Changelog
Follow up on the latest improvements and updates.
RSS
new
For end-users
Career
Professional Plan
🔍 Learning materials are now searchable - right from Organization Search!
Training documents and resources now appear in
Organization Search
results.No more “where’s that guide?” moments: just type, find, and learn. Perfect for onboarding, upskilling, or quick answers.
new
Reviews
Surveys
Feedback
For admins
🎉 Anniversary-based Automation Rules in Reviews, Surveys, and 360-degree Feedback Templates
Introducing Anniversary Automation for Reviews, Surveys, and 360s! Automatically send review, survey, or feedback forms to employees on their work anniversaries.
new
For admins
Professional Plan
🌐 Send Teamflect notifications from your own domain
Teamflect can now send notifications using your company’s email domain.
Say goodbye to ''no-reply@teamflect.com'' - your people will receive notifications directly from you.
Better deliverability ✅
More trust ✅
Cleaner inbox ✅
The Admin Center's new
Branding
section lets you customize logos, colors, and visuals across the platform.
Your users will now feel at home — every screen and email matches your brand identity.
Instant updates, zero coding.
new
Reviews
For admins
Professional Plan
🚀 New in Reviews: Individual Development Plans (IDPs)
We’ve added Individual Development Plans (IDPs) directly into the review flow. This update helps employees and managers connect performance conversations with career growth in one seamless process -
available exclusively on the Professional plan.
What’s new:
- Dedicated IDP step in review templates, giving HR admins full control over visibility and requirements.
- Flexible configuration — make IDPs mandatory, auto-grant access at cycle start, or tailor instructions for reviewees.
- Real-time sync — updates in the IDP module instantly reflect in the review, keeping career development aligned and up to date.
- Clear accountability — reviewers can see active, draft, or missing plans at a glance.
- Print support — finalized reviews now include IDP context where relevant.
This enhancement bridges the gap between performance and growth, ensuring every review conversation also drives career development.
👉 Written Walkthrough:
Learn more
.improved
Reviews
For admins
📢Export All Reviews (Updated)
We’ve upgraded "Download All Reviews" to "Export All Reviews" for a faster, more reliable experience.
Instead of waiting in-app, you’ll now receive a secure download link via email—making it easier to access large review exports without interrupting your workflow.
👉 Try it out today and enjoy a smoother exporting experience!
improved
Reviews
For end-users
📢 Updated Review PDF Design
We’ve redesigned the Review PDF to make it cleaner, easier to read, and optimized for printing.
What’s new
- Removed box-based layouts → now content flows as headings + text.
- Simplified tables, charts, and Likert scales for a document-style format.
- Goals, competencies, attachments, and responses are shown as plain text for clarity.
- Tooltip info is displayed directly under criteria titles.
- Visibility info is now included.
- Review Results always start on a new page.
- Charts (Radar & 9-box) move as a whole to the next page if they don’t fit.
The result: a streamlined, print-friendly PDF that reads like a professional document while preserving all critical details.
new
Goals
Professional Plan
📢 Automated Goal Progress with Power BI Scorecards Connection
Why it matters
- No more manual updates – KPIs refresh in real time.
- Smarter performance reviews – managers see accurate progress without chasing numbers.
- Seamless setup – admins enable it once, users connect their own goals.
How it works
- Admins enable Power BI in the Goals Module settings (Professional Plan only).
- Users open a goal → Connect to Data Source → choose Power BI.
- Authorize, select workspace/scorecard/goal, and you’re live.
👉
Already using Excel? That option remains available too.
Use cases:
- Automated goal tracking with Power BI dashboards
- Review discussions powered by real-time metrics
👉 Learn more in our step-by-step guide.
new
For admins
Professional Plan
📢 Fine-Tuning Teamflect AI with Company Information
Fine‑Tune AI is officially live on the Teamflect AI settings page under General Settings in the Admin Center.
Only accessible to Professional plan customers.
Form enhancements to customize AI outputs:
- Industry:Education, Healthcare, Manufacturing, IT Services, etc.
- Company size ranges:from 1–10 up to 50,000+.
- Corporate voice & values:add your cultural principles, mission/vision, recognition behaviors, tone preferences, and more.
- Add More Context:click this to insert extra Title and Description fields. Add multiple or delete as needed.
- Sticky Save/Discardbar: always visible while entering information at the bottom of the form.
For more information on how it works, visit our
Help Article
.Why It Matters
AI-generated outputs are now contextual and tailored:
User summaries, goal descriptions, feedback summaries, and task descriptions reflect your real-world context: your industry, company size, and culture. Pro Tip:
Whenever your organization changes, like company growth, industry shift, or new cultural priorities, update your company details. This keeps AI recommendations sharp and relevant.improved
Goals
For admins
🚀 Enhanced Goal Bulk Upload Template & Validation
We’re excited to announce improvements to the Goal Bulk Upload Template, designed to make importing goals into Teamflect more accurate and user-friendly.
The updated Excel Template now consists of five structured sheets:
✅ Instructions (static guide)
✅ Field Definitions (static reference)
✅ Goal Types (auto-populated from your organization settings)
✅ Visibility (static reference)
✅ Measurement Types (static reference)
The
Goals to Upload
sheet will still contain the pre-set example rows. 
Validation rules have also been improved with comprehensive error checks ensure correct formatting before upload:
🔹 Missing or invalid Reference IDs now trigger clear error messages
🔹 Goal Types, Visibility, Measurement Types, and Currency Codes must match predefined dropdown values.
🔹 Email addresses are now validated by both email format and User Principal Name (UPN)
🔹 Date fields must follow YYYY-MM-DD format and maintain correct Start-End order
🔹 For roll-up goals, Start, Current, and Target values are no longer mandatory
A new
“Edit and Re-upload File”
button lets users correct issues and return directly to the upload stage without starting over. 
These enhancements prevent data loss, streamline validation, and make bulk uploading goals more reliable and efficient.
Load More
→