We’re excited to introduce new features that will significantly improve your HR processes and ease interaction with the platform! You can now request e-signatures for autogenerated documents, manage Safe Speak categories and complaints in a new dedicated page, leave comments on time entries for clearer tracking, and enjoy enhanced custom reports. These updates are aimed at making your workflow more efficient and organized.
Request e-signature for autogenerated docs
Documents generated from templates can now be automatically routed for eSignature using the new "Request eSignature" option, available in both document generation and workflow actions. When generating a document from a template and assigning it to the employee, you can request a signature and add optional additional signers using a simple checkbox interface. This feature works identically whether triggered from standalone document generation or within onboarding workflows.
Manage Safe Speak categories and all complaints in a new dedicated page
We’re happy to introduce key updates to Safe Speak, designed to make complaint management more organised and user-friendly.
With this release, you can now create and manage custom categories specifically for Safe Speak in the Safe Speak features page under settings. This allows Safe Speak cases to be organised separately from Desk, reducing category clutter and making it easier to find what you need. Multiple categories can be created and deleted as needed.
Additionally, Safe Speak complaints now have their own dedicated view, separate from Desk cases. Accessible only to users with permission in Safe Speak settings, this new sidebar page displays anonymous complaints with unique complaint numbers. These complaints are now removed from the general cases screen, providing a cleaner, more focused workspace. See more here.
Leave comments on time entries for clearer tracking
We’ve introduced the ability to add optional comments to time entries, enhancing your tracking experience. Now, when selecting a date in the Clock in section, you can easily add and save comments directly from the site drawer. Employees can add clear explanations for overtime, document specific development activities, and support time tracking for both regular and unplanned work.
Сreate your сustom report
Previously, this report allowed you to create a report using employee fields. Now, with the redesigned report builder, you have more flexibility to choose between reports based on employee fields or employee tables, or even combine both. This update lets you create fully customized reports using data from either employee fields or custom table fields, giving you greater control over your reporting needs. Read here.
Other improvements
In addition to the major enhancements introduced in version 2.21, we've also rolled out several other updates designed to improve your overall experience with PeopleForce. Here's a quick overview of these:
Core
Core
Relocated middle name field to last position in employee creation form grouping
Added "Download" option to document templates - accessible through 3-dot menu in employee document templates section
Enhanced privacy during screen sharing by automatically masking sensitive salary and compensation information
Perform
Perform
Enhanced feedback giving capabilities - Previously limited to single recipient, now supports giving feedback about multiple employees at once.
Fixed 1:1 meeting behavior - Meetings scheduled in past dates no longer automatically marked as completed
API
API
Added API endpoint to view details of a specific leave request
Added "skip_approval" parameter to leave request creation API - an optional parameter that allows bypassing the standard approval process
Added API endpoint for creating leave balance adjustments
Added middle name field to employee creation webhook response
Enhanced OKR data extraction capabilities through new API - Previously required manual extraction with missing data columns. New API provides automated extraction with comprehensive data