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Release Notes

Kimmie Meunier
Updated

Audience: All users

 

Overview

OrgChart pushes fixes and enhancements to our tool weekly. This article highlights some of OrgChart's most important new features and fixes released each quarter.

Current Version : 2.1.55 2026-06-15

Q2 2026

 

June 19-2026

  • Planning- Fixed an issue where the revert option was not available for additional fields added through Manage Plan Fields

June 13-2026

  • iSolved append and merge : Added support for append and merge connectors, allowing iSolved data to be pulled and integrated alongside your main data source
     
  • iSolved default views : Updated default views for new iSolved employee base charts, including Department and Headcount views out of the box
     
  • Point in Time : Fixed an issue where PIT charts were opening with a view that was not promoted in the source chart
     
  • Position Management : Fixed an issue where input focus was lost when editing a field value restricted by a security profile
     
  • Security : Fixed an issue where vacant position records were incorrectly exposing values that should be hidden under Conditional Row-Level Security rules
     
  • In-app navigation : Updated styling and behavior for in-app selection controls
     
  • Conditional Security : Fixed an issue where the rule definition panel continued to show deleted rule content instead of clearing
     
  • Backgrounds : Fixed an issue where custom background changes were lost when manually refreshing a custom chart
     
  • Additional reports : Fixed issues with subchart navigation arrows not displaying correctly when direct reports are enabled
     
  • Security profiles : Added validation to prevent duplicate or invalid security profile names when creating or renaming profiles
     
  • Directory : Photo fields are now available as column options in the Directory view
     
  • Rippling : Improved load header speed and clarified optional inputs for the Rippling connector configuration modal
     
  • UKG : Fixed an issue where UKG Ready connector field values were appearing in the wrong fields inside OrgChart, causing mismatched data for customers using UKG for hierarchy and management mappings
     
  • Weekly Tasks - Various bug fixes and improvements

May 15-2026

  • Export
    -- Fixed issue with double-dashed border displaying incorrectly in PPT export.
    -- Fixed issues with position records displaying as detached from reporting lines.
     
  • Position Management - Enabled single source organic data ingestion for flat files.
     
  • Excel Export - Fixed issue with Excel fields in export not matching the field controller.
     
  • CRLS
    -- Fixed Self + Subs rules not functioning in position-based charts.
    -- Fixed issues with hidden values being exposed in plan changelog.
     
  • Filters - Added handling to prevent sharing filters before they are saved.
     
  • Highlights - Blocked users from sharing a filter or highlight until it is saved.
     
  • Backgrounds - Fixed crash when applying an employee-based background in a position chart.
     
  • Source Info - Fixed issue with description of fields displayed not matching the selected box.
     
  • UI
    -- Added empty state handling for several tools in the right-side bar.
    -- Homogenized the save and cancel UX between different tools in the right-side bar.
     
  • File Manager - Allowed table pagination settings to persist.
     
  • Custom Charts - Added chip to indicate disconnected records in search results.
     
  • Weekly tasks - Various bug fixes and improvements.

May 08-2026

  • Formulas - Fixed issues with static formulas showing incorrect values in exports.
     
  • Support Tools - Restored tool to copy views and box styles from one account to another.
     
  • Planning - Fixed an issue with incorrectly-flagged conflicts.
     
  • Export - Fixed an issue with position boxes unexpectedly resizing after export.
     
  • CRLS - Updated formula handling for conditionally-restricted fields.
     
  • Navigation - Overhauled system router to simplify and expose navigations in the URL bar.
     
  • Auto-Export - Restored support for export to SharePoint option.
     
  • EY - Resolved issues with building charts in the EY integration.
     
  • Excel Export - Fixed crash that occurred when all employee fields are excluded from position chart export.
     
  • Manage Users - Updated flow to preserve toggle states when a new user is created.
     
  • Edit Mode - Fixed issue with finish editing button being blocked after refresh.
     
  • Weekly tasks - Various bug fixes and improvements.

May 01-2026

  • Position Management
    -- Fixed issue with position-based plan failing to export the full chart.
    -- Fixed issues with reporting lines not showing when one level of the reporting line is cleared.
     
  • BLS - Fixed issue with Branch Level Security profiles failing to return valid branches.
     
  • UKG Ready - Updated to include Pay Period field in data pull.
     
  • Planning - Fixed issue with toast notifications failing to highlight records after navigation.
     
  • Sage 300 ZA - Added support for Sage 300 ZA connector.
     
  • Signify - Added support for Signify connector.
     
  • Interactive Filters - Added mute/remove toggle for custom charts.
     
  • Edit Mode
    -- Added subchart naming tool for position-based custom charts.
    -- Updated custom charts with new filter UI.
    -- Added interactive filters to custom charts.
     
  • Filters & Highlights - Added descriptive tooltips for date range fields.
     
  • Box Style Library - UI updates.
     
  • Auto-Export - Added upgrade communications for auto-export feature.
     
  • Weekly tasks - Various bug fixes and improvements.

April 23-2026

  • Point in Time - Enhancement to build time which allows larger charts to complete their build.
     
  • Chart Settings - Fixed issues with field labels failing to display.
     
  • File Manager - Fixed issue with File Manager losing keyboard focus.
     
  • Static Formulas - Fixed issues with counting allocation values.
     
  • Export - Restored auto-export functionality to 2.0 refresh.
     
  • Weekly tasks - Various bug fixes and improvements.

April 17-2026

  • Fields & Formulas - Introduced case sensitivity to fields so that fields with different capitalization are treated as distinct.
     
  • Point in Time - Fixed issues with retrieving archives in orgs named with special characters.
     
  • Append Table - Allowed optional mapped fields to display in the record editor.
     
  • Paychex - Updated custom field ingestion.
     
  • Photos - Fixed issue with custom photos being corrupted.
     
  • PaySpace - Added PaySpace connector.
     
  • ADP - Added compatibility for recruitment connectors with synthetic position charts.
     
  • Planning - Updated handling to prevent overrides from being added without an ID.
     
  • Localization - Full pass to update string localizations.
     
  • CRLS
    -- Fixed issues with values being blocked for full-access users in planning.
    -- Updated security to block fields when a record outside of scope is moved into scope for a restricted user.
     
  • Chart Mode - Fixed crash that occurred when navigating to orphaned records.
     
  • Data Sources - Introduced config tools to merge duplicated records in charts with multiple data sources.
     
  • Excel Export - Resolved unhandled exception when handling orphaned records.
     
  • iSolved - Added in-app upgrade communication for iSolved edition.
     
  • Edit Mode - Fixed crash that occurred when opening record details on saved custom charts.
     
  • Filters & Highlights
    -- Updated handling for legacy filters in the UI.
    -- Fixed issue where position values picker fails to populate with values from position fields.
     
  • Subcharts - Restricted option for naming subcharts in position-based charts to position fields.
     
  • Box Layout Editor - Fixed issue where editing a box fails if a filter is applied.
     
  • Grouping - Fixed issue with first cell failing to display in grouped boxes.
     
  • Import Filters - Updated interface to allow fields to be searched.
     
  • Weekly tasks - Various bug fixes and improvements.

April 10-2026

  • Planning - Fixed issue with subchart arrow displaying when there are no records reporting to a branch.
     
  • Workday Photos - Added OAuth support for photo integration.
     
  • Photos - Fixed issue with corrupted missing photos.
     
  • Directory
    -- Fixed issue with filtered records being included in Excel export from a position chart.
    -- Fixed issues with unexpected options and fields in PM export.
     
  • View Library - Homogenized name input UI.
     
  • Color Picker - Selected colors will now apply immediately in selected cells.
     
  • iSolved
    -- Fixed a refresh error that occurred when refreshing with append table.
    -- Added partner SSO authentication to support partnerships.
     
  • Planning - Improved error messaging for users that access a plan when they don't have permission to see the base chart.
     
  • Box Flags - Fixed issue with white color in box flags.
     
  • Edit Mode
    -- Fixed issues with subordinate rollup.
    -- Fixed issue with subordinate rollup prompt not showing in correct contexts.
     
  • Conditional RLS - Fixed issue with advanced search returning results on blocked values.
     
  • Excel Export - Fixed issue with custom file name not showing in the exported document.
     
  • Interactive Filters - Added support for interactive filters in custom charts.
     
  • Box Layout Editor - Fixed issue with hover toolbar position that covers column width slider.
     
  • Admin Tools - Added template functionality to admin tools.
     
  • Weekly tasks - Various bug fixes and improvements.

April 03-2026

  • Export - Fixed issue with rules from linked views not applying in export.
     
  • Paycom - Fixed field normalization for fields pulling in as objects.
     
  • Planning - Reinforced behavior to restrict adding records underneath aux records.
     
  • Static Formulas - Fixed issue with static formula search failing to return results.
     
  • Rippling - Added Rippling API integration.
     
  • CRLS - Code cleanup to resolve blocking behavior.
     
  • Chart Settings - Fixed error with Load Headers prompt appearing out of sequence.
     
  • Box Library - Panel will now scroll to a box when it is added to the box library.
     
  • Weekly tasks - Various bug fixes and improvements.

Q1 2026

March 27-2026

  • Planning : Clarified locked plan states
     
  • Import filters : Hided Date bracket options for non-date fields
     
  • Interactive Filters/Highlights : Added tooltips
     
  • RLS : UI cleanup and tool tips
     
  • Rippling API main data connector
     
  • Import filters : Fixed an issue with import filters incorrectly removing duplicate records
     
  • PM -Planning Metrics (Employee) : Target field displays empty and on save creates empty metric rows
     
  • Box Layout Editor : Fixed issue with the add column option disabled when editing position boxes
     
  • Legacy Filters & Highlights : Updated the header names in chart settings
     
  • Position management : Fixed issue with revert option displaying in incorrect context
     
  • iSolved : Account test harness
     
  • Position Management : Updated performance with employee list
     
  • Custom charts : Fixed issue with formulas failing to calculate dynamically with position-based charts
     
  • Append Table :  
                              - Fixed issue with deleted employees showing as “Not Found” in append table
                              - Fixed issue with modification details missing
                              - Fixed issues with incorrect field values in append table download
     
  • Weekly Tasks - Various bug fixes and improvements

March 20-2026

  • Oracle : Adjusted size of default query and allows for size input
     
  • EY : EY environment security fixes
     
  • Planning : Fixed issue with chart displacing in preview when overlay display is enabled
     
  • Interactive filters : Fixed issue with page select modal failing to spawn in large charts
     
  • Optimization : Refactored front-end processes to enhance system performance when processing large charts
     
  • Box Layout Editor : Fixed issue with empty cells that are created when merged rows are deleted
     
  • Chart mode : Fixed chart layout issues when breadcrumbs are disabled
     
  • Box Layout Editor : Fixed issue with zoom mouse control shrinking the canvas overlay
     
  • Search : Added handling for special characters to search and filters to prevent crashes
     
  • Position management : Fixed issue with chips reflecting the incorrect status of holder records
     
  • Merge : Added handling to CSV merge to address specific cases involving whitespace
     
  • iSolved : Updated to support the OrgChart embedded in iSolved initiative
     
  • Weekly Tasks - Various bug fixes and improvements

March 13-2026

  • Planning : Activity log field change details not including prior value for employee overrides
     
  • Dayforce : Added support for job function field
     
  • Workday : Fixed crash with load headers or refresh in organic chart config
     
  • Edit mode : Fished issue that prevented web link users from creating custom charts
     
  • Planning : Restored the revert buttons in record editor to full size
     
  • Append Table : Disabled the download option when there are no changes available
     
  • Custom charts : Fixed issue with charts being unable to open after editing an append table
     
  • Position management : Fixed right-click menu crash when creating a new position
     
  • Chart settings : Fixed issue with stale email list in chart settings
     
  • Append Table : Refresh is no-longer required to edit fields added in append table
     
  • Weekly Tasks - Various bug fixes and improvements

March 06-2026

  • Task queue : Resolved email and photo load issues related to the task queue
     
  • UI : Updated UI designs compatible with partner interfaces
     
  • Workday RaaS : Fixed issue with the validation button not working when OAuth is toggled on
     
  • Planning :
                    - Fixed issue with tracking employee status
                    - Plan continue alert will not show after deleting the last used plan
                    - Removed legacy excel export options from the scope list
                    - Updated plan share to remove groups when they don’t match the user input
     
  • Export : Aligned data with the appropriate header in excel export from position-based charts
     
  • Edit mode : Fixed issue assigned employees being dropped from positions after refreshing a custom chart
     
  • Export : Updated page break behavior to match user expectations
     
  • Import filters : Fixed issue with retaining managers with include managers toggle
     
  • Weekly Tasks - Various bug fixes and improvements

February 27-2026

  • Refresh - Fixed an issue with bloated data after refreshing with a merge file
     
  • Edit mode - Fixed issue that blocked some web link users from creating custom charts
     
  • Custom charts - Homogenized name interfaces and added input validation for chart names
     
  • File manager - Fixed issue with input validation prompt blocking all rename attempts
     
  • Position Management - Updated handling for system headcount formulas
     
  • Profile - Adjusted workflow with profile header mapping to address field switcher issue and fixed issue with assignment status not updating in holder profile
     
  • Fields & Formulas - Fixed issue with formulas duplicating in position-based charts
     
  • Planning - Fixed issue with incorrect SupervisorID value shown in talent pool
     
  • Updates storybook components to fit the new theme structure
     
  • Weekly Tasks - Various bug fixes and improvements

February 20-2026

  • Workday RaaS - Fixed error with processing OAuth credentials in the append connector
     
  • Planning - Updated field management UI for position-based plans and fixed issue with explorer menus requiring multiple clicks
     
  • Help - Added compatibility with 3rd-party integration tracker widget
     
  • Backgrounds - This feature now prevents element menus from opening in the incorrect zones
     
  • System fields - Removed the objInfo system field from displaying in unintended editors
     
  • Approvals - Updated plan explorer and approval status modal and made adjustment to submit button placement
     
  • Point in Time - Fixed z-layering issue with date picker
     
  • Data sources - Updated to highlight position-chart compatible ATS connectors and added support for Paycor connector configuration
     
  • Authorization - Fixed issues with modifying the group mapping list
     
  • Pricing & Packaging - Added upgrade messaging for Approvals
     
  • Import filters - Fixed issues with filtering out positions
     
  • UI - Relocates the zoom control to improve visibility
     
  • Weekly Tasks - Various bug fixes and improvements

February 13-2026

  • Conditional RLS -Fixed issue with values showing in directory
     
  • Functional chart - Allows functional chart config to be compatible with UKG user-defined fields
     
  • Weekly Tasks - Various bug fixes and improvements

January 30-2026

  • Authorization - Code refinement to authorization process
     
  • Interactive Filter/Highlights, View Rules - Update to handling for rules involving date fields to enable before and after rules
     
  • Plan approval -Restores unlock plan option to submitted plans
     
  • Weekly Tasks - Various bug fixes and improvements

January 23-2026

  • Planning - Updates to plan approval flow
     
  • Custom charts - Fixes bug with move to staging that causes export crash
     
  • Position Management - Fixes issue with assigning users during a reopen action
     
  • Plan settings - Adds handling for submitted plans when approvals are disabled
     
  • Planning - Adds an alert banner to notify user when there is a submission that needs review
     
  • Greenhouse - Allows connector to pull in requisitions with statuses other than active
     
  • Fields & Formulas - Adds handling to prevent save when a formula definition is blank
     
  • Weekly Tasks - Various bug fixes and improvements

January 16-2026

  • Staging -Fixed issues with shrinking icons in staging panel
     
  • Coheads - Fixed issue with blank chart display in some cohead configs
     
  • Advanced search - Fixed issue with incorrect matches in position management mode
     
  • View Rules - Exiting view manager will no-longer navigate the user out of planning mode
     
  • Position management - Fixed issue with releasing employees after new positions are created
     
  • Static formulas - Fixed issue with field appearing duplicated in static formula definition
     
  • Excel 
                     -- Fixed all records export scope in planning
                     -- Updated date format to match account theme
     
  • Point in Time - Fixed issue with custom charts built from archives not saving with the given name
     
  • Search - Fixed issue with search results failing to return records that exist in the plan
     
  • Interactive Filters - Fixed rendering issues with some position chart configurations
     
  • MFA - Fixed crash when attempting to send MFA email
     
  • Custom charts
                    -- Fixed issue with right-side bar button opening the incorrect profile
                    -- Fixed crash that occurs when chart is sorted by headcount
     
  • Account details - Fixed crash when viewing page with non-full-access user
     
  • Edit mode 
                     -- Added branch style select options for the right-click menu in position-based custom charts
                     -- Prevented user from inputting text into fields that can’t be edited
                     -- Fixed bad state that occurs when undoing a move to stage
     
  • RLS - Fixed issue with RLS-restricted field labels showing in the directory
     
  • Filters & Highlights - Fixed issues with hidden filters displaying
     
  • Directory - Adjusted export menu to only display relevant export options
     
  • Planning 
                   -- Fixed issue with over/under icon not displaying
                   -- Fixed display issue with concurrent users list
                   -- Fixed issue with subchart panel displaying edit-mode controls
                   -- Added access point for plan settings menu
                   -- Added UI and foundation for plan approval workflow
     
  • Excel export - Fixed issue with include all and exclude all buttons
     
  • Planning - Added new visual for drag and drop move
     
  • File manager - Disabled trash can when user views locked folders
     
  • Directory - Directory will open sorted by name by default
     
  • Web publishing - Fixed issue with specified parameters being ignored when using weblink
     
  • Login - Prevents support users from being locked out by misconfigured access groups
     
  • Custom charts - Fixed crash when exporting chart with modifications in staging panel
     
  • View rules - Added handling to prevent self-referencing views in linked view configs
     
  • Weekly Tasks - Various bug fixes and improvements
               

January 09-2026

  • Pricing & Packaging - Added upgrade chip to plan settings menu 

     
  • ADP - Fixed compatibility issues with ADP append when used with other main data connectors

     
  • Planning - Added ability to have multiple plan owners

     
  • Weekly Tasks - Various bug fixes and improvements

Q4 2025

December 12-2025

  • Mapping - This feature now optimizes load headers
     
  • Backgrounds - Issue with the refresh date formatting is not corrected
     
  • Chart Settings - Chart type indicator added to chart switch dropdown 
     
  • Profile
                           -- This feature now updated add admin control for position profiles
                           -- This feature now updates UX for editing profile in employee charts
                           -- Visual enhancements
     
  • Append Table
                          -- Added subordinate roll-up prompt to append table for position charts
                          -- Fixed issue with reports to field being inaccurately blank
     
  • Point in Time - Enabled building archives and delta reports for position based charts
     
  • Refresh - Added Force queue option to immediately kick off automatic refresh 
     
  • Planning - Crash when expanding changelog 
     
  • Position Management - Updated system field calculations to improve usability with position charts
     
  • Chart Settings - Added force calculate formulas refresh option
     
  • Weekly Tasks - Various bug fixes and improvements

December 05-2025

  • Custom Charts - Fixed issues with stale dynamic formula values
     
  • Append Table
                           -- Fixed issues when using the interface with functional charts
                           -- Added subordinate roll-up prompt to append table for position charts
                           -- Fixed issues with reports to field being inaccurately blank
     
  • ADP Recruitment Management - This feature now exposes separate boxes button to the UI
     
  • Mapping - This feature now optimizes load headers
     
  • Backgrounds - Refresh date formatting is corrected
     
  • Chart Settings - Chart type indicator added to chart switch dropdown
     
  • Profile  
              -- Updated add admin controls for position profiles
              -- Updated UX for editing profile in employee charts
              --  Added visual enhancements
     
  • Point in Time - Enabled  building archives and delta reports for position- based charts
     
  • Refresh - Added force queue option to immediately kick off automatic refresh
     
  • Planning - Crash when expanding changelog
     
  • Chart Settings - Added force queue refresh button to UI
     
  • Weekly Tasks - Various bug fixes and improvements
     

November 21-2025

  • Planning - Corrected conflict manager display to show source and plan change information
     
  • Account Settings - Fixed issue with tool tip blocking the copy prompt
     
  • Dayforce - Improvement to connector diagnostic to clarify data issues
     
  • Weekly Tasks - Various bug fixes and improvements

November 14-2025

  • Planning - Added new conflict resolution to UX
     
  • Paylocity - Updated authentication with sliding window and retries to address refresh failures
     
  • Data Sources
              -- Added the ability to merge flat files with position charts 
              -- Added append behavior for position charts
     
  • Dayforce - Updated bool fields to eliminate blank values
     
  • View Rules - Fixed issue with compound rules 
     
  • File Manager - Feature now reduces lag on operations that scan the file system
     
  • Weekly Tasks - Various bug fixes and improvements

November 07-2025

  • Photos 
            -- Fixed issues with photos not reloading correctly after expiring
            -- Fixed issue when expired images won't cache upon request
     
  • Grouping - User will not be able to configure conditional grouping
     
  • View Rules - The feature is not able to restore objType field field in rule editor
     
  • Edit Mode - Fixed box layout crash when adding a subordinate record
     
  • Planning - Fixed issue with launching the conflict resolution modal
     
  • Excel - Fixed issue with changes in position plans not reflecting in excel report
     
  • Background - The feature now allows background elements to display position fields.
     
  • Data Sources - Fixed UI display issues  for retain vacant positions and added close button to the info banner
     
  • Point in Time -  Fixed issue with localized timestamps and PIT builder date
     
  • Excel - Fixed data ingestion to handle formula values from a flat file
     
  • Refresh - Fixed issue with scheduled refresh failing to trigger on the 1st of the month
     
  • RLS 
            --  Added comma separation to value lists in conditional RLS rules
            -- The feature now hides metric value in plan dashboard
     
  • Weekly Tasks - Various bug fixes and improvements

October 31-2025

  • Background - Fixed the issues with the background elements not displaying in position fields
     
  • Edit Mode - Fixed the box layout crash when adding a subordinate record
     
  • Excel Export - Fixed the issue with the excel export in PM planning where the fields were not displaying plan changes
     
  • Data Sources - Fixed the issues with the child toggle not moving to the current state
     
  • Planning - Updated hidden value and metrics rollup feature
     
  • Point in Time - Fixed the issue with localized timestamps and PIT builder date
     
  • Data Sources - Close option now available on the information bar
     
  • Grouping - Users can now use the conditional grouping for selecting values
     
  • Weekly Tasks - Various bug fixes and improvements

October 24-2025

  • Append table 
               -- Added compatibility  with position charts and updated UI
               -- Added compatibility with Synthetic charts
               -- Added Upload/Download table data capability
     
  • Advanced search - Fixed issue with appended records not returning as results relating to incomplete data
     
  • Additional reports - Fixed issue with direct aux reports failing to show beneath the correct record in exports
     
  • Formulas - Formulas now prevents user from saving static formulas with a bad configuration
     
  • Chart settings - Added admin UI for retain vacant positions
     
  • Organic Charts -  Fixed issues with crash when loading headers for CSV chart
     
  • Weekly Tasks - Various bug fixes and improvements

October 17-2025

  • Directory - Resolved issue with full list not showing relating to mapping
     
  • Export - Fixed bad gateway issues observed when exporting the chart
     
  • Edit Mode
              -- Fixed issue with navigation to employee in branch from RSB
              -- Fixed crash when opening record editor in saved custom charts
              -- Fixed drag and drop bugs with position charts in edit mode
              -- Fixed bug when moving a position that has been added
     
  • Filters/Highlights - Updated to store IF/IH configuration to the user instead of browser storage
     
  • User management - Fixed crash when saving changes to user data
     
  • Saved Filters - Fixed issue with toggle state for saved filters
     
  • Weekly Tasks - Various bug fixes and improvements

October 10-2025

  • Position Management
             -- Added ability to select age-out for vacant positions
             -- Added back-end handling for gap-fill functionality
             -- Added UI for Gap-fill functionality
     
  • Append Table - Added handling for gap-fill positions
     
  • Synthetic charts - Added append capability for Greenhouse connector
     
  • Organic Charts - Added integration with Paycom connector
     
  • UKG Ready - Made updates to fix cost center data not showing for subset of employees
     
  • PPT Export - Fixed issues with photos shrinking in export
     
  • iSolved - Fixed issues with incoming values being separated into fields that don't match the iSolved UI. 
     
  • Weekly Tasks - Various bug fixes and improvements

October 03-2025

  • Paylocity - Made updates to refresh logs to include elapsed time
     
  • Dayforce - Made updates to allow connector to pull the HireDate field
     
  • Record Details - Made fixes to field source display
     
  • Sort Keys - Fixed issues with sort keys not applying in export and custom charts
     
  • Edit Mode
             -- Added handling for sorting in position-based custom charts
             -- Added handling for data changes to positions in custom charts
             -- Fixed issues with drag and drop in custom position charts
     
  • Interactive Highlights - Updated to homogenize UX with interactive filters
     
  • View Rules - Fixed issues with applying view with a single position selected
     
  • Edit Mode - The feature now blocks workflows that would lead to changelog crash
     
  • Weekly Tasks - Various bug fixes and improvements

Q3 2025

September 26 -2025

  • Fixed issues with being unable to click buttons on login
     
  • Excel : Disabled unneeded config toggle for position charts 
     
  • Advanced Search : Fixed issues with incorrect results being returned in advanced search
     
  • Weekly Tasks - Various bug fixes and improvements

September 19 -2025

  • Paylocity
           -- Added logs to monitor intermittent refresh failures
           -- Fixed issues with loading headers for paylocity append
     
  • Backgrounds - Fixed issues with free text persisting in backgrounds
     
  • RLS - Fixed issues with RLS blocking formulas with custom inputs
     
  • Position Management - Fixed issues that caused failure with mass create
     
  • Weekly Tasks - Various bug fixes and improvements

September 13 -2025

  • Planning
          -- Added ability to export changelog for position charts
          -- Fixed issues with right-click context menu failing to show correctly on reopened positions
          -- Updated tooltips for mass changes to allow scrolling
          -- Updated change indicators that work with position charts
          -- Fixed plan share erroneously updating viewer permissions
          -- Added handling for mass changes in position plans
          -- Updated enforces required fields in the edit position modal
          -- Added handling for single and mass position reopen actions 
          -- Fixed conflict detection error with certain mapping configurations
          -- Fixed issues with profile not populating when launched from changelog
          -- Added updates to changelog entry when a position is reopened
          -- Revert button will only show when a position or holder has been changed
          -- Added recall for both positions and employees
          -- Fixed issues with formula calculations in position-based plans
          -- Added BLS functionality to plans
          -- Updated BLS in planning for position chart interfaces
          -- Updated conditional RLS behavior in planning
          -- Fixed issues with formula calculations in position-based plans
     
  • Point in Time - The feature now allows for PIT archiving of position charts
     
  • PDF Export - Now has compatibility with position charts
     
  • PPT Export - Now has compatibility with position charts
     
  • View Library 
          -- Updated view and box library to include new system views and box styles
          -- Updated default view for position charts to point to the position system view
          -- Updated first-chart workflow to allow for position based charts
     
  • Workday API - Fixed error that prevented headers from being loaded
     
  • UKG Pro - Fixed dictionary erorr blocking refresh with user-defined fields enabled
     
  • Edit Mode
         -- Added ability to create new positions  and holders in custom charts
         -- Added ability to generate and utilize chart rules for position-based custom charts
         -- Added ability to access the employee list and assign employees to positions in custom charts
     
  • Chart Mode - Added ability to view the employee list in the right-side bar in chart mode
     
  • Excel export - Reformatted excel exports for position charts and added support for system fields and chain of command
     
  • Excel - Added ability to us excel appended files with synthetic charts
     
  • RLS - Updated RLS to improve compatibility with position-based charts
     
  • Table View
         -- Updated the functionality to resolve bugs with dragging columns
         -- Updated the functionality to resolve issues with staffing target failing to update
         -- Updated the functionality to display employee fields and values
         -- Fixed overrides failing to display for employee fields
     
  • Custom Charts - Implemented new table view for directory in custom charts
     
  • Directory - Updated directory for compatibility with position charts
     
  • Weekly Tasks - Various bug fixes and improvements

September 5 -2025

  • Table View 
          -- Updated behavior to deselect rows when filter is changed
          -- Updated behavior of table view to handle closing multiple positions
     
  • Planning - Made updated to add metrics modal to include clearer messaging about metrics
     
  • Weekly Tasks - Various bug fixes and improvements

August 29 -2025

  • Dayforce - Made updates to include normal weekly hours in data pull
     
  • Edit Mode
         -- Made updates to allow edits on records with free  text to preserve through refresh
         -- Added drag and drop functionality for position-based charts
         -- Added the ability to quickly configure chart rules based on position boxes
         -- Added support for export from position based charts
     
  • Planning - Fixed issues with search results not matching chart data after changes are made
     
  • Excel export - Added support for export from position-based charts
     
  • Table View - Fixed hyperlinks to launch employee record editor in table view
     
  • Weekly Tasks - Various bug fixes and improvements

August 21 -2025

  • Directory
        -- Updated directory to allow admin control of column order
        -- Fixed issue with records not showing when the directory launch setting is used
     
  • Position Management 
        -- Fixed missing string error in field selector
        -- Added ability to edit position boxes in edit mode
        -- Added ability to make data changes to positions in edit mode
        -- Added ability to make pagination changes to position charts in edit mode
        -- Added ability to sort position charts in edit mode
        -- Fixed issue with allocation failing to update when staffing target is adjusted
     
  • Table View
        -- Updated action button states for mass actions
        -- Updated column headers dropdown to include assignments field
        -- Added the ability for the users to edit multiple selected positions
        -- Fixed issue with staffing target chip failing to update as changes are made
     
  • Mapping - Updated behavior for client  connectors  to prepopulate  position charts  with the expected mapping
     
  • Chart Settings - Updated field lists to omit system fields that were not intended to display to the user
     
  • Weekly Tasks - Various bug fixes and improvements

August 15 -2025

  • Position Management -  Added column based filtering to table view.
     
  • Authorization - Fixed issue with group assignment toggle state.
     
  • Branch Level Security - Added compatibility with position charts.
     
  • Conditional RLS - Updated RLS behavior in position charts.
     
  • Planning - Fixed issue with navigating to re-assigned records.
     
  • Pricing & Packaging - Fixed issues with exposing Point in Time in Premium version when upgrade messaging is disabled.
     
  • Weekly Tasks - Various bug fixes and improvements.

August 11 -2025

  • Position Management
        -- Fixed box overlap with position charts
        -- Fixed issue with container height not adjusting when switching views
        -- Fixed issue with changes not reflecting in planning - table view
        -- Fixed issue with clone position in table view
        -- Fixed issue with creating position in table view
        -- Fixed search issue in table view
        -- Updated ability of a planner to be able to open employee modal from table view
        -- Updated position budget & cost bank behavior
        -- Fixed issue with edit modal not displaying all assignees
        -- Fixed issue with profile field mapping in position charts
        -- Removed staffing target increment behavior
        -- Added the feature to show tracked changes to mass edits and employee reassignment
     
  • Weblinks - Fixed issue with SAML deep links failing to log users in.
     
  • Planning 
        -- Planning now allows plan edits to be submitted for records without name
        -- Updated metrics table to include default metrics for position charts.
     
  • Weekly Tasks - Various bug fixes and improvements.

August 1 -2025

  • Position Management
        -- Updated row level security
        -- Resolved issues with assignment of status detection.
        -- Added pricing & packaging messaging for PM upgrade.
        -- Updated employee modal UI in position charts.
        -- Updated selection behavior for rows in table views.
     
  • Excel Export - Fixed crash when exporting with chain of command in ATS config.
     
  • SSO - Added session retry to allow SSO users to restore their session easily.
     
  • Mapping - Disabled system-generated fields for budget fields that are mapped.
     
  • Fields & Formulas - Added chips for system-generated budget fields. 
     
  • Weekly Tasks - Various bug fixes and improvements.

July 25 -2025

  • Position Management 
        -- Resolved issues with the inconsistent field name for staffing target when generated.
        -- Resolved issues with the handling of records that are assigned to positions outside of the plan.
        -- Updated changelog history tab handling.
        -- Updated changelog Summary tab handling.
        -- Updated employee modal for PM charts in planning.
        -- Added controls for multiple selected rows in table mode.
     
  • Greenhouse -  Updated connector to restore refresh.
     
  • SSO - Fixed  failure to return user to their custom sign-out endpoint when their session expires.
     
  • Fields - Improved handling for system generated fields.
     
  • Pricing & Packaging 
      -- Upgraded path for planning
      -- Upgraded data source messaging
      -- Upgraded point in time messaging
     
  • Accessibility - Improved keyboard focus for the home page.
     
  • Weekly Tasks - Various bug fixes and improvements.

July 11 -2025

  • Planning - Error handling for when a plan is deleted while a user is in the plan and fixed issue with modifications to effective date.
     
  • Mapping -  Updated cost to band mapping.
     
  • Edit Mode - Updated drag and drop box silhouette to match the size of the dragged box.
     
  • Weekly Tasks - Various bug fixes and improvements.

July 04 -2025
 

  • Planning - Added hyperlink navigation to toast notifications in planning.
     
  • Pricing and Packaging - Chart embedding packaging support added.
     
  • Grouping -  Grouping pricing and packaging support.
     
  • Custom Chart -  Custom chart changes packaging support.
     
  • Edit Mode - Additional fix added to resolve crash in planning changelog search.
     
  • Weekly Tasks - Various bug fixes and improvements.

Q2 2025

June 27-2025

  • Planning - Added Hyperlink navigation to toast notifications in planning to quickly navigate to recently changed records and added fix to resolve crash in planning changelog search.
     
  • Pricing and Packaging - Added chart embedding packaging support.
     
  • Pricing and Packaging - Added grouping packaging support.
     
  • Pricing and Packaging - Custom chart changes packaging support.
     
  • Edit Mode - Updated branch move performance  with custom  chart staging panel.
     
  • Search - Fixed the issue to address server crash when searching with some ATS configuration.
     
  • Weekly Tasks - Various bug fixes and improvements.

June 20-2025

  • RLS price and packaging - Updates to upgrade path messaging for security.
     
  • Planning - Fixed issues with stale plan share modal and R/W users unable to delete plans they own.
     
  • Jobvite - Fixed crash occurring when opening record details or profile for appended records.
     
  • Dayforce - Removed limit on status codes to be able to add while refreshing.
     
  • Edit Mode - Improvements to performance while moving large branches.
     
  • Weekly Tasks - Various bug fixes and improvements.

June 13-2025

  • Reset Password : Fixed the text which was missing the number 8 in the required character size text when resetting the password.
     
  • Settings : Fixed the issue with the view library option causing crash for read only users.
     
  • Greenhouse : Fixed issue with refresh in functional charts.
     
  • Co-charts : Fixed issues with co-heads replacing top box in custom chart refresh.
     
  • ADP : Updated the ADP Next Gen connector to resolve an authentication issue blocking refresh.
     
  • Weekly tasks - Various bug fixes and improvements.

June 06-2025

  • Custom Chart - Fixed the issue with free text not persisting in layouts.
     
  • Chart Details - Updated UX/UI for different contexts of the charts so that users can view additional helpful details in one place about the plan or base chart that is open.
     
  • Weekly tasks - Various bug fixes and improvements.

May 30-2025

  • Chart -  Updated chart embedding packing support.
     
  • Formulas - Updated formulas packaging support.
     
  • Planning - Fixed crash when launching edit position modal.
     
  • Closed Position - Now users can reallocate assigned employees to the talent pool so that when the position is no longer active and employees can be reassigned elsewhere.
     
  • Ops push failure - Fixed the issue with the Ops failing to push new accounts to salesforce.
     
  • Weekly tasks - Various bug fixes and improvements.

May 23-2025

  • Chart Builder - Fixed  custom chart build from a cohead setup to use the correct top box.
     
  • Salesforce - Fixed salesforce API version error.
     
  •  Emails - Restored OCN Alert Emails.
     
  • Weekly tasks - Various bug fixes and improvements.

May 16-2025

  • File Manager - Fixed slow loading speed and unresponsive controls with large folders.
     
  • Append Table - Issue with the append tables resolved when no change was detected in record editor when the only change was to additional reports. Another issue also fixed which was coming up for promoting to save/discard changes on an unmodified record.
     
  • ADP -  Fixed ADP subscription order failure.
     
  • RLS and BLS - Packaging support added.
     
  • Weekly tasks - Various bug fixes and improvements.

May 9-2025

  • Chart Builder -  Improvement to performance  issues  with chart builder.
     
  • Planning - Fields added to plan after talent pool records are added do not populate
     
  • Monthly tasks - Various bug fixes and improvements.

April

  • Paylocity - Improved Paylocity and records
     
  • Planning - Improved UX/UI for Employee based charts.
     
  • Filters & Highlights - Fixed drag issue and updated UX.
     
  • ADP - Fixed ADP SSO redirect failure issue.
     
  • Success Factors - Fixed Success Factors hierarchy and duplication issues coming up during refreshes.
     
  • Monthly tasks - Various bug fixes and improvements.

Q1 2025

March

  • Interactive filters - New UI/UX to let the users enable/disable the interactive filters whenever they need to.
     
  • Co-Heads - Now available in the new version and the feature functions the same way it did in the old version.
     
  • OrgUnitInfos table not populating when LongName is not present - Resolved issue where fields pulled from te OrgUnitInfos table were not populating for records that did not have LongName values present.
     
  • Monthly tasks - Various bug fixes and improvements.

February

  • Append Table - Append table now has a refined and streamlined interface.
     
  • UI Profile - Now the user will immediately be redirected to their subchart or a subchart that shows them, if the user is in the chart data.
     
  • Monthly tasks - Various bug fixes and improvements.

January

  • File Manager - The +create folder button when a user does not have access permission to perform this action is now disabled.
     
  • Functional Charts - The user is now able to visualize the functional hierarchy of their organization as well as the employee hierarchy so that they can easily visualize the functional and employee to employee relationships in their organization.
     
  • Direct Sign-In - When the direct sign-in option is disabled in the environment, the user is unable to sign in directly now.
     
  • Monthly tasks - Various bug fixes and improvements

Q4 2024

  • Backgrounds and UX improvements - More easily restore header/footer, custom margins and custom size in backgrounds, there is also an improved table and legend editing UX, users can easily manipulate legends and columns on the backgrounds.
     
  • Streamlined actions menu - Users can now easily access common actions such as saving, chart info, rename charts/plans and reports in a streamlined manner.
     
  • Mapping Improvements - Better messaging is introduced to let users know about mapping the data as soon as the data source is added.
     
  • Append Table - Append table feature now lets the users add orphaned records.
     
  • Planning - The excel exports of the plans now have more details and is a better actionable document for the users.
     
  • Weekly tasks - Various bug fixes and improvements.

Q3 2024

  • Dynamic print preview - See a preview of your chart prior to exporting to PDF, PPT, SVG, JPEG, and PNG. Print preview updates in real-time as you change pagination, scope, and page size.
     
  • In-app guides - Click  through in-app guides to learn more about OrgChart's key features and functionality. Review in-app guides at any time in the Resource Center. 

Q2 2024

  • Background UX improvements - More easily create and modify backgrounds. Background elements can be managed in the right-side panel, and will be automatically pinned to one of the 6 highlighted sections. Users can also drag/drop to adjust top and bottom margins.
     
  • Enhanced export experience - Export to a variety of formats using the new Export modal. Name files and update pagination at the time of export.
     
  • Support for BambooHR OpenID Connect - Allows BambooHR clients using BambooHR SSO to pull HR data and photos into OrgChart.
     
  • Multi-Factor Authentication - App-based multi-factor authentication allows you to add an additional layer of protection to your account. Setup is quick and admins have flexibility over who needs it and who doesn’t. Enterprise only.
     
  • Key word search - Search on fields containing delineated lists using key words. This is great for searching for records with specific skills. 
     
  • Granular on-demand filtering - Create complex filters using AND / OR operations on base charts at any time. Filters are unique to each user.
     
  • Easily access and edit record information - Right-click on records in Edit mode to see all the fields associated with that record. Make updates, and see these updates tracked in the Changes panel.

Q1 2024

  • Paylocity integration - Pull HR data directly from Paylocity into OrgChart.
     
  • Workday REST API integration - Pull HR data directly from Workday into OrgChart using Workday's REST API. 
     
  • Jemini integration - Pull HR data directly from Jemini into Orgchart.
     
  • Isolved integration - Pull HR data directly from isolved into OrgChart.
     
  • Persistant on-demand changes - Make on-demand changes to custom charts (i.e. updating reporting lines, changing titles, and coloring boxes), and see those changes persist through refresh.
     
  • Track changes in Edit mode - Track on-demand changes made to data, pagination, and formatting on custom charts. See what changed, who changed it, and when.
     
  • Advanced Search - Search on any field (or formula) in your dataset. Search on multiple fields to narrow the scope.

 

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