Changelog

New updates, fixes, and improvements to TruePlan.

Nov 30, 2021
Bug Fixes and Improvements
  • Fixed an issue where drafts were showing up on the Headcount page.
  • Fixed an issue where search by UID in Recruiting Tools was not working.
Nov 22, 2021
Bug Fixes and Improvements
  • Added a new setting in Workflow to use preferred names over full first names. By default, this setting is turned on.
  • Fixed an issue where the title was not editable on the Headcount page.
Nov 17, 2021
Filter Out Employee Types

We've introduced a way to filter out certain employments types from your stats, headcount page, requests, and approvals. By default, everything is selected and you can turn any number of them off.

Bug Fixes and Improvements
  • Fixed an issue where the loading indicator on the headcount page was missing.
  • Fixed an issue where a few filters on the recruiting pages would overlap.
  • Improved the spreadsheet so that text doesn't get cut off when it's longer than the cell.
Nov 10, 2021
New: Saving Your View

We've added a way for users to save their views on the headcount page. You can shift columns around, hide columns, filter columns, or sort columns and we'll save your view for next time. You can click 'Reset View' any time to return it to the original state.

Bug Fixes and Improvements
  • Fixed an issue where longer text was being cut off on the request and approval flows.
  • Fixed an issue where an extra blank row was showing on the headcount page.

Nov 4, 2021
Bug Fixes and Improvements
  • Made a change so that an owner of a company doesn't skip the approval chain
  • Fixed an issue where the "Backfill" label was not showing up on the headcount page
  • Fixed an issue where the priority was not saving for recruiting
Oct 26, 2021
New: Justification Template

We’re excited to announce a new feature and capability called the Justification Template. Similar in concept to creating a business case for a new hire, the new Justification Template allows an admin of an account to customize a series of questions that are needed to collect the needed information to make smart hiring decisions. Learn More -> 

Bug Fixes and Improvements
  • Made an improvement so the user can't select a date in the past when requesting
  • Fixed an issue in pivot mode where the columns were duplicated
  • Fixed an issue where request field settings were showing up blank
  • Fixed an issue where copying and pasting was not working for certain fields in the request flow
Oct 25, 2021
Pivoting the Headcount Page

We've introduced a new way to view your headcount - you can now pivot the headcount page spreadsheet by Headcount over Quarter or Pay scale over quarter. You can select what view you want to see as well; Org, Department, or Sub-Department.

Bug Fixes and Improvements
  • Added Employee Number to the spreadsheet and the view settings in custom form fields
  • Made a change so that an candidate selected will show up in the name field of an approved hire in the event of someone hired but has not started yet.
  • Fixed an issue where created a new draft request errors out
  • We've added the hierarchy structure to the organization filter within recruiter tools
Oct 21, 2021
Bug Fixes and Improvements
  • Introduced a new Universal ID that follows along during the lifecycle of a role.
Oct 19, 2021
Bug Fixes and Improvements
  • Added a way for anyone in a recruiting role to access users/recruiting and makes changes/invite users
  • Fixed an issue so backfills can now be created without an owner
  • Fixed an issue where some information was not displaying correctly when submitting for approval
  • Fixed an issue where links from the activity feed would 404 based on user permissions
Oct 8, 2021
Bug Fixes and Improvements
  • Add a new filter on the Approved Hires list to filter by location
  • Improved load times in recruiter tools by adding better caching
Oct 6, 2021
See Status of Approved Hires in the Org Chart

We've added the ability to see an approved hire status in the org chart. The following statuses are now seen: Recruiter Unassigned, Not Started, Hiring In Progress, In Offer Stage, Offer Accepted.

Bug Fixes and Improvements
  • Added the ability to filter the Org Chart by status (Employee, Approved Hire, Requests)
  • Fixed an issue where the Headcount metrics were off on the Dashboard and Headcount pages
  • Fixed an issue where removing a Department in Recruiting Settings was still showing as selected

Sept 30, 2021
Bug Fixes and Improvements
  • When adding a url to the justification field we now automatically convert to a link
  • Separated the Equity column from the rest of Pay Rate so it can be turned on/off separately
Sept 29, 2021
New: Activity Feed

We've added a new activity on the dashboard. You can now see a live feed of key headcount changes for your teams to track hiring progress and attrition in real-time.

Bug Fixes and Improvements
  • Fixed an issue where adding a new request draft would delete unsaved changes from other rows.
  • Fixed an issue where rejected a request showed the wrong notification.

Sept 28, 2021
Bug Fixes and Improvements
  • Fixed an issue where our headcount dollar metrics were off by a power of 10

Sept 27, 2021
Auto Approve Backfills -> Workflow Settings

We've added a new setting in Workflow Settings to allow you to turn on auto-approving backfills. When this is on, any backfills created will automatically be approved and not go through the normal approval process.

Bug Fixes and Improvements
  • Moved the location of the main CTAs (submit for approval, approve, deny) on the request and approval flows to be closer to their respective tables
  • Fixed an issue where Job Levels were not submitted during the request process
  • Fixed an issue where all employees we're not showing in the dropdown when adding a user to a role (e.g. recruiter)

Approved Hires can report into other Approved Hires

We've added the ability for Approved Hires to report into other Approved Hires. This should help significantly in your organization planning and be more forward thinking as you introduce new teams. During the request flow, you can select any approved hire as the Reporting Manager. You will see this structure in the org chart.

Bug Fixes and Improvements
  • Introduced a 'Type' column on the Headcount page so you can group by Employees, Approved Hires, and Requests.
  • We've added the ability for Hiring Managers to see their own and other Hiring Managers requests in the org chart if they are part of the same group.
  • Fixed an issue where the Add Request button was showing for admins on the Headcount page.

Sept 22, 2021
Bulk Add Requests

We've added the ability to add multiple rows at once when requesting headcount. You can create up to 10 rows at a time.

Bug Fixes and Improvements
  • Added additional columns to the headcount page - we're now showing all sub-groups within a group (Sub-Department, Department, Organization) when applicable.
  • Fixed an issue where Pay Rate was showing the approval flow when checked as unused.
  • Fixed an issue where the Start Date was formatted incorrectly.
  • Fixed an issue where assignments were not showing up an individual recruiters dashboard.

Sept 20, 2021
Workflow Settings -> Approval Groups

We've introduced a new section in our settings called Workflow. To start, this has the option to change a setting that allows you to toggle that everyone in a group needs to approve a request or that only one person in a group needs to approve a request before the request moves to the next stage.

Bug Fixes and Improvements
  • Fixed an issue where the CSV export was showing every line item as backfill
  • Fixed an issue where terminated people were showing up in the headcount view

Sept 17, 2021
An Easier Way for Admins to Approve and Deny Requests

We added an easier way for admins to approve and deny requests directly from the Headcount page. We've scoped this to only admin roles for the time being as any other approver role can go through the approval flow to approve or deny requests.

Bug Fixes and Improvements
  • Added a highlight to the current stage in the approval chain
  • Fixed a bug on the Org Chart saved filters where the action buttons change their position
  • Increased the performance on the approval and request views
  • Fixed a bug where the user couldn't remove the job title from their request drafts
  • Added the ability to connect job postings that are closed in the ATS