Changelog

New updates, fixes, and improvements to TruePlan

January 4, 2022
New: Setting to Control Backfill Start Date

We've introduced a new setting to allow you to control how far out the start date for a backfill should be. You can find this setting in Workflow Settings under the settings icon in the navigation.

Bug Fixes and Improvements
  • Fixed an issue where the Justification template was preventing a user from submitting a request.
  • Fixed an issue where users would be unexpectedly redirected to the dashboard.
  • Fixed an issue where the numbers on a recruiter's dashboard were showing incorrectly.
  • Made some improvements on the Recruiting section of the app to increase performance.
  • We now default to the preferred name for employees listed in the HRIS. This can be changed under Workflow Settings.

March 16, 2022
New and Improved Approval Chain

We’ve made it easier to understand where requests are coming from, who’s next up to approve, and who denied a headcount so it’s easier for you and your team to know where things stand in the approval process. Learn More

Bug Fixes and Improvements
  • Increased the load time on the Headcount Page
  • Fixed an issue where the "Type" was showing up twice on the Headcount Page
  • Fixed an issue where the Start Quarter doesn't match the Start Month on the Headcount Page
  • Fixed an issue where rejected requests were not returned to a draft state
December 1, 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.
November 23, 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.
November 18, 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.
November 11, 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.

November 5, 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
October 27, 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
October 26, 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
October 22, 2021
Bug Fixes and Improvements
  • Introduced a new Universal ID that follows along during the lifecycle of a role.
October 20, 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
October 20, 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
October 7, 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

October 1, 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
September 30, 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.