Release Notes

jun 9th, 2026 🎉 new! calibration sessions now support saved views, allowing hr admins and managers to configure and save specific column layouts and filters for calibration views can be shared with managers for calibration sessions calibration data can now also be exported directly from the calibration page jun 4th, 2026 🎉 new! ask charthop access controls (ai pro) ai pro customers can now configure guardrails for ask charthop directly from ai settings — including controlling which users have access to the ai assistant based on role or filter criteria may 22nd, 2026 🎉 new! open jobs — department column restored on home page the department column in the open jobs section on the home page was missing this has been fixed ⚒ fixed greenhouse field mapper — custom field mappings now work correctly an issue where custom ats field mappings to certain built in fields (like company ) were being silently dropped has been fixed inbound data from greenhouse now correctly maps to charthop custom fields as configured may 21st, 2026 🎉 new! ai powered job code matching a new ai powered matching screen under data model → job codes lets you automatically suggest job codes for positions that don't yet have one run the matcher, review suggestions in a spreadsheet, edit as needed, and apply in bulk — all in one place requires ai and dynamic fields to be enabled scenario approval — "relative to" toggle for approver fields when building scenario approval chains (e g create job workflows), you can now choose whether a field based approver (like hiring manager) resolves relative to the job being created or the person submitting the scenario may 20th, 2026 🎉 new! job code description tab job codes now have a dedicated description tab in the side drawer with a rich text editor goals layout improvements the goals tree view has been cleaned up for improved readability and breathing room signature decline notifications when a signature request is declined, the requester now always receives an email notification — even when the org uses slack or teams as the primary notification channel may 19th, 2026 🎉 new! compensation export a new compensation export screen under people ops tools lets you view and export a full history of compensation changes, with date range filtering, text search, infinite scroll, and csv export ⚒ fixed chart edit preview blank when no scenario selected editing a chart with no scenario selected in the dashboard was showing "no data available" instead of rendering the chart preview this is now resolved may 18th, 2026 🎉 new! scenario approval — auto approve when submitter is approver a new option on approval stages automatically approves any stage where the approver is also the submitter, reducing unnecessary approval steps apr 29th, 2026 🎉 new! natural language filtering is now generally available you can now type a plain language description of who you're looking for in any filter field — such as "show me engineering hires from this year" — and charthop will automatically translate it to a cql filter this feature is now available to all orgs apr 25th, 2026 🎉 new! set person field for approvals approval chains can now be configured to route approvals based on a person type field (e g send to the hiring manager or hrbp stored on the job), giving admins more flexibility in building dynamic approval workflows apr 24th, 2026 🎉 new! more control when clearing org data when clearing org data, admins are now prompted with a choice remove all user access, or keep it previously, clearing org data would silently remove all invited users the admin who initiates the clear is always preserved ⚒ fixed scenarios — custom overhead cost fields now display correctly in the changes view custom fields that calculate overhead costs were disappearing from the scenario changes table after the header cost updated values now persist correctly and update dynamically as you change comp bands apr 23rd, 2026 ⚒ fixed data sheet group by — "copy all data & headers" now copies actual data when using the group by feature on the data sheet, the export → "copy all data & headers" option was only copying column headers with no row data this is now fixed lattice integration — review cycle sync completion now accurate fixed two bugs causing lattice review cycles to show 0% completion in charthop apr 16th, 2026 🎉 new! org chart title abbreviations improved org chart card titles now abbreviate consistently and intelligently when space is constrained, preventing text from being cut off unexpectedly apr 10th, 2026 🎉 new! embedded org chart — view profile button control admins can now control whether the "view profile" button appears on the embedded org chart, giving more control over the embedded experience for customers using charthop org charts on external sites apr 9th, 2026 ⚒ fixed pie charts improved pie charts now start at 12 o'clock and radiate clockwise pie chart legends now fit the space better and have improved layout adjustments when browser is resized legend is scrollable if legend items do not fit in space improved legend readability when color is too light, close to white, the text converts to dark gray instead of slice color stacked bar charts improved stacked bar chart legends now fit the space better and have improved layout adjustments when browser is resized legend is scrollable if legend items do not fit in space 🎉 new! table crosstab improved the color scale default for table crosstab now uses white as neutral color instead of yellow/orange for better readability action menu visibility for charts in dashboards the action menu on charts in dashboards is now visible on rollover for that specific chart instead of being visible on all charts at all times apr 7th, 2026 ⚒ fixed preboarding — new hire work email now displays correctly in the users page when viewing a preboarding user in the users page, the work email field was not displaying correctly in some cases this has been resolved apr 4th, 2026 🎉 new! forms task tab & task filtering a new tasks tab within reviews and surveys gives admins a centralized place to manage and track form submission tasks tasks can now be filtered by type (e g signature requests vs form submissions), making it easier to manage large review cycles apr 2nd, 2026 🎉 new! new hire management — preboarding & onboarding now in one place a new tabbed interface under new hire management makes it easier to manage preboarding and onboarding all in one place mar 31st, 2026 🤖 llm model change moved from anthropic model sonnet 4 0 to sonnet 4 6 mar 30th, 2026 🎉 new! scenario audit log scenario changes now include a full audit log, giving admins and approvers visibility into who made what changes and when within a scenario mar 27th, 2026 🎉 new! conditional scenario approval notifications approval notifications for scenarios can now be configured with conditional logic, allowing teams to customize who gets notified based on the content of the scenario mar 26th, 2026 🎉 new! custom balance descriptions admins can now add custom descriptions to time off balance entries, improving clarity for employees new time off policy support "next year" time off policies can now be set up in charthop select "am" or "pm" if requesting a half day or less employees can select "am" or "pm" to help their coworkers and managers better understand when they'll be out of the office same day deactivation for departures added support for same day deactivation in okta/google for voluntary departures ⚒ fixed fixed an issue where adp data connector was producing unexpected manager changes mar 18th, 2026 🎉 new! stacked rank chart available added a stacked rank question option for forms/surveys, expanding available question formats process logging for uam added process logging to user access management to improve visibility and debugging preboarding is in alpha! hris customers can have their csm or support enable preboarding in labs > alpha features actions & magic links for preboarding added support for using future job data in preboarding action folders, and added magic link support for tasks sent via actions to preboarding users greenhouse v3 integration released the first increment of oauth based connection and install flow for the greenhouse v3 integration ⚒ fixed fixed an issue where turbo importer failed to send data to two columns sharing the same name mar 10th, 2026 🎉 new! preboarding — new hire access to person information preboarding users can now be granted access to view person information in charthop before their official start date, enabling a smoother onboarding experience feb 25th, 2026 🎉 new! bubble chart clicks now connect to profile side bar when you click on people represented in the bubble chart in data explorer, it now shows the profile side bar for that person greenhouse integration updates admins can now select an attribution email, or continue to let charthop default to the next admin with the required permissions we also added an app user setting to choose whether you want jobs in "draft" status to send to charthop or stay in greenhouse 🚀 improved performance core views load faster core views including home, org chart, data sheet, calendar, and others load up to 50% faster feb 13th, 2026 🎉 new! mobile app now supports signatures complete signatures as part of forms or tasks that have signatures assigned on your mobile device with the charthop mobile app create a person from an in progress hire to adp this unlocks a huge workflow for our adp 2 way customers, allowing them to leverage a default template in adp to create a person from charthop bring ability to sync to sheets/excel to scenario menu you can now sync to sheets/excel directly from a scenario instead of navigating to the datasheet first job codes in the data sheet job codes are now supported in the data sheet, so you can view and manage them alongside other job data in a single place feb 10th, 2026 🎉 new! inline editing for comp bands compensation bands can now be edited directly in the ui, removing the need to navigate to a separate settings page to make updates backfill scenarios new in simple workflows a new scenario type allows users to submit a backfill request, even if a termination has already been processed or submitted send generated documents for signature when generating pdfs from letter templates in people ops tools , you can now send documents directly to employees for signature using charthop's native signing experience okta updates for reactivation and deactivation profiles we can now support same day deactivation for voluntary departures in okta/google ⚒ fixed fixed an issue where the calendar was showing duplicate time off requests jan 30th, 2026 🎉 new! accruals and carryover with multiple view options! we now support multiple accrual schedules biweekly, monthly, semi monthly etc , and multiple carryover combinations of rolling and fixed expirations time off admin can make adjustments in the ledger admins can now make an adjustment right on an employees profile tab in the ledger search for jobs using custom fields you can now search and filter jobs using custom field values, making it easier to find the right positions across large org structures custom group tags in profiles custom group tags are now surfaced directly in the employee profile header, giving you quick visibility into group membership at a glance view and restore archived groups admins can now filter to view archived departments and custom groups, and restore them directly from the groups settings page ⚒ fixed lattice integration was pulling over duplicate and sometimes empty columns jan 21st, 2026 🎉 new! time off carryover balance display the time off balance tab now correctly shows the remaining carryover balance separately, giving employees and admins clearer visibility into what carryover is still available to use jan 16th, 2026 🎉 new! ai usage dashboard now available in admin > history > ai usage admins can now view aggregated ai adoption, usage trends, top use cases, and activity across the organization internationalization updates major updates to emails, home pages and form translations to support global teams simplify cleaning up your data! we introduced the ability to remove a person with one click instead of needing to remove the job and then the person, you can remove the person and it will remove the job with it group by on data sheet users can now group rows in the data sheet by any built in or custom field, with summary row counts displayed for each group data sheet summary for form responses form response summary data, including record counts and breakdowns by group, are now displayed at the bottom of grouped data sheet views ⚒ fixed issue where the approve/reject button would appear when approvals were not enabled jan 14th, 2026 🎉 new! dashboard chart improvements pie charts and bar/column charts now have improved label display, better legend readability, and cleaner overall rendering admins can now configure charts to show zero values for cleaner data representation jan 12th, 2026 🔬 new in labs! group by and progressive loading on data sheet is in alpha ukg ready sync updates improved our finch integration to support separation of combined values ⚒ fixed time off requests drawer showing holidays or weekends as "1 day" when they occurred at the start or end of a request range updated an issue with preboarding users who would stay in preboarding once they started jan 7th, 2026 ⚒ fixed issue with time off balance display on profile tab for accrual policies forms crashing due to selections options jan 6th, 2026 🎉 new! save dashboard filters and date ranges dashboard filters and date range selections can now be saved and shared with viewers, so recipients always see the dashboard in the intended context without needing to re apply filters manually ⚒ fixed issue fixed when dashboard is shared with a person that is not an owner or and editor, they can now see / use an applied filter updated the daily run toggle for the deel integration