July 2026: 3.61.0 - 3.63.0

Perform & Engage 365 (v.3.63.0) | July 22, 2026

This release focuses on:

• Conversations V2 enhancements and stability improvements.
• Enhanced campaign administration with recurring cadence support.
• Goals & OKRs usability and reporting fixes.
• Better notification reliability and navigation experience.
• User administration and Azure AD synchronization enhancements.
• Security, dependency, and infrastructure modernization initiatives.

Updates and enhancements

Attachments in Conversations V2

Added support for file attachments within Conversation V2 elements, enabling richer participant interactions.

Enhanced element library experience

Users can now add elements from the element library by clicking anywhere on an element item, making template creation faster and more intuitive.

Recurring campaign cadence

Added recurring cadence configuration options to the campaign administration screen, simplifying management of recurring campaigns.

Automatic organization cleanup

Added support for automatic organization deletion following license expiry, helping admins manage inactive environments more efficiently.

Platform enhancements

Consolidated Django configuration into explicit development, test, and production settings.

Added backward-compatibility contract tests for back-office APIs.

Enhanced visibility of back-office service-to-service API calls within Application Insights.

Modernized Team Goals dependencies and removed obsolete JavaScript vendor libraries.

Removed legacy customer-specific customizations that are no longer required.

Security and dependency updates

Updated soupsieve to a newer supported version.

Consolidated and upgraded multiple dependencies, including form-data, systeminformation, express, and related security packages.

Resolved issues

Resolved an issue where conversation preview mode didn't correctly reflect element access permissions.

Resolved an error that could occur when previewing conversation templates.

Resolved an issue preventing conversation admins from selecting primary and secondary reviewers when creating or editing plans.

Resolved a discrepancy where newly created rating elements started at a different scale than rating elements included in prebuilt templates.

Corrected competency visibility behavior within 360 review elements.

Resolved an issue preventing admins from searching or filtering 360 elements by organization.

Resolved an issue where scheduled performance review stage changed notifications could be delivered later than the intended local delivery time.

Resolved an issue where offboarding surveys couldn't be completed and PDF generation failed.

Resolved an issue preventing users from adding key results to goals and OKRs.

Resolved an issue where comments weren't visible in OKR charts.

Resolved a progress calculation issue where goal progress could display as 1% instead of 100% when the current value exceeded the target value.

Corrected discrepancies in check-in overdue date calculations.

Resolved an issue where a default slider value was incorrectly treated as a valid response for check-in rating questions.

Corrected a translation issue affecting actions in the My Updates list.

Resolved database constraints that could prevent proper deletion of people, departments, or organizations associated with weekly check-in topics.

Resolved an issue where assigned job roles didn't display the associated role label correctly.

Resolved an issue where newly created categories weren't immediately available within category filter drop-downs.

Resolved errors that could occur when mass editing people records.

Resolved an issue where Azure AD synchronization created new users as active even when the Enable new users setting was disabled.

Resolved a navigation issue preventing users from returning to My Team from the Mentions tab.

Corrected notification links in ZAFC so they open the appropriate Teams experience instead of the web application.

Resolved Azure DevOps ticket hygiene scripts for improved Windows compatibility.

Addressed foreign key dependency issues that could block cascade deletion operations.

Perform & Engage 365 (v.3.62.0) | July 16, 2026

This release focuses on:

• Enhancing the Career Framework.
• Enhancing goal management and check-ins.
• Strengthening review and talent processes.
• Expanding reporting and administration capabilities.
• Delivering a range of stability, usability, and platform improvements.
• Fixes that enhance reliability and user experience across the platform.

Updates and enhancements

Career framework

Added support for importing organizational structures with up to 10 levels, enabling more complex hierarchy management.

Introduced a new development plans employee base view.

Added a development plans employee detailed view to provide deeper employee insights.

Restored the white background styling on the Career framework main page and job family details pages for enhanced visual consistency.

Added support for resizable columns in the employee data grid, making it easier to manage and review employee information.

Enhanced bulk upload processing by gracefully handling different Excel date formats and values.

Reporting and analytics

Enhanced the training report by including information about the training source.

Administration and configuration

Added the License Seat Allocation section to the Configuration page, providing greater visibility into license distribution.

Updated staff permission synchronization to align w10admin permissions with Microsoft Entra ID group membership.

AI and productivity

Added a new Rewrite with AI action to help users quickly enhance and refine written content.

Notifications and communications

Consolidated Microsoft Teams deployment notifications into a single update-in-place card, reducing notification clutter.

Platform, security, and infrastructure

Upgraded the bundled jQuery library from version 1.12.2 to 3.7.1 to enhance platform security, compatibility, and maintainability.

Added support for a configurable CORS whitelist.

Removed the Oracle HCM integration following security and code scanning requirements.

Resolved issues

Resolved an issue where users couldn't be unassigned when an imported Career Framework level was missing.

Resolved an issue where newly created blank elements in the Career framework weren't automatically removed when users switched to editing another element.

Resolved an issue where archived goals were incorrectly displayed in check-ins.

Resolved an issue where skipped check-ins didn't correctly move users to the next available check-in.

Resolved an issue where newly created tags didn't immediately appear in the Categories list during goal creation or editing.

Resolved an issue where the default goal category wasn't automatically selected when creating a new goal.

Corrected discrepancies between the live status counts shown for organizational OKRs and the corresponding drill-down view.

Enhanced Goal Bank usability in conversation templates by resolving interaction and scrolling issues.

Resolved an issue that prevented self-review note-taking from working correctly in single-stage review workflows.

Resolved an issue where additional response comments weren't displayed in viewer elements.

Added a new visibility option to hotfix templates, enabling content to be hidden from employees when required.

Resolved an issue that prevented talent mapping templates from being archived.

Resolved an issue that could result in duplicate email and date rows being returned from the Human Success Score dataset.

Resolved an issue where Department admins couldn't access sections restricted to reviewers and admins, or admins only, despite appropriate configuration settings.

Resolved an issue that caused check-in notifications to be sent on Saturday mornings unexpectedly.

Resolved an issue where navigation link text wasn't visible when using the default light_blue.css theme.

Perform & Engage 365 (v.3.61.1) | July 10, 2026

Updates and enhancements

Username-only sign-in for non-email users

Added support for a dedicated username-only login experience, enabling employees without email addresses to sign in more easily and access the platform.

Perform & Engage 365 (v.3.61.0) | July 7, 2026

This release focuses on:

• Enhancing conversations and check-ins.
• Enhancing Career Framework and employee management workflows.
• Delivering a range of administrative, reporting, and usability enhancements.
• Notification enhancements.
• Several UI refinements to enhance the overall user experience.
• Resolving issues across performance and reviews.
• Reliability fixes.

Updates and enhancements

Conversations and check-ins

We've added an Activity Feed notification channel for conversations.

Enhanced employee search capabilities within Career Framework.

Check-ins are now disabled by default when a new organization is provisioned, with an administrator-controlled enablement flow.

Enhanced data analysis validation for check-ins.

Refactored built-in template creation processes to improve maintainability.

Employee experience

Added explanatory help text for the Pass Ups count icon on the Employee dashboard.

User management and administration

Bulk upload example files for person properties now generate column headers based on existing person properties, making imports easier to configure.

Country and account type fields have been removed from the Django admin interface.

New users created through user service synchronization are now disabled by default until activated.

Email server configuration now defaults to the Default connection type instead of Legacy.

Resolved issues

Resolved a licensing-related issue affecting check-ins.

Resolved an issue where reviewing check-in responses for the first time only displayed one response per question.

Corrected an issue that could delay conversation notifications by one day.

Resolved an issue where users could add the conversation admin role through the UI when it shouldn't have been available.

Resolved an issue where job role filters could display duplicate values.

Resolved an issue where data grid cell values weren't being properly truncated.

Enhanced the access-denied experience for performance reviews.

Users are now redirected to the dashboard with a helpful message instead of seeing an access-denied error page, where appropriate.

Restored the missing data table on the SMART goal chart page.

Resolved an issue where performance review PDFs always displayed "Final" in the title instead of the current review stage or status.

Resolved an issue affecting the My Team dashboard.

Resolved an issue where Employee ID values weren't being populated in reports.

Resolved an issue where the add/edit element panel could shrink on smaller screen sizes.

Various navigation and access experience enhancements have been implemented to provide clearer guidance.