Release Notes Archive 2025
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 offAdd Adjustments to time off
- CalendarImport calendar events
- Data SheetBulk edit data sheet
⚒ 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!
- PreboardingPreboarding 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!
- SignaturesRequest signature on an existing PDF - 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 pageBranded Home Page Header - Logos and colors in the header released for all organization
- Form responsesCreate Dashboard from Form Response - Added one-click "Create as Dashboard" button to form responses in Forms, Surveys & Reviews
- Form responsesCopy to Dashboard for Form Response Summary Charts - 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 usersinvite users flow and Managing usersUsers page.
- Added ability to request Time off policy settingspartial days in increments as low as one hour.
⚒ Fixed
- Clicking twice would sent duplicate taks in Reviews and Surveys
2025.09.16
🎉 New!
- Ask ChartHopAI-centric Home Page - 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 tasksTasks Page and throughout the platform (e.g., "Submit Form" instead of generic labels)
- startDateLifetimeStart Date (Lifetime) - A new startDateLifetime field captures the very first hire date for employees who may been rehired
- .nps()NPS Calculation Helper - 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 tasksReassign Tasks - 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 employeesEdit future time off requests 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 ActionsCategorize Actions - Apply a CategoriesCategory to Automated ActionsAutomated Actions which will then translate to tasks created by those actions.
- Automated ActionsSend Tasks Action Step - is now available to all customers. Previously it was only available to our ChartHop HRIS customers
- AI SummariesAI Summaries 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()jobFieldChanges() and personFieldChanges()personFieldChanges()
- 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 settingsTime off policy settings
- Added search and filter to time off policies page
- Time off policy settingsProration rounding for time off policies
- Ability to filter on user events inside of Automated ActionsAutomated Actions 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 jobMove a person to a new job option to job panel on data sheet.
- Issue with overflow of the Data SheetData Sheet 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)Rippinling 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 & FormsAnonymous and De-Identified Surveys & Forms
2025.06.10
🎉 New!
- dayOfWeek()dayOfWeek() added as a new carrot function to return the day of the week for a given dates
- The ManagersManagers field can be selected to be used in de-identified surveys.
- Data Sheet (New)Data Sheet (New) 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 referenceCarrot reference
- 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 AppMobile Directory for quick contact info on-the-go
- App Store links:
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