Release Notes

july 16th, 2026 🎉 new! data sheet filter by "is not" for department and other group fields the filter picker now shows an operator dropdown for group fields like department, location, and teams, with both "is" and "is not" options previously no operator was shown, making "is not" filters impossible to build from the ui 🛠️ fixed org chart group node cards now display correctly group nodes in the org chart view now show all custom positions with member avatars, an overlapping avatar stack with a "+x" count when space is limited data sheet calculated columns no longer disappear from saved views an issue where calculated columns would intermittently vanish from a saved data sheet view has been resolved data sheet filter modal now shows correct operator the "field is not empty" operator (field ) now displays correctly in the filter modal instead of reverting to a previously selected value scenario merge jobs no longer silently dropped when merging a scenario, jobs that fail validation are now surfaced as errors instead of being silently dropped editing a person field no longer fails due to an unrelated date field editing a custom field on the data sheet could sometimes fail with a validation error referencing a different field the user never touched this has been resolved july 15th, 2026 🎉 new! simple workflows edit scenario name before submitting when creating a scenario through a simple workflow (create job, update job, terminate and backfill, or backfill), you can now customize the scenario name on the review step before submitting comp review workbook numbers now paste as numbers copying cells from the comp review workbook and pasting into excel or google sheets now produces proper numbers instead of formatted text strings currency values paste with formatting in excel; percentages and numbers paste as raw values field settings owners can now mark built in group type fields as required admins with field update access can now check the "required" setting on built in group types (such as department and location) without needing charthop staff access sensitivity and category settings are also now editable 🛠️ fixed comp band name now reflects the correct date when viewing historical org data, a person's comp band name now shows the name that was in effect on that date previously, a renamed band would show the new name even for dates before the rename took effect backfill job sensitivity setting now works correctly the "default sensitivity for backfill jobs" setting in admin now correctly applies to open jobs created after a departure engagement survey charts y axis scale now consistent chart y axis scales in engagement survey results are now consistent across group by selections for questions using a fixed numeric scale (e g 1–5), the axis now correctly caps at the question's defined range calendar picker in bundles now shows all calendars the "add calendar" picker in bundles was capped at 20 results, causing recently created calendars to not appear it now shows up to 1,000 calendars july 13th, 2026 🛠️ fixed scenarios ai created scenarios now open correctly scenarios created through ask charthop previously opened the "create scenario" workflow instead of the scenario detail view they now open directly into the scenario changes view as expected home page people moves and open jobs now paginate the people moves and open jobs blocks on the home page now load more results as you scroll, and load faster thanks to improved caching a "no tasks" empty state was also added to the tasks block july 9th, 2026 🎉 new! time off configurable work days per policy time off policies now support a configurable set of work days (monday through sunday) all policies default to monday through friday this enables support for employees in regions like brazil or the philippines where weekend days count against time off july 8th, 2026 🎉 new! budgets in scenario header when planning in a scenario, impacted budgets now appear in the scenario header as color coded progress bars showing current usage, the net change introduced by the scenario, and the total budget amount july 7th, 2026 🎉 new! ai sync log analysis on integration sync history pages, a new "generate insight" button uses ai to explain what went wrong in plain language and suggest next steps available for finished syncs that ended with errors or warnings july 6th, 2026 🎉 new! gauge chart type dashboards now support a new gauge chart it plots a single metric against a defined range, with optional target and danger thresholds and a "lower is better" mode for metrics like attrition or time to fill configure it in the format panel of any dashboard july 2nd, 2026 🎉 new! scenario changes per table saved column views scenario owners can now save different column configurations for each change type table (create, hire, update, move, depart, delete) independently, rather than a single shared column list document signatures name, title, date, and expression placements when building a signature layout, you can now drag and place name, title, date, and cql expression fields in addition to signature blocks july 1st, 2026 🎉 new! access users table on edit role the edit role screen now includes a users table showing everyone assigned to that role, with avatars, titles, and department labels clicking a name opens the edit user dialog the roles list now defaults to sorting by user count, and a new filter lets you view assigned or unassigned roles june 27th, 2026 🎉 new! empty states updated icons across the app empty state illustrations across tables and lists have been updated to use module specific icons, making it easier to orient yourself at a glance jun 26th, 2026 🎉 new! connect claude and claude code to charthop via mcp (ai pro) charthop now supports mcp connections with claude and claude code, allowing users to query charthop data directly from claude admins can configure the claude agent in charthop, copy the mcp server url from agent settings, and add charthop as a custom connector in claude team or enterprise each user connects through oauth, and access can be set to read only or read and write, while always following that user's charthop role and permissions agent role can now manage actions (ai pro) the built in agent role now has permission to create and manage actions, so agents can set up and run automated workflows scenario changes tab improvements the changes view inside a scenario has been rebuilt from the ground up you can now add any field as a column, sort and filter the table, edit values inline, and take row level actions without leaving the page conflicts are clearly flagged in context comp review export more control over what you export when exporting a comp review, you can now filter by column, reviewer, and location before downloading the reviewer picker shows your full review hierarchy, so selecting a manager automatically pulls in all their direct and indirect reports time off milestone based accrual events time off policies now support milestones admins can grant additional days when employees hit tenure thresholds, or define custom eligibility using cql a new total column shows the projected balance impact of each milestone integration sync history redesigned for easier troubleshooting the sync history view for integrations has been rebuilt with a faster, more readable layout status tags are color coded, summaries are richer, and you can search by name or requisition to find a specific sync quickly data sheet freeze, hide, and remove columns columns in the data sheet now support freeze, hide, and remove actions from the column header menu freezing a column pins it and everything to its left hidden columns show chevron indicators on adjacent columns so they can be unhidden "remove column" replaces the old "hide column" label data sheet smart avatar column when a data sheet's first column is a person field, a compact avatar column automatically appears once you scroll the name column out of view, so you always know whose row you're on 🛠️ fixed agent permission changes now take effect immediately (ai pro) when you update an agent's role or permissions, the change now applies right away instead of taking a few minutes to propagate action errors are now visible in the activity log if an action step fails due to a configuration error, that failure is now recorded in the activity log so you can see what went wrong instead of the step silently doing nothing job codes page no longer errors after deleting a linked field if a field linked to your job code configuration was deleted, the job codes page would show an error this is now handled gracefully csv import clearer error messages for date mismatches when a csv import row cannot be matched to a person because of a date mismatch, the error message now explains why, including when the person started or left the role makes it easier to spot and fix timing issues jun 24th, 2026 🎉 new! ask charthop can now read files attach a csv, screenshot, or other file directly to an ask charthop message and the assistant will use it as context you can also direct charthop ai or other charthop agents to access files stored on charthop like offer letters, etc useful for referencing information that is visual or found within a file when asking for requests, use them as a reference, evaluations across files, and more freeze columns in the data sheet you can now freeze one or more of the first three columns so they stay visible as you scroll horizontally freeze and unfreeze from the column header menu charthop ai can now move people between jobs in a scenario agents working in a scenario can now move a person from one role to another as part of an automated workflow approval chains fall back to the filled manager when an approver's role is open charthop automatically routes to the next filled manager in the chain, with a full audit trail showing who acted on behalf of which open role delegates can now see who they're covering for users designated as approval delegates see a "you are a delegate for" section in their approval delegates settings 🛠️ fixed change notification emails profile link now works correctly data sheet confirm dialog ai job code matcher option no longer appears outside the matcher csv import clearer error when a person's job date doesn't match the row date jun 23rd, 2026 🎉 new! build forms with ask charthop describe the form you need in plain language and charthop generates a draft with appropriate questions and structure, ready to review and publish ask charthop is now context aware ask charthop knows which part of the app you're in when you ask a question or make a request whether you're on the data sheet, a profile, a scenario, or a report, the assistant uses that context to give more relevant answers and take more targeted actions jun 16th, 2026 🎉 new! filter eligible jobs for group positions using cql admins can now add a cql eligibility filter to each position in a group type only matching jobs will be available to assign in the manage members drawer you can now hide columns properly in the data sheet the updated hide column no longer removes the column from the data sheet, but instead hides it until the user clicks on the carrot arrows > < to unhide it the previous features called hide column is now called remove column and actually removes the column from the data sheet the new hide column does not save the columns as hidden when saving a data sheet nor does it hide the columns on export jun 13th, 2026 🛠️ fixed csv import open job deletion now works properly deleting an open job via csv import no longer causes relationship issues manager links are now cleaned up correctly, and related changes on the same date are preserved as expected 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