View and download a PDF copy of the release notes

Resolved Issues

PeopleFluent Talent Management 26.07 includes a number of bug-fixes and you are encouraged to review them in the Resolved Issues Report.

New Reward Cycle Security Option

By default, any user authorized to manage and administer a reward cycle type, such as salary reward cycles or bonus reward cycles, can view all configured reward cycles of that type. To allow for better data privacy, we have added the ability to limit reward cycle access. Cycle administrators can now designate specific individuals for a reward cycle, ensuring sensitive data is only accessible to relevant stakeholders.

Configure the Reward Cycle

1. In the appropriate reward cycle, access the Basics tab. 
2. Locate the Secure Reward Cycle section. In the Secure this Reward Cycle? field, select Yes.
3. Click Save.

4. The Reward Cycle Security tab becomes available in the left menu. 
5. To select a user, click the Add button. Locate and select the appropriate users and click OK.  Note that this does NOT override security role permissions; selected reward cycle administrators must still be assigned the appropriate role to manage the reward cycle type.
6. Click Save.

If you copy a reward cycle, it will retain the Secure Reward Cycle setting. Be sure to update the setting in the new reward cycle, if necessary.

New Role: Reward Cycle Administrator

In release 26.07, we are introducing the Compensation Reward Cycle Administrator role to improve security control over Compensation reward cycles. The new role allows users to configure all aspects of a reward cycle, but only see employee data for organizations/participants with which they are directly associated. 

Impact

When the role is assigned to a user, the user will be able to view and configure all reward cycles, but will only be able to see data for which they are a stakeholder.  It will limit data in areas such as the Worksheet Participants grid in reward cycle configuration, the Planning Participant grid in compensation plan set up, Compensation Worksheet reports (under ad hoc reporting) and other areas where employee data is displayed. 

Data Processing Scripts for Adding and Deleting Process Hierarchies

In release 26.07, we have added the ability to upload and delete process hierarchies in the application using data processing scripts.

Script Availability and Locations

Two new data processing scripts are available; AddProcessHierarchy and DeleteProcessHierarchy. Script locations include:

• Administration Home > Performance Administration > Data Processing Scripts
• Administration Home > Compensation Administration > Data Processing Scripts
• Administration Home > Succession Planning Administration > Data Processing Scripts
• Administration Home > Site Configuration > Data Tools > Data Processing Scripts

Include Talent Assessment Section on Bulk Evaluation Forms

Talent assessments allow you to rate employees on their overall talent status based on key metrics.  Previously, if a performance plan was configured to include talent assessment as an evaluation point, a manager could only rate employees individually from the manager evaluation form. Now, a Talent Assessment section can be added to bulk evaluation form, allowing managers to rate multiple employees in bulk without having to access individual forms.

This update applies to both annual and interim bulk evaluation forms.

Add the Talent Assessment Section to the Bulk Evaluation Form

1. Open the appropriate performance plan. Note: The plan must be configured to allow bulk evaluations and use Talent Assessments as an evaluation point.
2. In the left menu, click Bulk Evaluation Form (or Interim Bulk Evaluation Form if appropriate) in the Final Evaluation Form Configuration section in the left menu. 
3. Click the Actions menu and select Configure form sections.
4. Click the Talent Assessment checkbox. Configure additional options, such as sort order, expanded by default, etc.
5. Click Save. The section is added to the form layout.
6. Only specific fields display by default but there are many additional fields that can be included in the section.  Click the section's Actions menu to make changes and updates to the fields and section layout. Be sure to save any changes.

Once you complete these steps, the Talent Assessment section is available on the bulk evaluation form.  If the manager evaluation form is configured to include a Talent Assessment section, managers can still fill out the fields there. Any information entered in the manager evaluation form will be displayed in the bulk evaluation form and vice versa, provided the field exists in both section layouts.

Open Competencies and Goals to Public Feedback

In release 26.07, we are introducing a new system setting that grants any user providing feedback to another employee access to that employee's goals and competency details. By default, this information is restricted to managers.

Activate the Feature

1. Go to Administration Home > Site Administration > System Settings.
2. Locate the Exclude RLS for Feedback setting.
3. Click the edit icon.
4. Click the True radio button.
5. Click Save.

Impact

When the feature is active:

• Any user will be able to select and view the employee's goals when providing feedback.
• Each selected competency will contain a View Details link, allowing any user to view the competency details when providing feedback.

Talent Management Virtual Assistant

In release 26.07, we are introducing an AI-powered Talent Management Virtual Assistant. The tool is designed to help users to quickly get information and guidance using natural language processing. It features a flexible user interface and memory capabilities to allow for continuous and contextual conversations, which are secure and completely internal.

The Virtual Assistant utilizes your organization's Talent Management documentation as the basis for content. These documents are loaded in the system and analyzed by the chatbot engine to answer your questions and requests.

What Can the Virtual Assistant Do?

• Answer Talent Management questions directly - You can simply ask questions, reducing the need to read through policy manuals, system manuals, HR handbooks, etc.
• Understand meaning, not just key words - The Virtual Assistant understands your intent and finds the right answer without simply doing a key word search.
• Remember conversations - Users can ask follow-up questions and the Virtual Assistant remembers your conversations and answers in context.

Talent Profile Summary Page

The new Talent Profile Summary page centralizes key employee information by bringing together data from various other tabs in the Talent Profile into a single, unified view. Administrators can customize this presentation by selecting one of five layout options and including specific content widgets, such as Compensation, Feedback, and 1:1 Conversations, into the page sections. Additionally, customized widgets can be formatted and included in the layout, allowing you to tailor the tab to your organization's specific needs.

The summary is located on the Overview tab in the Talent Profile (once enabled).

Activate the Overview Tab in Design Mode

1. Navigate to the main menu and click Turn Design Mode On.
2. Staying in the main menu, click Talent Profile.
3. Click the lightning icon for the Overview tab and select Set Visibility.
4. Select an option in the Default Visibility field. 
5. If necessary, override the default visibility for specific static roles, dynamic roles or security groups.
6. Click Save.

Configure the Talent Profile Overview Tab

You can configure the layout of the Overview tab and select from the available widgets to display the overview information. Go to Administration Home > Site Administration > Data Setup > Talent Profile Overview Administration.

Choose the Layout

First, select the layout of the Overview tab. There are five options available.

1. Click the Select a Layout button.
2. Click the radio button for the appropriate option.
3. Click Save.

Select the Widgets

Next, select the widgets that contain the content you would like displayed on the page.  The following options are available:

• Talent Profile Summary - A configurable widget that allows you to choose the displayed fields. You can include multiple instances of this widget in the layout. See Configure the Talent Profile Summary Widget below for information about setting up this widget.
• My Compensation Statement - Displays the employee's compensation statements.
• 1:1 Conversations - Displays 1:1 conversation details for the employee.
• Feedback - Displays the feedback received for the employee.
• Development Activities - Displays the employee's development activities.
• Total Pay - Displays the total pay information for the employee.
• Salary Range - Displays the salary grade range/market data range and where the employee falls in the range.

The available widgets are displayed above the layout. To choose a widget, simply click on it and drag it to the appropriate section of the layout. Multiple widgets can be placed in each section.

Click the widget's edit icon to manage the widget title. Here, you can also enter the title in multiple languages.

Configure the Talent Profile Summary Widget

You can configure the Talent Profile Summary widget. You can choose specific fields to display in the widget and manage the look and feel.

There are several fields available for the Talent Profile Summary widget out of the box. You can edit the field names and also add new fields. See Add and Edit Talent Profile Overview Fields below for additional information.

1. Click the Insert Field button.
2. Browse the available fields or use the filters to locate the appropriate field.
3. Select the field name.
4. Click OK.
5. Repeat steps 1-4 to include additional fields.
6. Use the editing functions to manage how the fields are ordered, as well as the general look and feel of the widget, including layout, font and other configuration options.
7. Click Save.

Add or Edit Talent Profile Overview Fields

1. Go to Administration Home > Site Administration > Data Setup > Talent Profile Overview Fields.

2. Enter or update the values in the fields:

3. Click Save.

Recently Viewed Pages

As part of an ongoing effort to improve and streamline navigation, we are now providing the ability for administrators to quickly access their five most recently-viewed pages within a session.

Additional Feature Information

• In order to access your recently viewed pages, you must have at least one administration main menu item bookmarked (thereby activating the required navigation menu).
• Click the recently viewed pages icon and the up to five of your most recently accessed are displayed. Click on a screen name to open it.

Manager Email Column Available in Grid Reports

A manager email column is now available for My Team grid reports and select employee-focused Performance and Goals grid reports. This column can be added to include the manager's business email for each employee in the report.

Adding the Manager Field to a Report

1. Access the appropriate grid report and select Set Columns.
2. Scroll or search the available columns and select Manager Business Email.
3. Move the field to the selected columns.
4. Click Save.

Japanese Language Report

As of release 26.07, PeopleFluent Talent Management supports Japanese for both Application Language and Content Language.

Set the Language to Japanese

1. Go to My Account > Preferences and Settings.
2. Select Japanese in the Application Language field, Content Language field, or both.

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 26.07 Control Data 
Guide and the PeopleFluent Talent Management 26.07 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. 

Additional Documentation Resources

• PeopleFluent_Talent_Management_26.07_Release_Notes.pdf2 MB