25.04 PeopleFluent Talent Management Release Notes
Compensation Features
The features and enhancements described in this section apply to PeopleFluent Compensation. Because this application is configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Compensation.
Worksheet Statement Notifications in Task List
Functionality
Previously, when statements were available to be printed or emailed there was not a task that allowed managers easy access back to the worksheet. To get updates, they were required to navigate through the main menu and return to the worksheet. In release 25.04, we have added the ability to push a notification to the task list on the dashboard when a statement is accepted. Managers can click the notification and are taken directly to the worksheet.
Details
Configure the Task
Compensation administrators can configure a Reward Cycle task to push the notification to dashboard task list when a statement is available.
- Go to the appropriate reward cycle and select Workflow Process in the left menu.
- In the workflow pipeline, click the Accepted option.
- In the Task section, click the Enable Task checkbox.
- Click Save.
Important! A Compensation administrator will need to run the Regenerate Tasks process for the Accepted workflow state from the Manage Workflow tab of the reward cycle. To remove the task a compensation administrator will need to run the Delete Tasks process for the Accepted workflow state from the Manage Workflow tab of the reward cycle.
Worksheet Owner View
When the task is enabled, the worksheet owner will see the Distribute Statements link in the dashboard task list. Click on the link to access the worksheet.
Templates for Worksheet Statement Emails
Functionality
Worksheet managers have the ability to email statements directly from Bonus Planning, Salary Planning, Stock Planning and Total Compensation Planning worksheets. Previously, statements sent from these worksheets utilized a standard email format that was not customizable. In Release 25.04, we have added new notification templates that allow Compensation administrators to tailor the emails to their organizations' specifications.
Details
Available Worksheet Statement Notification Templates
The following new notification templates are available:
- Bonus Planning:
- Bonus Planning: Award Statement, Bonus Planning: Downloadable Award Statement, Bonus Planning: Award Statement - Copy to Send, Bonus Planning: Downloadable Award Statement - Copy to Send.
- Salary Planning:
- Salary Planning: Award Statement, Salary Planning: Downloadable Award Statement, Salary Planning: Award Statement - Copy to Send, Salary Planning: Downloadable Award Statement - Copy to Send.
- Stock Planning:
- Stock Planning: Award Statement, Stock Planning: Downloadable Award Statement, Stock Planning: Award Statement - Copy to Send, Stock Planning: Downloadable Award Statement - Copy to Send.
- Total Compensation Planning:
- Total Compensation Planning: Award Statement, Total Compensation Planning: Downloadable Award Statement, Total Compensation Planning: Award Statement - Copy to Send, Total Compensation Planning: Downloadable Award Statement - Copy to Send.
Configure a Worksheet Statement Notification Template
As with existing notifications, the new templates are configured in notification template groups. Within each group you can configure language-specific templates for the notification.
- In Compensation Administration, go to Notification Template Groups in the appropriate Planning section.
- Locate the template you would like to customize and click the edit
icon.
- Configure the Details fields:
- Name: The default name for the template can be overridden.
- To: Select the role to which the notification should be sent.
- From: Select the role from which the notification should be sent.
- Reply To: Select the role to which any reply from the recipient should be sent.
- Make updates to the default template or create a new template. Note: For detailed information about customizing notification templates, please see the Administrator online help.
- To customize the default template, click the associated edit button and customize as necessary.
- To add a template for another language, click the Add button and configure the properties, customizing as necessary.
- Click Save.
Assign the Notification Template in the Reward Cycle
The next step is to assign a notification template in the reward cycle. The Compensation statements have new field options that allow you to select the notification templates.
- Go to the appropriate reward cycle and select Worksheet Reports in the left menu.
- Select an option in one or both of the following fields.
- Statement Notification - In this field, select the template that will be used for the original email, generally the worksheet participant. Note: In order for the email statement functionality to work, a template must be selected in this field.
- Statement Notification Copy - In this field, select the template that will be used for the email copy. Note: This field is related to an additional feature available in this release that allows you to send a copy of the worksheet statement to additional email addresses. For information, please see Copy Users on Worksheet Statement Emails. Note: This field is optional and requires you to select a template only if want to use the copy feature.
- Configure additional fields as necessary.
- Click Save.
Copy Users on Worksheet Statement Emails
Functionality
Previously, only the worksheet participant could receive a statement email that was sent from the worksheet. With the introduction of worksheet statement email notification templates in this release, organizations can now configure a Reward Cycle to send a copy of the email statement to additional user(s).
Details
Notification Template Set Up
Generally, you will use the "copy" notification (Bonus Planning: Award Statement - Copy to Send, for example) as the template for the CC emails sent from the worksheet.
Follow the steps in New Notifications Templates for Worksheet Statement Emails to configure the template, selecting one of the following options in the To field:
- HR Manager - sends the email copy to the HR Business Partner(s) who have a stakeholder relationship with the employee.
- Worksheet Owner - sends the email copy to the worksheet owner.
- Worksheet Reviewer - sends the email copy to the worksheet reviewer.
- Current User - sends the email copy to the logged in user.
- Other - allows you to choose specific email addresses to copy on the email statement. Please see below for additional details.
Select the Template for the Email Statement Copy
In the Compensation Statement, select the appropriate template in the Statement Notification Copy field. If you use a template with the Other option selected in the tool field, enter one or more email addresses in the Copy Other Email List field. Note: Multiple email addresses should be separated by commas.
Email Worksheet Statements to Current User
Functionality
In certain situations, it may be necessary for managers to send worksheet statement emails to themselves instead of to the employee. In release 25.04, we have added a feature where the worksheet statement email can be sent to the currently logged in user (presumably the manager) instead of to an employee.
Details
A new field, Email Statement to Myself Instead, is available when a manager selects the email icon on a worksheet. When this checkbox is selected, the statement will be emailed to the currently logged in user.
Making the Field Visible
This new field is not visible by default. It must be made visible in Design Mode.
- Go to the main menu and select Turn Design Mode On.
- Navigate to the email statement pop-up and use the edit-in-place functionality to update the visibility.
Performance Features
The features and enhancements described in this section apply to PeopleFluent Performance. Because these applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Performance.
1:1 Conversations
Functionality
In the 25.04 release, PeopleFluent is introducing a Performance feature that enables scheduling and managing 1:1 conversations independently of the performance plan cycle. This feature allows 1:1 conversations to be scheduled and managed within the application. Conversations can be scheduled as one-time or recurring (weekly or monthly) meetings. This feature allows both managers and reports to create and share agenda items and action items for the conversations.
Details
Access to 1:1 Conversations
1:1 Conversations can be accessed through Quick Links widget on My Dashboard, and from a new option on the main menu.
The 1:1 Conversations Page
Manager View
On the 1:1 Conversations page, managers will see a list of direct reports. In addition to the user names, the list displays the number of completed sessions, the date of the most recently completed session and the date of the next session. If no sessions have been scheduled or completed for a user, the values are "0" or blank.
From this page, managers can schedule one-time and recurring conversations, as well as manage the conversations.
Employee View
On the 1:1 Conversations page, employees will see a list of meetings scheduled with their direct manager. From this page, employees can schedule one-time and recurring conversations, as well as start and manage the conversations.
Schedule 1:1 Conversations
- Locate the user in the list and click the schedule button
.
- In the Schedule for field, click the calendar icon
and select a date. For repeat conversations, this should be the date of the first meeting.
- Select one of the following options:
-
Repeats will set the 1:1 conversation to recur according to the schedule you configure.
- Does Not Repeat will schedule a one-time conversation. Note: If you select this option, you do not have to configure the remaining fields. Proceed to Step 5 to save the scheduled 1:1.
- If you selected Repeats, configure the remaining fields.
- In the Repeats Every field, choose the recurrence schedule (x times weekly or monthly).
- In the Ends fields click Never to schedule the conversation indefinitely or click On and select the calendar icon
to schedule an end date for the recurring conversation.
- Click Save.
When a meeting is scheduled, it will display in My Tasks on the dashboard.
Manage a 1:1 Conversation
Both managers and employees can manage items by starting the conversation. This includes adding and configuring agenda items and action items, editing the schedule and recording that a conversation was completed.
Start a Conversation with a Direct Report
To start a conversation with a direct report, take one of the following actions from the 1:1 Conversations screen:
- Click an employee name to configure the conversation with that employee.
- Click the Start a Conversation button and select one of the employees on your team.
Note: Any information you enter for the conversation will apply to the scheduled/next scheduled meeting. If there is not already a meeting scheduled with the employee, you can do so from inside the conversation manager.
Start a Conversation with your Manager
To start a conversation with your manager, click your manager's name on the 1:1 Conversations screen.
Start a Conversation with another Employee
You may want to schedule a conversation with someone who is not a direct report (or to whom you do not report directly), such as a skip-level meeting. To do this:
- Click the Start a Conversation button.
- Click the All Employees button. Note: If you don't have any direct reports, you will not see this button. The All Employees list displays automatically.
- Select a user from the list.
Add Agenda Items
Both managers and employees can add agenda items to conversation. Agenda items are immediately visible to both parties once they are added.
- Click the +Add Item button.
- Enter the agenda item in the text field.
- Click the check mark
to save the item.
- Repeat steps 1-3 to create additional agenda items.
- Optionally, take one of the following actions for additional agenda item management:
- To add a comment, click the
icon. Enter a comment and click Save. Note: Once you have entered a comment, this icon can be used to show or hide it.
- To archive an agenda item, click the
icon. Note: Only active agenda items display by default. Select Archived in the toggle to view archived items.
- To delete an agenda item, click the
icon.
Both managers and employees can add action items to conversation. Action items are immediately visible to both parties once they are added.
- Click the +Add Action button.
- Enter the action item in the text field.
- In the Assigned To field, select the appropriate user.
- In the Due Date field, enter a date. Use the
icon to use the calendar.
- Click the check mark
to save the item.
- Repeat steps 1-5 to create additional action items.
- Optionally, take one of the following actions for additional agenda item management:
- To archive an action item, click the
icon. Note: Only active action items display by default. Select Archived in the toggle to view archived items.
- To delete an action item, click the
icon.
Edit the 1:1 Schedule
The 1:1 conversation schedule can be edited directly in the conversation. To do this, click the Edit Schedule button and make updates to the schedule as necessary.
Complete the Conversation
When the 1:1 meeting is concluded, you can complete the conversation. This records that the conversation has happened, along with all of the related agenda items and action items. Click the Complete 1:1 Conversation button to complete the conversation.
When you complete the conversation, the # of Sessions and Last Session columns on the 1:1 Conversations screen are updated.
View the Conversation History
To review the conversation, click the View History button.
Write Performance Plan Evaluation Comments Using AI
Functionality
Note: This feature is off by default and must be enabled by PeopleFluent. Please contact your PeopleFluent representative to have it activated.
In release 25.04, we are introducing the ability for organizations refine performance plan evaluations using AI, offering suggestions for improved clarity, tone and overall effectiveness. This streamlines the comment writing process, and ensures that feedback is consistently constructive and actionable.
Specifically, Performance administrators can enable the AI rewrite feature for the Comments field in the following sections of an evaluation form:
- Goals
- Competencies
- Overall
When enabled, users can enter text in the Comments field and then request an AI rewrite of the text they entered.
Details
Enable AI in an Evaluation Form
Performance administrators have the ability to activate AI in the Comments field for the Goals, Competencies, and Overall sections of an evaluation form. Here, standard prompts can be customized or replaced.
To enable the comments rewrite AI for a specific section:
- Open the performance management plan for editing and select the appropriate form from the Final Evaluation Form Configuration options in the left menu.
- Go to the appropriate section (Goals, Competencies or Overall). Click the
in the Comments field and then select Edit Field Properties.
- Click the Enabled AI checkbox.
- In the Overwrite AI Prompt Text field, override or add additional prompts. For example, Goal rating comments can be auto-generated based on fields such as Goal Name, Goal Measure, Expected Results and Rating, as shown below:
- Please write the Goal comments based on these fields
- Goal Name:$!{GoalRating.performanceGoal.name}
- Expected Results:$!{GoalRating.performanceGoal.expectedResult}
- measure :$!{GoalRating.performanceGoal.measure}
- actualResults :$!{GoalRating.performanceGoal.actualResults}
- Click Save.
- Repeat these steps for each section.
Using AI in an Evaluation Form
When enabled, users can utilize the AI feature to rewrite the text they enter in the Comments field.
- In the evaluation form, enter text in the Comments field of the appropriate section (Goals, Competencies or Overall).
- If AI is enabled for the field, the AI Comments button displays below the Comments field. Click the button and the AI Generate Comments window displays. The text that you entered displays in the User Input field.
- The Rewrite Guidance field shows suggested prompts. To use these suggestions, toggle the Use Rewrite Guidance button to be active.
- Click the Rewrite button. The AI-generated text displays in the Prompt Response field.
- Click the Replace button to replace the text in the User Input field.
- Click Save.
Succession Features
No new PeopleFluent Succession features or enhancements were made in this update.
Common Features
The features and enhancements described in this section apply to all PeopleFluent Talent Management applications. Because the applications are configurable per client, new features may affect each implementation differently. For more information about any new feature, and how it can be used in specific implementations, contact a PeopleFluent representative.
These features will be available when the client is upgraded to this version of PeopleFluent Talent Management.
Generate a Job Description Using AI
Functionality
Note: This feature is off by default and must be enabled by PeopleFluent. Please contact your PeopleFluent representative to have it activated.
In release 25.04, we are introducing the ability for organizations to generate job descriptions using AI. The AI-generated job descriptions pull data from key job fields such as job title, job family, management level, and customer industry, and generate a comprehensive description, including a basic set of required skills for the role.
Details
To generate a job description:
- Go to Menu > Reporting > Grid Reporting.
- Click Organization Data in the left menu.
- Select Jobs and then locate the appropriate job. Click on the Job Code to open it or editing.
- Click on the Description option in the left menu.
- If the feature is active, you will see the Generate Job Description button below the Description text area. Click the button.
- An AI-generated job description is created. The text can be edited in the same way that you would edit typed text.
Password Protection on All Reports
Functionality
Previously, only reports run offline could be password protected. In 25.04, we have added the ability to enforce password protection on all reports, regardless if they are run offline, attached to an email, linked from an email or accessed via any path on a grid reporting menu. This includes workbooks and workbook templates.
Details
A system administrator can enable password protection on all reports using the following steps.
- Go to Site Administration > Data Setup > System Settings.
- Locate the Enforce Encryption of All Reports setting and click the edit
icon to open it.
- In the Value field, click the True radio button.
- Click Save.
When the setting is configured to True, users are required to enter an encryption password for all reports, as shown below:
Data Feeds and APIs
This section describes changes made to data feeds and APIs. For more information on data feeds and flat files, refer to the PeopleFluent Talent Management 25.04 Control Data Guide and the PeopleFluent Talent Management 25.04 Data Mapping Guide.
Changes to Existing Data Feeds and APIs
There are no changes to the PeopleFluent Talent Management API, which remains at v1.36.230700 in this update.
Data Feeds and APIs
There are no changes to existing data feeds or APIs in this update.
New Data Feeds and APIs
This update does not include any new data feeds or APIs.
Product Documentation Changes
PeopleFluent has updated the PeopleFluent Talent Management documentation set to reflect enhancements and new features introduced in the 25.04 update.
Additional Documentation Resources
The following additional documentation resources are available:
|
Documentation |
Description |
| Hardware and Software System Requirements | Available on Customer Community. Provides information on workstation requirements, recommended and supported browsers, and supporting third-party applications. |
| Online Help | Available in the Talent Management application. Provides help content for administrators and end users. |
| Resolved Issues | Available on Customer Community. Provides information about resolved issues addressed in this update. |
| Training Manuals and eLearning Modules | Please contact your PeopleFluent representative to schedule training. |
About PeopleFluent
As a market leader in integrated talent management and learning solutions, PeopleFluent helps companies hire, develop, reward, and advance a skilled and motivated workforce. Deployed separately or as a suite, our software spans performance, compensation, succession, org charting, and learning—tailored for either large or mid-enterprise organizations. We deliver unmatched functionality and flexibility, recognized by leading analysts, to develop people, drive performance and deliver results.
Our talent solutions unify talent processes within a collaborative experience that enables HR and L&D teams to guide managers and employees with contextual learning—right in the flow of work.
A part of Learning Technologies Group plc (LTG), PeopleFluent provides world-class service and an unparalleled ecosystem of partners to optimize employee experience, employer brand, and business results.
For more, visit peoplefluent.com
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