PeopleFluent is pleased to announce the upcoming PeopleFluent Talent Management 25.07 update. This document describes the functionality of these new features, discusses their client  impact, and provides detailed information about each. If you have any questions about the enhancements or the new features presented in this document, please contact your PeopleFluent representative. 

Table of Contents

• Compensation Features
• Set Priority for Worksheet Statement Languages
• Set Default Grid View for Off-Cycle Worksheet
• Worksheet Navigator UI Alert Updates
• Default Location of Worksheet Summary
• New Color Palette for Worksheet Headers
• Updated Pipeline Design in Worksheets
• Editable Worksheet Fields Highlighted
• Salary Range Line Chart in Worksheets
• Bonus Detail Popup Updates
• Worksheet Summary Alert Updates
• Display Icons as Worksheet Column Headers
• Performance Features
• Delegated Employees in Status of Active Processes
• Change Workflow Action Owner
• Bulk Delete Performance Delegations
• Use Inclusion and Exclusion Lists in Workflow
• Career Path UI Update in the Talent Profile
• New Overall Feedback Field on Performance Plan Forms
• Succession Features
• Common Features
• AI Formula Assistant
• Text Editor Updates for End User Fields
• Data Feeds and APIs
• Product Documentation Changes 
• Additional Documentation Resources 
• About PeopleFluent
• Legal Notices

Default Location of Worksheet Summary

Functionality

In Release 25.07, we have expanded functionality that allows you to control where the summary grid displays on a Compensation worksheet.  Previously, the Display Summary First setting could be set to "true" or "false", with "true" placing the summary at the top of the worksheet. This was an overall compensation setting that was enabled in Data Setup.

This setting has been replaced by a new setting; Summary Grid Default Position that is configured within each reward cycle.  Here, you can select the default position for the summary. This new setting adds an option to display the summary as a slide-out view on the left.

In addition, a new View Summary option is available in the worksheet grid header. This option allows users to move the summary right in the worksheet.

Details

Set the Default Summary Location

1. Go to Compensation Administration > Salary Planning > Reward Cycle Configuration.  
2. Locate the appropriate Reward Cycle and click edit .
3. On the left-navigation menu, select the Options  tab.
4. In the Summary Grid Default Position field, select the default option.

5. Click Save.

Change the Summary Location in the Worksheet

1. Access the appropriate worksheet and go to the tasks list.
2. Click View Summary in the grid header and choose an option.

Display Left Example:

When you select Display Left, the summary will appear in a slide-out window. Click the x to dismiss the summary.

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New Color Palette for Worksheet Headers

Functionality

We have updated worksheet header configuration to use a more advanced color palette and allow colors to be set using Hex, RGB or HSL.

Details

1. Go to Compensation Administration > Salary Planning > Reward Cycle Configuration.
2. Locate the appropriate reward cycle and click edit .
3. In the left-navigation menu, select Worksheet UI Configuration.
4. Locate the appropriate column.  Click the edit in place  icon and select Set Visibility.
5. Click the Color field.  
6. Use the color selector to choose a color or assign a color as Hex, RGB or HSL.  Note: Use the up and down arrows to toggle between the options.
7. Click Enter to save the selected color.
8. Repeat steps 1-7 to change the color of additional columns.

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Updated Pipeline Design in Worksheets

Functionality

In Release 25.07, we have updated the pipeline design in Compensation worksheets to provide consistency by matching the pipeline in Performance workflow. 

Details

There are two color options for pipelines, an all blue "neutral" option and a teal/yellow "bright" option. The Page Theme Color setting manages this for both Compensation and Performance pipelines. The setting is located in Site Administration > Data Setup > Branding Themes > Page Theme Color.  The pipeline will reflect the theme setup

Bright Example:

Neutral Example:

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Editable Worksheet Fields Highlighted

Functionality

Previously, there was no visual distinction between editable fields and read-only fields in Compensation worksheets.  Editable fields in the worksheets are now shaded in gray to be easily identifiable.  Example below:

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Salary Range Line Chart in Worksheets

Functionality

Salary range is now displayed as a line chart in the Add Job pop-up.

Add Job Pop-Up Example

Off-Cycle Job Page Example

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Bonus Detail Popup Updates

Functionality

In Release 25.07, we have made some updates to the Bonus pop-up window in Bonus and Total Compensation worksheets.  In the Measures column, the binocular icon has been replaced with the name of the measure hyperlinked.  Some minor spacing and formatting updates have also been made.

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Worksheet Summary Alert Updates

Functionality

On Compensation worksheets, a new indicator displays the number of alerts that a user needs to address.  The indicator is on the View Summary button. Click on the button to view the summary with alerts.

Display Icons as Worksheet Column Headers

Functionality

Previously, you had the option to display a column's label in the header, or to display no text at all.  In some cases, the size of the label text is compressed and causes readability issues. In this release, we have added the ability to display icons in the column headers.  When a user hovers over the icon, the column label is displayed.

Details

Enabling the Feature

1. Go to Compensation Administration > Data Setup > Compensation Settings.
2. Locate the Display Column Header For Image Column setting and click edit .
3. Click the Value field.
4. Click the Icon option and then click OK.

5. Click Save.

View in Compensation Worksheet

The image below shows an example of the header icons in a worksheet. Hover over the icon to view the column label.

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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.

Delegated Employees in Status of Active Processes

Functionality

Previously, if a user had delegated employees, those employees were not reflected in the counts in the Status of Active Processes dashboard widget.  In Release 25.07, we have added the option to view delegated employees.

Details

A new option has been added to the Display Counts for: field on the widget.  The Employees Delegated to Me option will show a count of delegated employees.

It is important to note that the Employees Delegated to Me option will display under the following conditions:

• Delegated employees have been initiated in the Goal Setting, Interim Evaluation, or Final Evaluation workflow.
• Employees are currently delegated to the user based on the delegation start and end dates. If the delegation has been marked as Global, then the delegation participant will display on the delegatee’s widget for ALL performance plans.

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Change Workflow Action Owner

Functionality

Previously, it was not possible to change a Performance Plan workflow action owner once the workflow was initiated.  The only way to change the owner was to rebuild the workflow.  In this release, we have added a feature that allows administrators to override the default owner setting on a workflow action.

Details

1. Go to Performance Administration > Performance Management > Performance Management Plans.
2. Locate the appropriate plan and click edit .
3. On the left-navigation menu, select the appropriate workflow process tab in the Process Configuration section.
4. Click the wrench icon for the workflow step you need to update.
5. In the Action Owner(s) section, click the Action Owner(s) Override field.  
6. Select one or more of the available options.
7. Click OK.
8. Click Save.

If you create a copy of the plan, the copy will include the action owner's override.

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Bulk Delete Performance Delegations

Functionality

Organizations create hundreds of delegations for each performance plan each year.  Previously, in order to delete delegations, administrators were required to access each performance plan and remove the delegations manually.  In this release, we have added three data processing scripts that allow administrators to delete the delegations in bulk.  The options include:

• Delete all delegated participants by Entity ID based on a grid view (recommended method).
• Delete delegations using the performance plan reference key.
• Delete delegations using the performance plan reference key and performance process type.

Details

Delete Delegations by Grid View

Create a Grid View in Delegation Reporting

First, you will need to create or leverage a grid view in delegation reporting, which can include a view of all older delegations, delegations to an employee that is inactive or other views to clean up delegations in bulk.

1. In the left-navigation menu, go to Reporting > Grid Reporting.  
2. Select My Team from the options on the left.
3. Select Delegated Employees.
4. Select the grid on which you would like to base the new grid (By Employee, for example).
5. Click Set Columns and format the columns as appropriate.  Be sure to include Entity ID.
6. Click Save View.
7. Click Select View > Manage Views.
8. Copy the View Id for the appropriate view.

Run the Script

1. Go to Site Configuration > Data Tools > Data File Processing.
2. Click Add.
3. Enter a value in the Process Name field.  Enter values in the optional fields as necessary.
4. In the Processing Script field, select DeleteDelegationbyGridView.
5. In the Runtime Properties field, enter the View Id, as shown below:

6. Click Save.
7. Click Process Plan Update.
8. Click Yes.
9. Click OK.
10. Click the Refresh button to view the progress.

Delete Delegations by Performance Plan

This option allows you to bulk delete delegations related to a specific performance plan, using the plan's reference key.

Capture the Performance Plan Reference Key

1. Go to Performance Administration > Performance Management > Performance Management Plans.  Locate the appropriate plan and click edit .
2. On the Basics tab, copy or add a value in the Reference Key field. 

Run the Script

1. Go to Site Configuration > Data Tools > Data File Processing.
2. Click Add.
3. Enter a value in the Process Name field.  Enter values in the optional fields as necessary.
4. In the Processing Script field, select DeleteAllDelegationsByPerformancePlan.
5. In the Runtime Properties field, plan reference key and name, as shown below:

6. Click Save.
7. Click Process Plan Update.
8. Click Yes.
9. Click OK.
10. Click the Refresh button to view the progress.

Delete Delegations by Performance Plan and Process Type

This option allows you to delete delegations related to a specific process type within a performance plan.  Three process types can be used:

• GOAL_SETTING
• INTERIM_EVALUATION
• EVALUATION

This process also requires you to capture the reference key, but uses a different script which may need to be modified.  Follow the steps above to capture the reference key.

Modify the Script

You need to modify the script to specify the process type.

1. Go to Site Configuration > Data Tools > Data Processing Scripts.
2. Locate the DeleteDelegationByProcessTypeAndPerformancePlan script and click edit .
3. Confirm or update the value associated with SystemEnum.PerformanceProcessTypes.  In the image below it is set to GOAL_SETTING.

4. Click Save.

Run the Script

1. Go to Site Configuration > Data Tools > Data File Processing.
2. Click Add.
3. Enter a value in the Process Name field.  Enter values in the optional fields as necessary.
4. In the Processing Script field, select DeleteDelegationByProcessTypeAndPerformancePlan.
5. In the Runtime Properties field, plan reference key and name, as shown below:

6. Click Save.
7. Click Process Plan Update.
8. Click Yes.
9. Click OK.
10. Click the Refresh button to view the progress.

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Use Inclusion and Exclusion Lists in Workflow

Functionality

In Performance workflow process management, you have the ability to add newly eligible users to workflow or to remove participants who are no longer eligible.  Previously, the only options to identify the users to add or remove was to run a process that evaluates the performance plan eligibility locators.  Often, eligibility rules are complex, which could cause the process to be time-consuming.

In Release 25.07, we have added the ability to identify specific users to be added or removed from workflow.  This feature leverages the Inclusion and Exclusion eligibility set up in a Performance Plan.  Instead of evaluating the eligibility locators, you can manage users based on the inclusions or exclusions in the plan, allowing for quicker initiation or removal. 

Details

Enable the Inclusion and Exclusion Fields

In order to use this new feature, an administrator must first enable the Inclusion and Exclusion fields for the workflow process pages.

1. Go to Site Administration > Users and Security > Page Element Definitions.
2. The fields are made visible per each page element.  

Page Element ID	Description
processManagement.inclusionsEmployees_Goal Setting	Manages the Inclusions field on the workflow process screen for Goal Setting.
processManagement.exclusionsEmployees_Goal Setting	Manages the Exclusions field on the workflow process screen for Goal Setting.
processManagement.inclusionsEmployees_Evaluation	Manages the Inclusions field on the workflow process screen for Evaluation.
processManagement.exclusionsEmployees_Evaluation	Manages the Exclusions field on the workflow process screen for Evaluation.
processManagement.inclusionsEmployees_InterimEvaluation	Manages the Inclusions field on the workflow process screen for Interim Evaluation.
processManagement.exclusionsEmployees_Interim Evaluation	Manages the Exclusions field on the workflow process screen for Interim Evaluation.

 

Manage Inclusions and Exclusions in the Performance Plan

Inclusions

Employees who are not listed in the eligibility locators but are newly eligible for a performance plan should be added as Inclusions in the plan's Eligibility tab.

1. Go to Performance Administration > Performance Management > Performance Management Plans.
2. Locate the appropriate plan and click edit .
3. On the left-navigation menu, select the Eligibility tab.
4. In the Inclusions section, click the Add button and select the users to include.
5. Click Save.

Exclusions

Employees who are listed in the eligibility locators but are no longer eligible for the a performance plan should be added as Exclusions in the plan's Eligibility tab.

1. Go to Performance Administration > Performance Management > Performance Management Plans.
2. Locate the appropriate plan and click edit .
3. On the left-navigation menu, select the Eligibility tab.
4. In the Exclusions section, click the Add button and select the users to exclude.
5. Click Save.

Manage and Initiate Inclusions in Workflow Process Management

To view the Inclusions and initiate those users in workflow:

1. Go to Performance Administration > Workflow Process Management.
2. Locate the appropriate workflow process and click manage .
3. On the left-navigation menu, select the appropriate workflow process.
4. In the Inclusions field, click on the Display Count link to display the count of  participants included.
5. Click the  in the Manage column and select one of the following options:

• Manage Inclusions - Select this option to view all included users.  Here, you can also validate or initiate users individually.  Click the checkbox for each user and select the Initiate or Validate button.
• Validate Inclusions - Select this option to validate all included users.
• Initiate Inclusions - Select this option to initiate all included users.

Manage and Initiate Exclusions in Workflow Process Management

To view the Exclusions and remove those users from workflow:

1. Go to Performance Administration > Workflow Process Management.
2. Locate the appropriate workflow process and click manage .
3. On the left-navigation menu, select the appropriate workflow process.
4. In the Exclusions field, click on the Display Count link to display the count of number of participants included.
5. Click the  in the Manage column and select one of the following options:

• Manage Exclusions - Select this option to view all included users.  Here, you can also move users to a completed state or remove them individually.  Click the checkbox for each user and select the appropriate button.
• Move to Completed State - Select this option to move all users to a completed state.
• Remove Exclusions - Select this option to remove all excluded users.

Career Path UI Update in the Talent Profile

Functionality

In Release 25.07, we have made some UI updates to career paths in the Talent Profile.  The updates are designed to make career paths easier to view and understand.

Below is an example of the new career path UI:

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New Overall Feedback Field on Performance Plan Forms

Functionality

A new field is available to show feedback that is not tied to a goal or competency on the form to allow quick visibility and access to all that have visibility to the form including delegated individuals.  The Overall Feedback field can be added to the form. When added, process roles that have access to the form can view feedback not tied to a goal or competency on the form for quick evaluation instead of going to a separate link to view the feedback. The form will contain all of the feedback that is not associated with a goal or competency over the last 12 months.

Details

The field needs to be added to a Performance Plan form.

1. In the appropriate Performance Plan, access the form to which you would like to add the field.
2. In a section such as overall (any section other then goals, job essentials or competencies including a custom section), click the Actions field and select Configure Fields​.
3. Click Item Left to display all fields available for selection.
4. Locate the Overall Feedback (Feedback Responses) option in the Available Options column. 
5. Click to select it and then click the >> button to move it to the Selected Options column.

Accessing the Feedback on the Form

Click the  icon to view the feedback.

 

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Succession Features

The features and enhancements described in this section apply to PeopleFluent Succession. 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 Succession.

No new PeopleFluent Succession features or enhancements were made in this update. 

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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. 

AI Formula Assistant

Functionality

In Release 25.07, we are continuing to expand our AI offerings.  In this release, we are introducing a new AI formula assistant.  When AI is enabled, the AI assistant will display in anywhere you can configure functions and formulas.  An administrator can enter a formula or function and the AI assistant will make suggestions to improve the formula or fix errors.

This feature is available automatically when AI services are enabled.  It can be disabled using Design Mode. 

Details

When enabled, a Formula Assistant (AI) button is now available anywhere you can create a formula or function in Performance or Compensation.  The example below shows a formula in Performance.

 

Enter details in the Formula field and then click the Formula Assistant (AI) button.  The AI assistant will provide suggested changes, as shown below:

Click Apply Changes to update the formula or function.

Removing the AI Assistant

If your organization has AI services enabled, but does not wish to use this feature, you can remove the Formula Assistant (AI) button.  Use Design Mode to hide the button.

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Text Editor Updates for End User Fields

Functionality

In Release 25.07, we have made a general update to text editors in the application.  The editors have advanced formatting options that are not utilized by most end users.  For this reason, the formatting options available to end users have been scaled back. Administrators will still have access to the advanced formatting options.

Details

End-user formatting options still include the ability to bold text and create lists within a text field.  When the text field is in a pop-up window, such as the journal entry, you are required to click into the field to display the formatting options.  When it is on a page, the formatting options display by default.  

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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 25.07 Control Data Guide and the PeopleFluent Talent Management 25.07 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.

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Product Documentation Changes 

PeopleFluent has updated the PeopleFluent Talent Management documentation set to reflect enhancements and new features introduced in the 25.07 update. 

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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.

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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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Legal Notices

This document has been created for authorized licensees and subscribers ("Customers") of the software products and associated services of Learning Technologies Group, Inc. by its division PeopleFluent and all of its affiliates (individually and collectively, as applicable, "PeopleFluent"). It contains the confidential and proprietary information of PeopleFluent and may be used solely in accordance with the agreement governing the use of the applicable software products and services. This document or any part thereof may not be reproduced, translated or retransmitted in any form without the written permission of PeopleFluent. The information in this document is subject to change without notice.

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