We’ve rolled out Version 6.2 with major improvements across Scorecards, Performance Reviews, CSAT/CES alerts, and bug fixes. This update focuses on usability enhancements, expanded filter controls, better Microsoft Teams alert handling, and fixes for client-reported issues.
Key Improvements & Features
Performance Reviews & Scorecards
Filters: Apply department, manager, and period filters in performance reporting views.
Excel Export: Download detailed performance review cycles for reporting.
Permissions: Admins and Service Admins can now manage sources and edit permissions when creating/editing KPIs.
Scorecard Accuracy: Negative values and operator changes now behave as expected, with bugs resolved around data persistence and sorting.
CSAT / CES Enhancements
Microsoft Teams Alerts: CSAT and CES alerts can now be routed to specific Teams channels using adaptive cards.
Visibility Fixes: CES ratings and CSAT/CES heading verbiage now display correctly.
Filtering & Sorting: Sort CSAT reviews accurately by team member, with improved filtering UI.
Goals & Tasks
Milestone Coloring: Completed goals and milestones no longer show as overdue.
UI Fixes: Improved display for long goal text, calendar widgets in 1:1s, and alignment across various views.
UI/UX Refinements
Success Measures: Manual vs. automated scorecards now display more clearly.
Trend Scorecards: Admins can add KPI values with appropriate permission logic.
Table Interactions: All clickable cells are now visually distinct and easier to use.
Excel Uploads
New flows for uploading performance data, including better UI and downloadable templates for managers.
Daily Email Fixes
Daily task summaries now send correctly to users with group meeting tasks assigned.