Release Notes - 2019

Modified on Tue, Dec 17, 2019 at 11:23 AM

December 16, 2019 - v5.3.0

Goals: Fixed an issue preventing the cloning of goals.
Results Comparison: Fixed an issue causing an error when viewing the results of an appraisal in comparison mode.
Tasks list: Fixed an issue preventing users from viewing a questionnaire they previously filled when the review cycle is marked as archived.

December 14, 2019 - v5.2.9

360° Surveys: New workflow feature to request signatures from employees, managers and HR.
Appraisal Progress report: Visible columns are now saved as a user preference.
Reports: Fixed issue causing an error when there is no review cycle allowing appraisals or 360s.
Login page: Improvements to reduce number of unwanted free trials.
Batch operations: Fixed issue causing selected columns to be reset when changing review cycle.
User importation: Removed the option to set the Team when uploading users through a spreadsheet, as it was causing confusion (you can still set the Manager).
Account administrators are now allowed to view the results of HR administrators.
Edit Rating Scale page: Fixed an issue preventing administrators from adding an option to the default rating scale.
Results page: Improvements to text layout and wrapping.
Other minor bug fixes and improvements.

November 30, 2019 - v5.2.8

Fixed issue causing the pending tasks count (displayed in the left menu and dashboard) to not always be accurate.
Improved warning message displayed in the 360 Surveys and Appraisals pages when no review cycle is allowed.
Fixed bug causing unvalidated user accounts to expire earlier than they should.
Moved all application data to the Canadian data center.

November 18, 2019 - v5.2.7

Appraisals: Disallow modification of free text responses after an appraisal has been signed.
Questionnaires: Fixed bug causing an error when copying questions from another questionnaire.
Batch operations: Fixed an issue that could cause an error when batch updating appraisals.
360° Surveys: Don't allow current admin to modify a survey on self if it was launched by another user.
When editing an appraisal questionnaire with respondent-specific sections, fixed validation message claiming there was no self-review questions when in fact there was some.
Other minor bug fixes and improvements.

November 9, 2019 - v5.2.6

Performance appraisals: New workflow feature to request signatures from employees, managers and HR.
Appraisals and 360° Surveys pages: Added many new optional columns to the tables.
Reports: Added the "Employee Email" and "Employee ID" columns to many reports.
Goals & Job Profile report: Added the "User Status" and "Manager Name" columns.
User import: Fixed an issue causing an error when users were assigned to inactive teams.
Appraisals: Fixed incorrect validation message when extending deadline for an appraisal with simultaneous workflow.
Batch operations: Added "Participants" column for Update/Share 360° surveys operations.
360° Surveys: Fixed issue causing text responses to not be visible to an admin or HR user who launched a survey on self.
Fixed display and usability issues with Internet Explorer.
Other minor bug fixes and improvements.

October 26, 2019 - v5.2.5

360° feedback surveys: Fixed a bug preventing an HR assistant from sending grouped invitations to participants.
New back-end configuration to prevent participants from reopening assessments (not enabled by default).

October 7, 2019 - v5.2.4

Questionnaire: Fixed display issue with goals, competencies and responsibilities that have a very long title.
Job types: Fixed bug causing an error when copying goals from job type library & no cycle is selected.

September 21, 2019 - v5.2.3

Okta: Support SSO through contextual links for all pages.
Edit Questionnaire page: Fixed bug causing an error when copying questions from another questionnaire that has respondent-specific sections.
Detailed Opinion Survey Results report: Fixed bug causing an error when trying to export data as CSV.

September 18, 2019 - v5.2.2

Fixed an issue causing an error in the Forgot Password page.

September 17, 2019 - v5.2.1

Questionnaire Preview page: Fixed an issue that was causing an error when clicking the "Download PDF" button.
360° surveys: Improvements to the message reminding that there are pending email invites to send to participants.
Okta: Support SSO through contextual links for the Questionnaire page.

September 14. 2019 - v5.2.0

360° questionnaires: Added option "Specify who fills out each section" in the Edit Questionnaire page, making it possible to assign respondent groups to each section.
Batch operations for 360° Surveys and Appraisals: Added a new "Share" operation allowing to share/unshare assessments for a group of employees.
Rich text editor: When pasting external content into the editor, external formatting and styles are now automatically stripped. This is to prevent unwanted interactions with the application css/styles.
BambooHR integration: Added setting for automatic synchronization to only import employees with specific employment statuses.
Free text questions: Added a back-end setting to allow rich text to be entered in free text responses.
Authentication: Added a new option under General Settings to disallow password-based login for organizations that want to restrict authentication to Single Sign-On methods.
Visual improvements to Login and Sign-Up pages.
Other minor bug fixes and improvements.

August 17, 2019 - v5.1.7

Open 360° feedback: This brand new feature makes it possible to launch 360° feedback surveys as "open surveys", allowing anyone in the organization to participate in the surveys without having to select participants up front.
360° feedback: Added an option under the Quick Add drop-down to copy participants from the last survey.
Edit User page: Privileges and Last Login fields were moved to the top.
Job Types: The Manage Job Types page was moved under the Manage Account section.
Added the Location column in the User Search page and in the comparison and results filter dialogs or the Results page.
Other minor bug fixes and improvements.

July 9, 2019 - v5.1.6

Minor improvement to endpoint for SSO with Okta

July 6, 2019 - v5.1.5

Set goals page to reverse alphabetical order by default.
Add job type column to comparison mode.
Integrate with Okta for SSO.
Generation of PDF reports:
- Make our own subsystem to generate all PDFs for all customers by default.
- Update the footer in PDF reports
Tasks page: Show which reviews are in draft mode
Other minor bug fixes and improvements.

June 29, 2019 - v5.1.4

External participants: New feature making it easy to invite external participants in 360° surveys and opinion surveys. External participants can be added on the fly when launching a survey; they access the survey through a special link sent by email and they don't count as users (i.e. they don't use up user licenses). Note that this feature is currently only available to select clients. It will be made available to all clients soon.

June 22, 2019 - v5.1.3

Employee files: It is now possible to upload files to an employee profile and define which groups have access to them.
Goals: Added a new Team Overview page for managers and HR administrators.
Dashboard: Journal notes and Instant Feedback entries are now displayed on separate tabs inside the Recent Notes panel.
Appraisals and 360° Surveys pages: The "Hire Date" column was replaced by the "Work Anniversary" column.
Users with the HR Assistant privilege are now allowed to manage review cycles, custom content and custom reminders.
Results page: Added pagination to the user list in the comparison filter dialog.
BambooHR integration: Updated the links to the BambooHR Web site.
BambooHR integration: Ignore the manager defined in BambooHR if it is the same person as the employee (since employees cannot be their own manager in Primalogik).
Batch download of assessments: Deactivated users with existing assessments can now be selected in the list.
Goals & Job Profile report: Added the "Verified" filter and column.
Score History report: Fixed a bug causing an error when the appraisal workflow is defined as "Manager review only".
Consolidated Rating Results report: Fixed a bug causing an error when the questionnaire contains goal rating questions and no other rating questions
360° Survey Progress (By Reviewee) report: Fixed a bug causing an error when a survey does not have any approved participant.
Other minor bug fixes and improvements.

May 22, 2019 - v5.1.2

Increased the character limit to 20,000 for free text responses.
Consolidated Rating Results report: Fixed error that occurred when the "self" respondent group was disabled.
Appraisals page and 360° Surveys page: Fixed issue causing the "Hire date" column to be blank for employees without an assessment.

May 18, 2019 - v5.1.1

Appraisals and Surveys: It is now possible for HR administrators to create a review cycle on the fly at the time of launching an assessment.
Appraisals page and 360° Surveys page: Added the "Hire date" column. Also added the "Anonymity" column in the 360° Surveys page. New columns are not visible by default but can be added.
Goals: Made some improvements to the UI used to rate goals in a questionnaire (also applies to competencies, responsibilities and development items):
- Added inline link to view the full list of goals
- Added an icon to access the goal activity window
- Automatically filter goals for the current review cycle
360° Surveys page and 360° Survey Progress report: Show the number of declined feedback requests in the Progress column.
Consolidated Ratings Results report: Added a visual representation for the Rating column.
Edit User page: Fixed an issue that was making it impossible to unset the Job type field.
Subscription page: Fixed "expired" invoice links.
Modified sorting of tables so that empty values appear last.
Other minor bug fixes and improvements.

May 4, 2019 - v5.1.0

Optimizations to make Tasks page load faster where there are a lot of entries.

April 27, 2019 - v5.0.9

Consolidated Rating Results report: Added column "Respondents" showing the number of raters who contributed to the result.
Journal & Instant Feedback: Email notifications are now optional when creating new entries.
Goals: The Category field is now included when copying goals from Job Types library.
Email notifications: Fixed issue causing notifications to be sent to deactivated users.

April 15, 2019 - v5.0.8

Appraisal progress report: Fixed an issue causing the manager name to be displayed in the Employee Name column when the appraisal workflow was set to "Manager review only".
Appraisals and surveys: Fixed a bug that was making it possible for reviewees to edit the content of free text responses for assessments shared with them.

April 13, 2019 - v5.0.7

Employee Journal and Instant Feedback: It is now possible to attach files and images to journal and feedback entries.
360° surveys: Improved the message asking about email notifications after saving a new survey.
Goals: It is no longer possible for users to change the review cycle of a goal once it has been evaluated.
Manage Users page: Added "restricted" label next to the privilege name for HR Administrators and HR Assistants that are restricted to specific teams.
Questionnaire preview: Improved how goal rating questions are displayed in the preview.
Employee Journal: Fixed an issue with an invalid link in the journal note email notification.
Other minor bug fixes and improvements.

March 27, 2019 - v5.0.6

Fixed an issue causing an error when trying to create users with the "Quick add" dialog of the Getting Started page.
Fixed a bug with the Review Cycle filter of the Goals & Job Profile page.

March 23, 2019 - v5.0.5

Login with Microsoft: It is now possible to login to Primalogik using a cloud-based Microsoft account (Single Sign-On).
Goals & Job Profile report: Employees without any goals are now included in the summary view with a count of zero (allows to easily find employees who have not yet defined their goals).
Goals & Job Profile report: Long descriptions are no longer truncated.
It is now possible to restrict HR administrators and HR assistants to specific teams inside the organization, allowing them to manage assessments for those teams only.
Dashboard: Fixed an issue with the Recent Activity graph that was causing dates to be off by one day.
360° surveys can now be disabled as an application module, for organization who don't use them.
Employee Journal: HR administrators can no longer view journal entries of other HR administrators unless they are their manager.
Other minor bug fixes and improvements.

March 10, 2019 - v5.0.4

Fixed a bug causing an error when importing users from a spreadsheet and the Job Type field contains entries that don't exist.
Fixed a usability issue with the left menu for users having a small screen or small browser window.

February 23, 2019 - v5.0.3

Batch operations: When batch updating 360 surveys, email notifications are no longer sent to participants who already declined to provide feedback.
User importation: Fixed an issue causing job types created automatically to not be visible in the Manage Job Types page.
Appraisals & 360° Surveys page: Fixed a display issue causing the deadline values to be off by one day.
Removed references to "Continuous Feedback" from automated emails.
Other minor bug fixes and improvements.

February 18, 2019 - v5.0.2

Getting Started panel: Fixed an issue causing an error when clicking on the "Appraisals and 360° Surveys" button (page was replaced).
360° Surveys page: Fixed a bug causing an error when sorting by the Progress column and the list contains surveys without actual participants (e.g. when requesting participant suggestions).
Fixed links in the Welcome email.

February 11, 2019 - v5.0.1

Fixed an issue causing an error when trying to view the results of an opinion survey that was not linked to a review cycle.

February 9, 2019 - v5.0.0

Complete layout overhaul and smarter navigation:
- The new navigation has a left menu with icons that make it easy to find your desired options. All the important features and options are now only one click away!
- Some pages have been optimized to use the full width to provide you more relevant information without cluttering your view.
Configurable appraisal workflow: You can now chose one of three different appraisal workflows when creating or editing a review cycle:
- Self-review followed by manager review
- Simultaneous self-review and manager review
- Manager review only (no self-review)
User importation: It is now possible to specify whether or not imported users should have the Employee privilege when importing from a spreadsheet.
User importation: Improved error handling and validations for the "Manager email" field when importing from a spreadsheet.
Results: When exporting results to PDF, free text responses that were hidden by administrators or managers are now invisible instead of being displayed with strikethrough fonts as on screen.
Results: Added "All without self" as a category in the graph that shows results by respondent group as well as in the Consolidated Rating Results report.
360° surveys results: Added a back-end configuration to define whether or not free text responses by the manager should be anonymized.
Detailed Assessment Results report: When exporting to csv/tsv format, questions containing html (rich text) are now converted to plain text.
Review Cycles: A new dedicated page has been created to manage review cycles.
Goals & Job Profile: It is now possible to modify the status of goals, competencies and responsibilities after they have been evaluated.
Email notifications: When updating multiple assessments using a batch operation, notifications sent to participants are now grouped in a single email.
Fixed an issue causing an error when viewing the results of an opinion survey in comparison mode with anonymous respondents.
Removed support for Internet Explorer 8 & 9.
Other minor bug fixes and improvements.

January 7, 2019 - v4.2.4

Fixed an issue causing escaped HTML entities to be displayed in self-review responses when a manager fills an appraisal.
Fixed an issue causing an error when batch downloading PDF results which include questionnaires that don't contain any rating questions.