3/9 Release
🚀 Enhancements
Plan Builder
Add new plan builder with full backend and frontend support
Apply pre-release tweaks to plan builder UI and behavior
Employee Management
Separate active and inactive employees into distinct tabs on the People page
Hide removed employees from the payout tab on plans
Onboarding
Add HCP integration to the onboarding flow
Add industry field to company setup
Data & Exports
Export dataset CSVs with active filters applied instead of full dataset
Improve twice-per-month period labels to show start dates instead of SM1/SM2
🐛 Bug Fixes
Fix metric configuration issues in plan builder
Fix various plan builder followup issues
Make piece rate explanation copy punctuation consistent with other KPIs
Fix phone number uniqueness validation error
Fix duplicated bi-weekly plans ignoring updated company week start day
Fix onboarding footer getting cut off on screen
Fix flaky test in backend test suite
3/12 Release
🚀 Enhancements
Employee Performance
Add metric drill-down view on employee performance tab showing calculation details and dataset
Payroll
Add payroll CSV export with Gusto provider support
Add external payroll ID field to employee admin forms
🐛 Bug Fixes
Fix dashboard charts showing "No Data" when metric values are zero
Only show metric drill-down button when a dataset is connected to the metric
3/19 Release
🚀 Enhancements
Plan Builder
- Add custom KPIs support to plan builder
- Add qualifiers step to plan builder
PayoutSimulation
- Add option to calculate all enrollments at once in payout simulation
- Auto-rotate leaderboard metrics on display
- Default to "Review by Individual" view when plan has multiple KPIs
🐛 Bug Fixes
- Fix dashboard trend chart showing no data when data exists
3/31 Release
🚀 Enhancements
Plan Builder
Add CSR flow to plan builder
Make plan builder step indicators clickable for easier navigation
Improve plan builder UX with validation feedback and inline guidance (phase 1 & 2)
Allow publishing a plan directly from the payout simulation step
Display negative sign inside input field for callback deductions
Review Distribution
Add column sorting to the review distribution screen (sort by name or metric value)
Backend & Internal
Send Slack notification to #product-usage when employees are added
Add V2 mobile API endpoints
Include impersonation flag in Slack notifications for plan published and distribution review events
Add ability to mark onboarding as completed from backoffice
🐛 Bug Fixes
Fix review distribution treating 0 values as missing/null
Fix tier KPI descriptions showing tier indices instead of actual values
Fix piece rate KPI description display
Fix template cards layout at narrow screen widths