Changelog

Follow up on the latest improvements and updates.

RSS

new

improved

For admins

Technical Enhancement

Starter and Essential Plans

📢 New in User Attributes: Mobile Phone Feature

We’ve enhanced the Admin Center by adding a new "
Mobile Phone
" field to the "
User Attributes
" page. This addition allows administrators to easily view and manage users' mobile phone numbers directly within the platform.
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The "
Mobile Phone
" attribute is now
fully synced with Microsoft
, ensuring that any updates made in Microsoft 365 are automatically reflected in the Admin Center. This integration helps streamline communication and keeps user information consistent across systems, reducing manual updates and potential errors.
We’re committed to improving your administrative experience and providing tools that make managing your team more efficient. This update is part of our ongoing efforts to enhance data accuracy and ease of use within the platform.
We’re excited to introduce Teamflect’s new “See Team Insights” feature, designed to help managers and admins better understand team performance. Located in the Reviews module, it allows direct comparison of reviewer ratings, AI-generated performance summaries, and detailed metrics like 9-box evaluations and custom criteria.
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Use it to identify high performers, uncover skill gaps, plan succession, and drive accountability through clear, data-backed insights. With this tool, you can make smarter, more strategic decisions to elevate your team’s success.
Start exploring Team Insights today to maximize your team's potential with actionable, real-time performance data.
📘Read the full guide
here
.
We've upgraded the Goals Module Dashboard with a new "Show Filters" feature, providing more control and flexibility in tracking and managing goals.
🔍 What's New?
"Show Filters" Panel to easily refine your goal view by filtering based on:
  • Goal Owner:
    Focus on goals assigned to specific individuals.
  • Goal Labels:
    Group and view goals under shared tags or themes.
  • Goal Type:
    Filter by individual, team, or organizational goals.
  • Progress Range:
    Select minimum and maximum progress percentages to focus on goals within a specific progress range.
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These filters can be combined to tailor your dashboard view to your specific needs.
We’ve introduced a dedicated AI Settings page under Admin Center > Settings to help admins manage Teamflect’s AI-powered features more easily and transparently.
🧠 What’s new?
  • A centralized page to manage all AI-related features.
  • A Master toggle to enable/disable all AI features at once.
  • Individual toggles to control specific AI capabilities across Teamflect modules.
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This update provides better visibility and control over AI features for organizations that want to customize or limit AI usage in their workflows.

new

Goals

For admins

For end-users

Integration

📊 Automatically Update Goal Progress via Excel Integration

You can now connect Excel files directly to your Teamflect goals! This powerful update lets you automatically update your goal progress by linking a specific cell in an Excel file stored in your OneDrive or SharePoint.
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Here’s what you can do:
⚙️ Set up a
dynamic goal progress update
from a cell in Excel
🔁
Automatically sync updates
from Excel without manual edits
This feature is perfect for teams tracking metrics like KPIs, budget, or completion rates in spreadsheets. Once set up, progress is pulled straight from your Excel file—no more copy-pasting!
Prerequisites – Before You Begin:
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  • Enable Excel Integration from the Admin Center
  • Navigate to the Admin Center in Teamflect.
  • Open the Goals module.
  • Locate and enable the toggle labeled "Excel Integration"
ℹ️ Note: This step must be completed by a Teamflect Administrator.

new

For admins

Professional Plan

Reports

Integration

📢Teamflect Power BI Connector

Teamflect has launched its Power BI Connector, enabling organizations to seamlessly export key data, such as Goals, Reviews, Feedback, Recognitions, and Tasks, into Power BI for advanced reporting and analysis. This integration allows for deeper insights into employee performance and engagement metrics. Installation requires Power BI Desktop, a Teamflect API Key, and the Teamflect.mez connector file. Once set up, users can access structured tables with built-in relationships, facilitating efficient data modeling.
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⚠️This feature is included in the
Professional Plan
and can be trialed for 30 days, free of charge. Click
here
to learn how to start a trial.
👉
Check out the full setup guide
here
.

new

For admins

Professional Plan

Integration

📢 Sync HRIS Data with Teamflect

Teamflect now integrates with leading HRIS platforms, enabling seamless synchronization of user attributes directly into Teamflect. This integration streamlines onboarding and ensures real-time employee data updates.
⚠️
This feature is included in the Professional Plan and can be trialed for 30 days, free of charge. Click
here
to learn how to start a trial.
Recording 2025-03-28 at 15
To set up the integration, ensure consistent email addresses across platforms, select your HRIS provider, authenticate, and configure user attributes to sync from the connected HRIS system.
Teamflect now integrates with
Microsoft Power Automate!
This update allows you to streamline workflows by connecting Teamflect with other tools using Power Automate. You can automate actions such as sending notifications, updating records, or syncing data, saving time and reducing manual work across your systems.
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Check out the guide to get started:
Read more
You can now tailor the terminology used in Teamflect’s Goals module to better reflect your organization’s language and processes. While the terms like Objectives, Key Results, KPIs, and more come pre-set, admins can easily rename them from the available options within the Admin Center > Goals Module > Goal Terminology section.
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This flexibility makes Teamflect more intuitive for your users and ensures alignment with your internal goal-setting practices.
Click here to learn more.
We’ve rolled out a fresh UI/UX update to the Teamflect Admin Center Home Page, designed to make your admin experience smoother, faster, and more intuitive than ever!
✨ What’s New?
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License Management, Simplified
You can now easily view and manage your Teamflect licenses in one centralized place. No more guesswork — your license information is clear, organized, and always up to date.
Meet Your CSM and Account Manager Faster
Need to connect with your Customer Success Manager or Account Manager? Now you can directly view their calendars and book meetings with just a few clicks — saving you time and making support more accessible.
Cleaner, Smarter Report Access
Our updated module reports now come with a more organized layout, helping you quickly understand how your teams are using Teamflect and where improvements can be made.
Streamlined Adoption Materials
Finding and sharing onboarding and engagement resources is now easier than ever. Everything is neatly categorized and visually improved for a more user-friendly experience.
Stay in the Loop with Roadmap Updates
We’ve made our product roadmap section clearer and more interactive, so you can see what’s coming and plan accordingly.
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