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!

We’ve redesigned the Review PDF to make it cleaner, easier to read, and optimized for printing.

The result: a streamlined, print-friendly PDF that reads like a professional document while preserving all critical details.

👉

👉 Learn more in our step-by-step guide.

Fine‑Tune AI is officially live on the Teamflect AI settings page under General Settings in the Admin Center.

For more information on how it works, visit our

Help Article

.

User summaries, goal descriptions, feedback summaries, and task descriptions reflect your real-world context: your industry, company size, and culture.

Whenever your organization changes, like company growth, industry shift, or new cultural priorities, update your company details. This keeps AI recommendations sharp and relevant.

We’re excited to announce improvements to the Goal Bulk Upload Template, designed to make importing goals into Teamflect more accurate and user-friendly.

✅ Instructions (static guide)

✅ Field Definitions (static reference)

✅ Goal Types (auto-populated from your organization settings)

✅ Visibility (static reference)

✅ Measurement Types (static reference)

The 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 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.

We’ve introduced a new way to finalize reviews that require signatures: “Release & Send for Signature.”

✅ Reviews configured to require signatures can now be sent directly into the signature workflow.

✅ Once released, the review becomes non-editable, ensuring accuracy and data integrity.

✅ Signature order can be customized—reviewee first, reviewer first, or either order—based on your template settings.

After all required signatures are completed, the review automatically moves to Finalized status, securely closing the process.

🔹 Compliance & Accountability: Signatures provide a verifiable record of approval.

🔹 Efficiency: Automated transitions remove manual steps and prevent accidental edits.

🔹 Flexibility: Signature requirements and order are fully configurable to match your workflow needs.

For reviews that don’t require signatures, the existing “Release & Finalize” option remains unchanged.

This update ensures every review can be finalized in a way that matches your organization’s compliance and record-keeping needs, whether you need signatures or not.

For more information on this review flow, you can check our help article HERE.

We’ve enhanced how you connect your goals to online Excel sheets in Teamflect! 🚀

This update makes it much easier to connect your goals directly to the data that matters, without scrolling through long lists or worrying about missing shared files. You can now seamlessly link performance goals to real-time Excel data for more accurate tracking and alignment.

You can now use a search bar to quickly find the right Excel file by name, saving you time and effort. 🔍

: Any Excel sheets shared with you online will automatically appear as options when linking a goal. 📂

You can check our help article here to see how to connect your goals to an Excel file!

We’ve given Teamflect’s sidebar a brand-new look! ✨

Our redesigned sidebar makes it easier than ever to navigate between modules, find what you need, and focus on what matters most.

This update is part of our ongoing effort to make Teamflect more intuitive and enjoyable to use every day.

You can now make Additional Comments mandatory for specific answers in rating and multiple-choice questions.

Ensure reviewers add context where it’s most needed (e.g., low scores or “No” responses), leading to richer, more actionable feedback.

Stronger insights, less vague feedback.

We’ve made several improvements to Task Groups in the Admin Center! 🎉

When onboarding a new employee, you can assign one task to the new hire, another to their manager, and a third to IT — all from the same task group.

Visit the Admin Center and the Tasks module.

Open up the Task Groups.

Select or create a new tasks group.

Assign the task to the appropriate person by clicking on the pen icon next to the task. Continue this step for all of the tasks.

Admins and HR can now manage structured processes — like onboarding, compliance, or project kick-offs — with more flexibility. This ensures each stakeholder has clear responsibilities while keeping everything organized under one task group.

For employee onboarding, HR can assign:

All of this can be tracked under one task group, ensuring nothing falls through the cracks.