PeopleFluent is pleased to announce the upcoming PeopleFluent Talent Management 25.11 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 
• Add Conditional Editability to the Add Job Field in Compensation Planning Worksheets
• General Updates to Off-Cycle Recommendation Forms
• Off-Cycle Salary Recommendation Form Updates
• Off-Cycle Team Reward Initiation
• Performance Features
• Ability to Export Calibration Smart Grids
• New System Delegation Settings
• Edit Live Performance Plans
• Distribution Curve Graphic Available for the Manager Evaluation Form
• Common Features
• PeopleFluent Talent Management/PeopleFluent Learning Integration

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. 

Add Conditional Editability to the Add Job Field in Compensation Planning Worksheets

Functionality

Salary Planning and Total Compensation Planning worksheets include an Add Job field that allows managers to add a job code for a user.  Setting the field to Read/Write in reward cycle configuration allows the field to be edited in the worksheet.  In some cases, you may want to allow the field to be editable, but not for employees who do not meet specific criteria.  For example, you would like to prevent managers from adding a job for employees who are below a certain performance level.  Previously, there was not a way to set rules around editing the Add Job field in a worksheet.  In release 25.11, we have added the ability to create rules in reward cycle configuration.  If an employee does not meet the rule criteria, the field is read only and a job can't be added.

Details

To configure the rule:

1. Open the appropriate Salary or Total Compensation reward cycle configuration and click Column Manager in the left menu.
2. Locate the Add Job field. Scroll to the Editability column on the far right.
3. Click the + icon to open the Add Rule window.
4. Configure the rule as necessary.
5. Click Save.

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General Updates to Off-Cycle Recommendation Forms

Functionality

In release 25.11, we have made some general enhancements to the Off-Cycle Recommendation forms.

Details

Pipeline Updates

In release 25.11, the pipeline graphics for off-cycle forms have been updated to match the more recent updates to other Compensation forms.  

Additional Enhancements

• Recommendation section fields adjusted for Salary and Stock forms.
• Updates to the Budget Summary graph bar colors. 
• Budget Summary content aligned to the left.
• 3-Year Compensation History widget is wider.
• New "loading" graphic.

Additional updates have been made to the Salary Recommendation form. Please see Off-Cycle Salary Recommendation Form Updates below.

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Off-Cycle Salary Recommendation Form Updates

Functionality

Enhancements have been made to the Off-Cycle Salary form, including:

• The image that displays new job title and current job title when a new job code is selected has been updated. Example below:

• In addition, the image was previously displayed to the right of the Recommendation Details. It has been moved to display to below the other details of the form.

In addition to the changes listed here, there have been some general updates to the Form. Please see General Updates to Off-Cycle Recommendation Forms.

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Off-Cycle Team Reward Initiation

Functionality

In release 25.11, changes have been made to the Off-Cycle Team Rewards initiation screen.  Most notably, the Selected Award Recipients section has been relocated below the Team Recommendations section.  In addition, there is a new delete icon and the Back button has been removed.  

The image below shows the updated screen:

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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.

Ability to Export Calibration Smart Grids

Functionality

In Calibration settings, you have the ability to view the data in a list grid.  Previously, the data was not exportable from this view. You were required to export this data from a report.  In release 25.11 we have added the ability to export the calibration data directly from the grid. 

Details

Export Function

On the calibration grid layout, there are two new options: Export to CSV and Export to Excel.

Key Attribute Fields

When key attribute fields are added or reordered in the calibration templates, these fields will be reflected in all existing calibration sessions in the grid layout.

• Saved Grid Views - no modifications will be made to the saved grid view except to add the missing or reordered key attribute fields.  For added fields, any of those missing from the saved grid view will be appended to the column list.  For reordered fields, the saved grid view will be overridden by the reordered fields.  All key attribute fields will be removed from the saved view and added back in the order listed under Calibration Templates > Basics > Key Attribute Columns.
• Non-Saved Grid Views - the fields will be added or reordered to the grid for all calibration sessions in the order listed under Calibration Templates > Basics > Key Attribute Columns.

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New System Delegation Settings

Functionality

Release 25.11 contains multiple new performance settings around Delegation in the system settings.

Details

Default Global Delegation

This setting defaults the Delegation Type field to All Plans on the Add New Delegations screen. To update the setting:

1. Go to Performance Administration > Data Setup > Performance Settings.
2. Locate the Default to Global Delegation setting.
3. Click  to edit.
4. Update the setting as required and click Save.

Default Delegation Process Type

This setting determines the default selection in the Process Type field of the Add New Delegations screen. To configure the setting:

1. Go to Performance Administration > Data Setup > Performance Settings.
2. Locate the Default Delegation Process Type setting.
3. Click to edit.
4. In the Value field, select the appropriate process.
5. Click Save.

Default Delegation Role Types

This setting defines the roles that are available in the Roles field on the Add New Delegations page. To configure the setting:

1. Go to Performance Administration > Data Setup > Performance Settings.
2. Locate the Default Delegation Role Types setting.
3. Click to edit.
4. Select or clear the check boxes for the appropriate roles.
5. Click Save.

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Edit Live Performance Plans

Functionality

Previously, once a performance plan was live, it was difficult to change any of its settings in the event of a serious error.  In most cases, the plan had to be stopped and the process restarted all over again.  In release 25.11, we have added functionality that allows PeopleFluent support to open plan settings in order to make required changes, mitigating the need to restart the plan.

Please contact your PeopleFluent representative or PeopleFluent support if you have a need to make changes to a plan.

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Distribution Curve Graphic Available for the Manager Evaluation Form

Functionality

In release 25.11, we have added the ability to include a distribution curve graphic on the manager evaluation form of a performance plan.  This allows the manager to view where an employee's peers have been rated when selecting an overall rating for the employee. 

Details

Adding and Configuring a Chart to a Manager Evaluation Form

1. Go to Performance Administration > Performance Management > Performance Management Plans. Create or open a performance plan.
2. In the Final Evaluation Form Configuration section on the left, click Manager Evaluation Form.
3. Scroll to Section: Overall.  Click the Action field and select Configure fields.
4. Click on the section where you would like to place the chart (Item Top, Item Left, Item Right or Item Bottom).
5. Locate the Performance Distribution field in the Available Fields column.  Click the right arrow to move it to the Selected Fields column.
6. Click Save.  The field is added to the section. Next, you will configure the field properties, including the defined curve points.
7. Click the field's icon. 
8. Configure the values in the Edit Field Properties screen.

9. Click Save.

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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. 

PeopleFluent Talent Management/PeopleFluent Learning Integration

Functionality

We are pleased to announce that, with the 25.11 release, comes the ability to integrate PeopleFluent Talent Management with PeopleFluent's Learning product.  Initial integration features include allowing/requiring your users to access development activities from the integrated learning platform.  We will continue to add features in future releases.

Please contact your PeopleFluent representative if you are interested in setting up integration with PeopleFluent Learning.

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