2.29 Release overview

A new job field in the preboarding form can help HR teams gather more complete work history data directly from new hires. HR managers can now include the "Experience before hire" field in the preboarding form, enabling new employees to enter the years and months of prior experience they have had before joining the company. Once the form is submitted, the experience data is saved automatically to the employee profile under the Job tab in the Lifecycle section, even if the "Hired on" date is not yet set.

This update helps ensure that this information is collected consistently and stored centrally in the employee’s profile. In addition, this field can be especially useful when setting up leave policies that depend on an employee’s total professional experience, ensuring more accurate entitlement calculations and improved policy automation.

To enhance data privacy, we’ve updated how employee fields appear in the advanced search on the People page and Directory.

Now, advanced search will only show filters for fields the user has “View” or “Edit” permission for across all employees in the system. If a user’s access to a field is limited (e.g., they can only view it for their direct reports), that field will not appear as an advanced filter.

This change ensures sensitive information remains protected and visible only to those with appropriate company-wide access.

We’ve improved the filtering experience on the Requests page by allowing you to select multiple request types and names at the same time. The Name and Type filters support checkboxes, making it easier to review, manage, and export groups of related requests.

The selected filters are retained when you leave and return to the page, as is the case with all our filters. Exports to Excel or CSV reflect all applied filters, ensuring you get exactly the data you need.

This update streamlines request management for teams handling large volumes of similar forms across different contexts.

We’ve streamlined the document distribution process by adding the ability to select the signature type and eSignature provider right when uploading or splitting files. This update significantly reduces repetitive manual work and speeds up bulk actions.

Now, when using the Upload & distribute files or Split & distribute PDF options, you can define the signature settings up front, once and for all documents in the batch. These settings will be automatically applied when assigning files to employees in the next step.

If documents are automatically matched to employees and sent without review, the selected signature type and provider will still be used, ensuring consistent, accurate distribution and fewer errors.

This enhancement simplifies workflows, reduces manual input, and helps teams manage large volumes of documents more efficiently.

We’ve enhanced document tracking by making it easier to see who needs to sign a document and who has already signed it, both in the Documents page and within document previews.

You’ll now see a Signers column on the Documents page, displaying avatars for each assigned signer. Clicking on these avatars opens a pop-up showing detailed information about each signer’s status (e.g., signed, pending).

In the document preview, signer avatars are also shown next to the signature status label. Clicking on them provides the same clear view of signer progress, helping you track completion at a glance without needing to open additional pages.

This update gives teams better transparency and control over document workflows, especially when managing multiple signers. More details here.

We’ve added new variables to make your Workflows smarter and more personalized.

You can now use variables that reference previous (the last record before the current one), current, and upcoming (the next record, based on the effective date of an approved change) values for the following fields:

These variables let you show what’s changing in an employee’s role, like a salary increase, promotion, or move to a new department, within a single task or email. The system pulls this information directly from the employee profile, including any scheduled changes, so you don’t need to update anything manually.

This is especially useful for scenarios like promotions, internal transfers, relocations, or salary updates, where highlighting the change in one automated message keeps everyone informed and aligned.

By dynamically inserting up-to-date and future information, your workflows remain accurate and require no additional manual input.