Changelog

Here is a structured, executive-ready release note for your new HRM Custom Groups feature:

HRM: Custom Field Groups

Admins can now create custom, employment-bound field groups in Global Settings → Features → HRM alongside standard system groups (like Compensation, Pension, or Benefits). This enables your organization to capture specialized employment data—such as training records, company car details, or NDA tracking—tailored to your operational needs.

What’s new:

• Flexible Group Creation: Build custom groups directly from the HRM fields matrix with translated labels and a unique technical ID. New groups appear under the employment section.

• Date-Based or Flat Structure: Choose between flat data structures or date-bounded entries (requiring a start date within the employment period) upon creation.

• Full Custom Field Controls: Populate groups with custom fields using standard administrative controls—including per-employer toggles, bulk actions, required/sensitive flags, and field reordering.

• Employee Profile Integration: Custom groups automatically display as dedicated sub-tabs under the Job tab on employee profiles, complete with individual change logs.

• Platform-Wide Ecosystem Support: Full integration across HRM Reports, standard Excel employee imports, API/webhooks, Events API, integration mappings, and candidate onboarding workflows (carrying values over upon hiring conversion).

• Safe Group Deletion: Protect operational data with built-in safeguards that prevent deleting any group currently containing active employee records.

Current Scope & Limitations: Custom groups currently support single-record entries (multi-record/historical groups coming later). Integrations allow field mapping but do not process inbound/outbound syncs yet. People Analytics and specialized additions imports (Compensation, Benefits, ICE) are currently excluded.

HRM: Manager Perspective in HRM Reports

We’ve introduced a new perspective tailored for managers in HRM Reports, ensuring they can easily access relevant data while keeping sensitive administrative information secure.

Key Updates:

• Smart Perspective Switcher: Admins will see a new Admin/Manager toggle in the report tabs to quickly switch between views. Managers will automatically land in the Manager perspective (the toggle is hidden for them). The switcher is only available if you have direct reports in the hierarchy.

• Hierarchy-Aware Data Scope: In the Manager perspective, users can only access reporting data for their direct reports and all subordinates further down their reporting lines.

• Role-Based Security & Restrictions:

  • Change Logs: Completely hidden and restricted in the Manager perspective.

  • Sharing: The "Share" action is disabled for all manager reports.

  • Fields & Filters: Dropdowns and available fields are automatically filtered based on the manager's system permissions (or employee page system access, applying whichever access level is higher).

• Clarity in Workspace: Manager reports are explicitly labeled as "Manager report" within the tool and when added to Favorites.

• Timeline Visibility: A manager's ability to see future or historical records is strictly governed by the configuration toggles linked to HRM block data.

Equal Pay: Enhanced Filtering & Search Capabilities

We’ve upgraded the main filters in the Equal Pay / Pay Analysis module to help you find and segment data faster.

What’s new:

• New Employee Filter Category: You can now filter pay analysis data using the new Employees category.

• Filter Search Bars: Every top-level filter menu now includes a search bar, making it easier to quickly locate specific values without scrolling through long lists.

Equal Pay: Improved Work Evaluation View

We’ve updated the Work Evaluation interface in the Equal Pay module for better clarity and visibility.

What’s new:

• Expanded Default Categories: The Work Evaluation view now displays all 7 categories by default (increased from 5), pre-populated with the default percentage split.

• Full Text Visibility: Column titles no longer cut off with ellipses ("…") when space is tight. Longer titles now wrap cleanly onto a second line so you can read full category names at a glance.

Workforce Management: New Org Chart & Expanded Access

The redesigned Org Chart is now available across all accounts. It is accessible in the main menu as Org Chart (New) alongside the current org chart, giving your organization time to transition smoothly.

Key Highlights:

• Role-Based Perspectives & Field Visibility: Field access is now strictly governed by three distinct perspectives:

  • Admin: Displays all configured fields across the Entire Organization view.

  • Manager: Shows fields permitted for managers and employees and is automatically applied to Admins when viewing the My Team tab.

  • Employee: Applies a restricted set of basic employee fields.

• Enhanced Visual Legend & Statuses: Features a redesigned legend.

• Enterprise Performance: Powered by WebWorkers and new database indexes for smooth canvas rendering and fast loading of historical records, even across large enterprise datasets.

Equal Pay - Possibility to manually add employees to a process

• You can now manually add employees directly to the equal pay process. Additionally, you can easily update supported fields at any time by clicking the three-dot menu (...) and selecting Edit.

Equal Pay - Pay transparency report export

• An “Export to Excel” button has been added to the Pay transparency tab with the possibility to export only levels, only roles, or both.

Global Settings - Pop-up replaced with in-page

• We’ve improved the user experience by integrating Global Settings directly into the page, replacing the old pop-up window. This makes managing your settings smoother and more intuitive.

HRM - New PIN formatting feature

• To make data migrations and payroll exports smoother, you can now enforce specific formats for Swedish Personal Identity Numbers at the company level.

  • Customizable Formats: Choose which PIN format(s) your company accepts: YYMMDD-XXXX, YYMMDDXXXX, YYYYMMDD-XXXX, or YYYYMMDDXXXX.

  • Where to find it: Go to Global Settings → Features → HRM → HRM Fields and click the new Edit action on the Personal ID Number field to select your preferred format in the right-side drawer.

  • Strict Validation: Once saved, the system will validate all new entries and HRM imports against your chosen format, rejecting any non-matching inputs.

  Note: Updating this setting will not alter your existing PIN data, and your configuration will persist safely across sessions.

Equal Pay - Updated Action pop-up

• We’ve optimized the Actions pop-up in the Equal Pay module to make managing wage deviations faster and more intuitive. What’s new:

  • Logical Tab Order: The tabs in the Action pop-up have been reordered to better match your actual workflow: Explanation → Continue Investigation → Action Plan (previously Action Plan came first).

  • Multiple Deviation Reasons: The Explanation action has been upgraded from a single-select dropdown to a multiselect field. You can now select and log multiple deviation reasons within a single action.