - Smart bucket column header summary preview for on data sheet - Display issue with Action descriptions - Lever Requisitions App renamed to Lever ## 2025.11.03 🎉 New! - [Preboarding](docId\:o84lTFv6kh2imp46wNwZP) users can now be invited and then request a new access refresh. - Added 429 error screen - Time Off Accruals & Carryover options added to time off policies - Added a "Copy all data & headers" button to the New Data Sheet ⚒ Fixed - Display sensitivity of files on Files page - Show Other in de-identified survey if there are not enough responses to group. - Approver error message within Time Off Policy - How forms handle the deletion of a field with a questions contained in it - Permission errors within forms - Weekend & holidays can not be selected conflicts with partial days - Fixed copy and paste for managers on the data sheet - Data shee pulls up job panel for people and jobs ## 2025.10.20 🎉 New! - [Signatures](docId:-APezeKDHAACHAZcCuAem) - You can now have users sign any PDF that you upload to ChartHop triggered from an automated action ⚒ Fixed - Display sensitivity of files on Files page - Show Other in de-identified survey if there are not enough responses to group. - Approver error message within Time Off Policy - How forms handle the deletion of a field with a questions contained in it - Permission errors within forms - Weekend & holidays can not be selected conflicts with partial days ## 2025.10.06 🎉 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 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! - **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 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! - Newly redesigned [Inviting users](docId\:geKO2l3uNeTWyIDSysJfG) and [Managing users](docId\:uJhZC5s2MyR-mPfvcw_Aj). - Added ability to request [Time off policy settings](docId\:YxUkGCUu6tev3qgeLyYxs) in increments as low as one hour. **⚒ **Fixed - Clicking twice would sent duplicate taks in Reviews and Surveys ## 2025.09.16 🎉 New! - [Ask ChartHop](docId\:Ey_nPQlPouWcmB1LsvUF7)** **- 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 - Issue where scheduled actions were triggering duplicate notifications ## 2025.08.26 🎉 New! - **Show miscellaneous option in Files dropdown** - Show files that are not attached to a field. ## 2025.08.19 🎉 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 - 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 🤖 LLM Model Change - Moved from Anthropic model Sonnet 3.7 to Sonnet 4.0 ## 2025.08.12 🎉 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 - 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! - **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 - Imported images from Bamboo should no longer be blurry. ## 2025.07.24 🎉 New! - **Display Full Page Form on Profile Tab** - Forms assigned to a profile tab now render as a full-page experience, giving managers and employees more room to view and complete form content directly from the profile. - **Delete Profile Option** - Admins can now remove a person's profile directly from the UI without needing to remove the job first. Deleting the person automatically removes the associated job. ## 2025.07.14 🎉 New! - Balance page for [Time off policy settings](docId\:YxUkGCUu6tev3qgeLyYxs) - Added search and filter to time off policies page - [Time off policy settings](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 - `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! - 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 - Total issued grants no longer include planned grants ## 2025.07.09 🎉 New! - New findTimeOff function now available **⚒ **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! - 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 Financial Settings to set rounding parameters for field types across application **⚒ **Fixed - Rounding in Letter Templates consistently matches Comp Reviews ## 2025.06.30 🎉 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 - Past approval chains show the correct person from approval, even if they have departed the company or changed roles ## 2025.06.23 🎉 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! - 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 - 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! - [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 - 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! - 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 - 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! - Users without access to a job's compensation can now submit scenarios for approval, while maintaining data access rules & not revealing compensation **⚒ **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! - Multiple signatures now supported in documents **⚒ **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! - Added ability to compare 2 scenarios on the Impact Tab to see financials, headcount, and more side by side **⚒ **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 - Made home page task loading more reliable 🎉 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! - 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 - **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! - Time Off policies now support **half days** - Task name can now be edited when creating **Actions** ## 2025.04.25 🎉 New! - **Group Mapping via SFTP/RAAS/Google Sheets** - Admins can now populate group mappings (departments, locations, custom groups) via SFTP, RAAS, or Google Sheet imports, making it easier to keep group structures in sync with external data sources. ## 2025.01.13 🎉 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 - **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