The new dashboard centralizes all open tasks — profile items, conversation actions, peer feedback requests, and more — so team members can stay on track and avoid missing key actions.

👉 All Team Members can view their Dashboard by navigating to My Dashboard.

Admins have access to a Past Due Conversations Report that highlights all overdue conversations across your organization.

Quickly identify trends, track completion, and follow up with managers to keep conversations on schedule.

👉 Admins can view this report by navigating to Analytics → Past Due Conversations.

You now have more control over your conversation timelines. At the conversation template level, admins can set a custom due date (default is 30 days), ensuring alignment with your organization’s cadence throughout the year.

👉 Admins can update this by navigating to Admin → Conversation Settings → Select the appropriate Conversation Template → Due in Days.

We introduced new permission options that allow users to view select admin-only areas without granting full admin access. This update supports better delegation, oversight, and collaboration across your HR and leadership teams.

👉 Admins can assign these permissions by navigating to Admin → Manage Users → Edit User → Role.

Team members can now have a secondary manager assigned to their profile.
All assigned managers gain visibility into their profile insights, development goals, and coaching conversations — strengthening collaboration and cross-functional support.
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👉 Admins can assign secondary managers by navigating to Admin → Manage Users → Edit User → Secondary Managers.

👉 Managers can add them by navigating to their Direct Reports tab.

Learn more about how to set up multiple managers:

Standard tile questions in conversations—such as Professional Goals, Personal Goals, Top Responsibilities, KPIs, and Development Needs—can now include custom descriptions. This allows you to personalize the questions within a conversation while still automatically pulling in the user’s profile content.

👉 Admins can add custom descriptions by navigating to Admin → Conversation Settings → Select the appropriate Conversation Template → Edit next to the question you’d like to update.

Any open action items from a user’s Development Plan can now be pulled directly into a coaching conversation. This allows managers and team members to review progress, add comments, and stay aligned without navigating between tabs.

👉 Admins can add the Development Plan question to a conversation template by navigating to Admin → Conversation Settings → Select the appropriate Conversation Template → Activate the Development Plan question.

Admins can preview templates from multiple perspectives:

👉 Admins can preview conversation templates by navigating to Admin → Conversation Settings → Select the appropriate Conversation Template → Select the preview in the top right corner.

Managers and direct reports can also preview the template questions before launching a conversation, improving clarity and preparedness.

Managers can now invite peer input during coaching conversations, giving them a broader, real-time view of a team member’s strengths, impact, and development needs.

👉 Admins can enable peer feedback by navigating to Admin → Conversation Settings → Select the appropriate Conversation Template → Toggle Peer Feedback on.

As an admin, learn how to add peer feedback to a conversation template here.

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