Changelog

Invite users, onboarding previews & company identity

• Invite users panel: company admins can invite existing employees or external people as company admins, with an admin list, audit history, and protection for the last admin.
• Onboarding workflows now have a full Test mode that walks every step — documents, forms, e-sign, checklists, and file requests — without saving or sending anything.
• AI-built onboarding documents can be previewed before saving, and saved documents open as a real PDF preview.
• Company admins can customize the logo shown next to the company name; the dashboard welcome banner now shows each employee's own profile photo.
• Platform admins can edit a company's name and web address from the admin view, with changes recorded in the audit history.

Performance reviews, scheduled reviews & Harry

• Performance review cycles: one-time, yearly, quarterly, work-anniversary, and new-hire schedules with per-step due dates, reminders, and escalation.
• Employees add their own goals and check in with progress percentages; company admins and managers can push mandatory goals per cycle.
• Review workflow is chosen per form — Employee, Manager, and Company admin steps in any order — and completed reviews file a PDF into the employee's Documents.
• Admins and managers see each employee's next scheduled review date.
• Harry, the in-app AI assistant, is available as the HarmonyAI Featured add-on with page-aware guidance and admin-approved knowledge.

HarmonyCOMM CRM

• HarmonyCOMM case management: teams, queues, accounts, contacts, SLAs, satisfaction ratings, and CRM reports.
• Email channel with team intake addresses, inbound polling, and replies from the case, plus a client portal with per-account customization.
• Knowledge base with per-account visibility, SECRETshare one-time links, and team intake forms.
• Standalone HarmonyCOMM signup and live seat-based pricing on invoices.

Schedule profiles & disciplinary actions

• Schedule profiles with qualification rules, compliance banners, shift badges, and Day / Week / Month schedule views.
• Qualified filling: assignment warnings and blocks, open shifts, and claims based on skills and certifications.
• Disciplinary actions module with AI-assisted drafting, progressive levels, in-person and remote signing, and filing to the employee record.
• Approvals hub under My Team, migration export report, and inline timecard recalculation.

Document tracking & Signature Packs

• Signature Packs: one box bundling each signer's signature and date with a custom or AI-generated prompt, alongside standard signature lines.
• Document tracking improvements: sequential signing, bulk sends, recurring re-signing, due-date reminders, and certificate expiry.
• Company Documents hub aggregating every module's files with manager-scoped access.
• Checklist builder with custom, form, learning, and document steps for onboarding and beyond.

All Modules bundle & refreshed module catalog

• New All Modules bundle at $4.75 PEPM covering every add-on module, including modules released later.
• Module catalog refreshed with current capabilities across scheduling, compliance, points, learning, expenses and compensation.
• Platform and Pricing pages updated with all ten add-on modules and every bundle rate.

Named subprocessors & DPA in the service agreement

• Subprocessors page now names each provider and its processing location, with data residency in Canada (AWS ca-central-1).
• Data Processing Addendum is incorporated by reference into every service agreement as clause 13.
• Legal entity and hosting region stated on the Privacy, Security, and DPA pages.

Trust & transparency

• Public Terms of Service, Privacy Policy, Data Processing Addendum, Subprocessors, and Security pages.
• Product version now visible in-app and on the public changelog.

Enterprise interface pass

• Dark navy application chrome across the company header and platform sidebar.
• Compact data-grid density with tabular numerals for aligned time and currency columns.
• Unified five-state status palette across modules.

Inline timecard editing

• Spreadsheet-style punch grid in Team Timesheets and Finalize Time.
• Shorthand schedule entry (7a-3p) writes published shifts directly from the grid.
• Overnight-aware shift matching for attendance points and exceptions.

Attendance points & expenses

• Attendance Points module with rulebooks, automatic scans, and inline add/waive/delete on timecards.
• Expense Management module with a guided wizard and receipt uploads.
• Platform job health and data-integrity audit dashboards.