The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Corporate Planning & Reporting Module

1.1 Bulk Action Updater – Support for Configurable Additional Attributes

The Bulk Action Updater has been enhanced to support configurable Additional Attributes (AAs) defined within the Action Add/Edit/View screen. This enables administrators to update these attributes in bulk, eliminating the need for individual record updates and improving overall efficiency.

What’s Changed:

1. The following AA data types are now supported, with attributes displayed under an “Additional Attributes” section in alphabetical order:

• Currency
• Date
• HTML Text
• Lookup
• Multi-Lookup
• Multi-line Text
• Numeric
• Single-line Text
• Traffic Light

2. A top controller is available above the grid for all enabled AAs (across all data types), allowing users to apply a single value to the current page or across all pages.

3. Mandatory AAs are clearly marked and validated before the update.

Entry Steps—All AA Data Types (Except Multi-Lookup)

Step 1: Log in as an Admin user and navigate to:

Admin > Bulk Operations > Bulk Action Update

Step 2: From the Attribute To Update dropdown, select the required AA.

The list displays all configured AAs with ‘Show Attribute’ enabled in the General Settings of the Admin section, presented in alphabetical order.

Step 3: Select the relevant Reporting Year and apply optional Hierarchy Level and Hierarchy Node filters if required.

Step 4: Click Load to display applicable actions in the grid.

A new column appears corresponding to the selected attribute.

Step 5: Enter, update, or select values for each row using the available input controls (e.g., text fields, drop-downs, or date pickers), with existing values pre-populated.

Step 6: Use the top controller input to apply content in bulk to:

• This page
• All pages

Note: The existing Flags option is now managed alongside Additional Attributes and continues to use a secondary dropdown for selection, along with the ‘Apply within the page’ top controller (check/uncheck).

Step 7: Click Update to save changes.

A confirmation message is displayed showing the number of successfully updated actions.

Entry Steps—Multi-Lookup AA Data Type

Step 8: Use the dropdown control in each row to select one or more values. Existing values are preloaded automatically.

Step 9: Use the top controller input to select one or more values and perform:

• - Bulk remove: Removes selected value(s) from all records on the current page and saves automatically.
• + Bulk add: Appends selected value(s) to all records on the current page and saves automatically.

Note:

• Null or “--Select--" values are not supported for updates or removal.
• Individual action updates support auto-saving.
• Updated counts are reflected immediately in the adjacent “Counts” column.

1.2 Target Status Traffic Light for Document Generator Reports

The Document Generator has been enhanced to support a new Target Status Traffic Light column, along with configurable Report Characters (symbols) for CPI/KPI Target Statuses. This feature is available in CPR and PRF Document Generator reports where the “Show CPI Table” option is enabled. It allows administrators to represent Target Status using a consistent visual indicator (colour + symbol), improving readability and enabling users to quickly interpret performance without relying on text-based values.

What’s Changed:

1. Added a new Report Character (symbol) option to the CPI/KPI Target Status configuration.

2. Introduced a new “Target Status Traffic Light” column under CPI Table configuration in the following Document Generator reports:

• PRF—CPI Configurable Report by Hierarchy
• PRF—CPI Configurable Report
• CPR—Items by Officer
• CPR—Business Plan Report
• CPR—Items by Officer—Group by Hierarchy
• CPR—Organization Review

Access and Navigation:

Step 1: Log in as an Admin user and navigate to:

PRF > Admin > General > Manage Statuses

Step 2: The CPI/KPI Target Status configuration table now includes a new Report Character column.

Step 3: Select a symbol from the Report Character dropdown for the required Target Status, then click Save.

Step 4: Navigate to any of the above Document Generator reports and go to:

Configuration > Report Content. Enable the Show CPI Table option (if it is not already enabled), then under Table Layout, click Add Column.

Step 5: From the Add Column dropdown, select Target Status Traffic Light and add it along with any other required columns.

Step 6 (Optional): Use the available formatting options to reorder columns, adjust column width, and update the column label, header, and content formatting. Then click Save Configuration.

Step 7: Generate the report and review the output. The Target Status Traffic Light column will display the configured Report Character with the corresponding colour for each Target Status.

Note: The column will display “N/A” when no progress update exists, when no periodic target is set, or when the target type is Textual or Select List.

1.3 Action Update Lockdown Banner with Period Visibility

The My Actions and All Actions pages have been enhanced to display a banner indicating the specific reporting period(s) where action updates are locked. This behaviour applies when the “Action and Operation Update Lockdown On” configuration key is disabled and one or more reporting periods are locked via ‘Reporting Year & Period’ settings.

The periodic action lockdown (except for Module Admin users) continues as per existing behaviour. When the configuration key is enabled, the existing system-wide action update lockdown and banner remain unchanged, irrespective of periodic lockdowns. This enhancement improves clarity by helping users easily identify locked periods and avoid attempting updates for restricted actions.

What’s Changed:

1. Added a lockdown banner with reporting period details in My Actions and All Actions pages across CPR, CPR-AH, Audit, and Compliance modules when system-wide lockdown is not enabled.

Access and Navigation

Step 1: Log in as an Admin user and navigate to:

Admin > General Settings > Action Update and ensure “Action and Operation Update Lockdown On” is not enabled

Step 2: Navigate to:

Admin > Set Reporting Year and Period, and enable Action Update Lockdown for one or more reporting periods.

Step 3: Navigate to the My Actions or All Actions pages and verify that the lockdown banner displays the relevant restricted period(s).

2. Performance Reporting Framework Module

2.1 Self-Described Gender Category in LGPRF FTE Information

The LGPRF Organisational FTE Information page has been enhanced to support a new “Self-described” gender category across all employment types. This enables more inclusive reporting by allowing organisations to capture and report workforce data beyond the existing Male and Female classifications, while maintaining consistency with current calculations and report outputs.

What’s Changed:

1. Added a new “Self-described” gender category in LGPRF Organisational FTE Information:

• Permanent Full-Time—Self-described
• Permanent Part-Time—Self-described
• Casual—Self-described

2. Updated Document Extracts (Excel & CSV) to include the new Self-described rows in the FTE Information section.

Access and Navigation

Step 1: Log in as an Admin user and navigate to:

PRF > Admin > LGPRF Settings > LGPRF  > FTE Information

FTE Information page—Self-described rows.

Step 2: Enter values for the new Self-described categories under relevant employment types.

Step 3: Navigate to LGPRF Upload and download the extract (Excel/CSV).

Step 4: Verify that the Self-described rows are included in the FTE Information tab/file

Excel extract—Self-described rows

CSV extract—Self-described rows

3. Project Management & Control Module

3.1 Task Import Cost Validation Enhancement

The Project Task Importer has been enhanced to validate that each parent task cost matches the sum of its child task costs during import. This ensures data consistency and prevents incorrect cost aggregation by stopping the import process when discrepancies are detected.

What’s Changed

1. Added validation to ensure parent task cost equals the sum of its child task costs during task import.

2. Introduced an error notification banner when mismatches are detected, preventing the import from proceeding.

Access and Navigation

Step 1: Navigate to Project Executions > View Project > Tasks tab, then click Download Import Template > Export Tasks to Excel to download the Task Import Template.

Step 2: In the template, modify a parent task cost so it does not match the sum of its child task costs, then save the file.

Step 3: Return to the Tasks section, click Import Tasks, select the updated template, and click Run Import.

Step 4: Verify that the import fails and a notification banner is displayed:

“One or more parent task Costs do not match the sum of their child tasks' Costs. Please reimport with matching values.”

Note:

• This validation applies when the Cost feature is enabled for project tasks.
• The import will proceed successfully only when all parent and child task costs are consistent.

4. HR Core

4.1 Introducing Configurable Preferred Name Display Across Home Page and Org Chart

This release introduces the ability to display Preferred Names across the system, giving organisations greater flexibility in how user names are presented.

Landing Page Administrators and HR Core Administrators can now control this behaviour through two independent configuration settings for the Home Page and Org Chart, allowing each area to be configured separately based on organisational needs.

When enabled, the system will display a user’s Preferred Name (where available), while automatically falling back to their First Name and Last Name if no Preferred Name is defined.

This enhancement improves personalisation and user experience without impacting existing data, as it is purely a display-level change.

1. Home Page – Steps to Enable Preferred Name Display in Home page

Navigation: Log in as a Landing Page Admin → Navigate to the Home Page → Click on the profile icon → Select “View Profile” → Click “Edit Home Page Menu” → Select “Edit Branding Banner” → Open Banner Settings.

Steps:

Step 1: Navigate to the Home Page and click on View Profile.

Step 2: Select Edit Home Page Menu.

Step 3: Click on the Edit Branding Banner button.

Step 4: In the Banner Settings popup, locate the new checkbox: “Display Preferred Name on Home Page” (disabled by default).

Step 5: Enable the checkbox to display the user’s Preferred Name on the Home Page.
Step 6: Click Save and Apply to apply changes.

Steps 7: Once the configuration is saved successfully, all users navigating to the Home Page will see their Preferred Name instead of their First Name and Last Name (where available).

2. Organisation and Position Charts – Steps to Enable Preferred Name Display in Organisation & Position Charts

Navigation: Log in as an HR Core Admin → Navigate to HR Core → Admin Menu → General Settings → Configuration Page

Steps:

Step 1: Navigate to the Configuration Page.
Step 2: Locate the Settings tile and the configuration key “Display Preferred Name in Org Chart”.

Step 3: Enable the configuration key.
Step 4: Click Save Configuration to apply the changes.

Step 5: Once the configuration is successfully enabled, navigate to the organisation chart view.

Step 6: In the Organisation Chart, the dropdown displays user names in the format First Name +(Preferred Name)+ Last Name. Select the required employee and click Load to view the chart.

Step 7: The employee card is displayed, showing the user’s name as Preferred Name + Last Name.

Step 8: Navigate to the Position Chart. By default, the logged-in user’s position org chart is displayed. Alternatively, select another position from the dropdown to load the corresponding position chart.

Step 9: Navigate to the position card and click on Incumbents.

Step 10: The Incumbents popup will display a list of users holding that position, with names shown as Preferred Name + Last Name.

4.2 Enhanced Navigation: Clickable Supervisor and Representative Fields

Users can now navigate directly to an employee’s profile by clicking on key name fields such as Supervisor and Representative across the system, including the Manage Employees report page. This functionality is available wherever these fields are displayed, including within employee profiles accessed by supervisors (for direct reports), administrators, and employees, improving navigation while maintaining existing access controls.

This enhancement improves navigation efficiency while ensuring all existing profile permissions and tab visibility rules are fully respected.

1. Employees Viewing Their Profile

Step 1: Log in as a Pulse user.

Step 2: Navigate to the top navigation bar.

Step 3: Click on the profile icon and select View Profile.

Step 4: The Employee Profile page will load, displaying sections such as Personal and Work Details.

Step 5: Navigate to the Work Details tab. Hover over the Supervisor or Representative name to view the clickable state.
Click on the name to open the respective employee’s profile popup.

Similarly, when a supervisor navigates to the profile of a direct report, or when an administrator accesses any employee’s profile and navigates to the Work Details tab, the Supervisor and Representative fields will be clickable.

2. Clickable Supervisor and Representative Names in Manage Employees Report

Step 1: Log in as an HR Core administrator and navigate to the Manage Employees report page.

Step 2: The page will load a table displaying all employee details.

Step 3: Navigate to the Supervisor or Representative column.

Step 4: Click on any name to open the respective employee’s profile in a popup.

Issues resolved

Corporate Planning & Reporting and Additional Hierarchies

• Fixed an issue where attachments were not saving against action progress updates.

Performance Reporting Framework

• Fixed an issue where select list indicators triggered robot errors when editing responsible or authorising officers.
• Fixed an issue where document generator filters were not working correctly.

Delegation & Policies Register

• Fixed an issue where modifying a delegation caused it to duplicate.
• Fixed an issue where users remained assigned to a removed additional delegation after their additional position was removed.

Project Management & Control

• Fixed an issue where pre-projects with multiple approval forms reset the approval of the first form.

Pulse Security

• Fixed an issue where My Pulse Summary did not display assigned or completed items.

eRecruitment

• Fixed an issue where uploading Offer/Contract Templates resulted in a “Payload Too Large” error and caused images to appear broken.
• Fixed an issue where candidates did not receive the “Notify applicant when the application is submitted” notification.
• Fixed an issue where the system became unresponsive when sending an Offer Package.

Learning

• Fixed an issue where attachments were not saving to accreditations when adding new, renewing, onboarding, or adding via training session accreditation.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Forms

1.1 Introduce Form Ownership Permission

Form Ownership Permission has been introduced in Forms 2.0 to give better control over who can view the submitted form records. Administrators can now assign users or user groups as Form Owners for specific forms without giving them full admin access.

All form ownership changes are tracked using the audit logging framework, ensuring a clear history of ownership updates for traceability purpose.

Step1: Login as module administrator

Step 2: Navigate to the Admin Menu and click Manage Form Owners tile.

Step 3: From the form dropdown, select the required form.

Step 4: In the Form Owner tab, click the + Add Form Owner button. The Add Form Owner pop-up is displayed.

Step 5: Select a User or User Group as the form owner and click Add.

The selected user or user group will be added as the form owner.

Step 6: Navigate to the Activity Log (Audit Logs) tab to view form owner management actions. This tab shows all form ownership changes, including when a form owner is added or removed, along with the user who performed the action and the timestamp of the activity.

Step 7: Log in as a Form Owner and navigate to the Manage Records page. The Form Owner can view submitted records only for the forms they own.

• The Submitted Forms view displays all records submitted by any user for the forms the Form Owner owns.
• The Individual Form view (for example, Colleague Final Probation Review Form) shows records submitted specifically for the selected form.
• Form Owners can:

     - View and download submitted forms

     - Add discussions and manage tasks for submitted records

     - Form Owners can enable and disable columns

     - Form Owners can filter information

     - Form Owners can export records to Excel

• Form Owners cannot edit or delete submitted forms.

Known Issue:

Progress Update Not Available for Form Owners

• Form Owners are currently unable to perform progress updates on forms where they are assigned as a Form Owner.
• The Progress Update button is not available for Form Owners.
• This is a known issue and has been identified as a defect.
• A fix is planned for a future release.

Issues resolved

Corporate Planning & Reporting Module

• Fixed an issue where rolling over with two tabs duplicated the hierarchy cumulatively.

Learning

• Fixed an issue where training history for deleted Learning users was hidden.

eRecruitment

• Fixed an issue where an “Index was out of range” error occurred when onboarding a new user from a job listing.

Project Management & Control

• Fixed an issue where adding controls to Risks via the ERM Risk Table field in a project form incorrectly triggered the “Risk Assigned to Officer” notification instead of the “Control Assigned to Officer” notification.
• Fixed an issue where some pre-project forms could not be exported.
• Fixed an issue where a deleted Scored Question Grid attribute still appeared in the Scored Question Summary scoring.

Forms

• Fixed an issue where an access error occurred when clicking the Parent link on a form task.

HR Core

• Fixed an issue where the import process did not create or update positions correctly.

The Customer Voting Portal available in Pulse is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Corporate Planning & Reporting Module

1.1 Bulk Action Updater – Extended Attribute Support

The Bulk Action Updater has been enhanced to support all action attributes available on the Action Add/Edit screen, allowing administrators to efficiently update multiple actions without editing them individually.

What’s Changed:

The following action attributes, grouped by attribute type, are now supported in bulk updates across CPR, CPR (AH), Audit, and Compliance modules:

Checkbox Attributes:

• Reportable
• Locations

Lookup Attributes:

• Reporting Frequency
• QBL Alignment (CPR Main only)
• Team (CPR Main only)
• Action Approval Officer Levels

Multi-Lookup Attributes:

• Recommendation(s) (Audit only)

Date Attributes:

• Start Date
• Due Date
• Adjusted Due Date
• Completed Date

Rich Text / HTML Attribute:

• Source Document

Radio Button Attribute:

• Classification (CPR Main only)

Access and Navigation:

Common Entry Steps (All Attribute Types)

Step 1: Log in as an Admin user and navigate to Admin > Bulk Operations > Bulk Action Update

Step 2: From the Attribute To Update dropdown, select the required system attribute.

The list displays all Action Add/Edit attributes in alphabetical order.

Step 3: Select the relevant Reporting Year and apply optional Hierarchy Level and Hierarchy Node filters if required.

Step 4: Click Load to display applicable actions in the grid.

A new column appears corresponding to the selected attribute.

Checkbox Attributes (Reportable, Locations)

Step 5: Use the checkbox provided in each row to check or uncheck the value.

Step 6: Use the available bulk options above the grid:

• Apply to this page
• Remove from this page
• Apply to all pages
• Remove from all pages

Changes are saved when Update is clicked.

Note: For Locations, users must select a value from the secondary dropdown that appears next to the attribute before proceeding to Steps 5 and 6.

Lookup & Multi-Lookup Attributes

(Reporting Frequency, QBL Alignment, Team, Action Approval Officer Levels, Recommendation(s))

Step 5: Use the dropdown control in each row to select the required value(s).
Existing values are preloaded automatically.

Step 6: Use the top controller to apply values in bulk:

• Apply to this page
• Apply to all pages

Notes:

For Action Approval Officer Levels, users must select a value from the secondary dropdown that appears next to the attribute before proceeding to Steps 5 and 6.

Recommendation(s) (Audit only) supports:

• Bulk Add – This Page
• Bulk Remove – This Page

Select one or more values before using Bulk Add/Remove.

Date Attributes

(Start Date, Due Date, Adjusted Due Date, Completed Date)

Step 5: Select a date using the date picker provided in each row.
Previously saved dates are preloaded.

Step 6: Use the top controller date picker to apply the selected date to:

• This page
• All pages

Invalid dates are blocked with inline validation messages.

Rich Text / HTML Attribute

(Source Document)

Step 5: Enter or edit content using the single-line input field.
Existing formatted content is displayed and preserved.

Step 6: Use the top controller input to apply content in bulk to:

• This page
• All pages

Note: Plain text is automatically converted to HTML. Formatting is retained on save.

Radio Button Attribute

(Classification – CPR Main only)

Step 5: Select one option from the radio button group displayed per row.
Previously selected values are preselected.

Step 6: Use the top controller to apply the selected classification to:

• This page
• All pages

Saving Updates (All Attribute Types)

Step 7: Click Update to save changes.

A confirmation message is displayed showing the number of actions successfully updated.

All updates are immediately reflected across the system, including reports, exports, and action views.

1.2 Task Assignment, Unassignment, and Deletion Notifications

The Corporate Reporting (CPR, CPR-AH, Audit & Compliance) modules now support automated task-related notifications, ensuring officers are promptly informed when tasks are assigned, unassigned, or deleted.

This enhancement improves visibility, accountability, and clarity of responsibility across task management workflows.

What’s Changed:

• Three new system-triggered notifications are now available:

Task Assigned Notification

• Notifies officers when they are newly assigned as Primary or Additional Officers to one or more tasks.

Task Unassigned Notification

• Notifies officers when they are removed as Primary or Additional Officers from one or more tasks.

Task Deleted Notification

• Notifies officers when tasks they were responsible for are deleted from the system.

Each notification is triggered automatically based on task lifecycle events and supports multiple-task aggregation into a single notification.

Access and Navigation

Step 1: Log in as an Admin user and navigate to either:

• Pulse Security > Notifications/Alerts > Manage Notifications, or
• CPR / CPR AH > Admin > System > Manage Notifications

Step 2: Click + Add a new notification.

Step 3: Select:

Module: Corporate Reporting

Notification Type:

• Task Assigned to Officer, or
• Task Unassigned from Officer, or
• Task Deleted

Step 4: Configure the title, notification content, hierarchy filters, and activation options, as required.

• Task Assigned to Officer

• Task Unassigned from Officer

• Task Deleted

Use the following placeholders to customize the notification content:

• {FullName} – Full name of the officer
• {FirstName} – First name of the officer
• {LastName} – Last name of the officer
• {JobTitle} – Job title of the officer
• {Email} – Email address of the officer
• {Link} – Link to the My Actions – Tasks tab
• {TasksAssigned} – Formatted table of assigned task details (available only for Task Assigned notifications)
• {TasksUnassigned} – Formatted table of unassigned task details (available only for Task Unassigned notifications)
• {TasksDeleted} – Formatted table of deleted task details (available only for Task Deleted notifications)

Step 5: Preview and activate the notification using Send Now or Send On options.

Note: Notifications can be activated instantly using Send Now, or scheduled to run on a selected future date using Send On

2. eRecruitment Module

2.1 Offer Process Upgrade

Offer Process Upgrade Completed

Thank you to everyone who worked with us to finalise active offers ahead of the upgrade - we greatly appreciate your cooperation.

For any offers that were not finalised by Close of Business yesterday - 18 Dec 2025, please note the following:

• Offers that were awaiting a candidate response remain accessible, and candidates may continue to review and accept or decline these offers as normal.
• Offers that were awaiting internal approval have been reset, and the workflow has automatically restarted. Please keep an eye out for any pending actions that may need to be completed again.

If you require any assistance or have questions regarding your offers, our Customer Support team is available and happy to help.

Issues resolved

Corporate Planning & Reporting / Additional Hierarchies

• Fixed an issue where an Additional Officer could not update progress unless the Additional Officer column was visible in the grid.

Enterprise Risk Management

• Fixed an issue where default private views were missing for some users by ensuring the migration is applied to all users.

Performance Reporting Framework

• Fixed an issue where the Organizational Performance Measures by Level report displayed only the default frequency instead of reflecting the selected reporting period.

Project Management & Control

• Fixed an issue where projects added to a portfolio from the second page were not retained as selected after saving.

eRecruitment Module

• Fixed an issue where the Send Offer button did not update correctly after an offer was sent; a page refresh is no longer required.
• Fixed an issue where modifications to existing checks by Admins were incorrectly applied to all job listings.

The Customer Voting Portal available in Pulse is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Performance Reporting Framework Module

1.1 Enhanced KPI (CPI) Target Setup

This change introduces a more flexible and detailed way to configure Key Performance Indicator (KPI) targets across different reporting periods. Users can now define period-specific targets rather than applying a single target across all periods of a selected frequency giving greater flexibility and precision in setting targets, enabling users to track and measure performance more accurately across different periods.

Key Enhancements:

Periodic Target Setup:

• The targets section in the New Indicator pop-up, has been improved. Once the users selects a Type (%, $, Unit, Select List, Textual) and ability to add targets for specific periods using the  '+ Add Periodic Targets' button is provided.

• Targets can now be defined for individual periods (e.g., monthly: June, July; quarterly: Q1, Q2) rather than being applied uniformly.

• The table view reflects individual period targets, allowing edits and overrides.

Improved Validation and Warnings:

• An indicator cannot be saved without all period targets defined.

• When the Type or Frequency is changed, any previously defined targets will be removed. A prompt will inform the user that while progress updates for the period will be retained, they should review and update them as needed. This change may also affect YTD calculations depending on the configuration.

View KPI Screen

• Target section now displays all period-wise targets (Monthly: Jan–Dec Targets, Quarterly: Q1–Q4 Targets, Half-Yearly: H1, H2 Targets, Annual: Annual Target)

Update KPI Screen

• Shows the period-specific target based on the period filter.
• Actual value calculation follows the specific period's target calculation method

Grids (My Indicators, Authorize KPI, All KPI)

• The existing Target column is fully removed.
• Actual columns now show Target + Actual together (with bold labels and line breaks).

Excel Export - Columns export separately as:

• Q1 Target, Q1 Actual
• Q2 Target, Q2 Actual, etc.

Reporting - KPI and related CPR Reports including Document Generator Reports

• Target column replaced with period-wise target columns, e.g.: Q1 Target, Q1 Actual, - A screenshot of KPI Progress Report (screenshot 1) and CPI Configurable Report from Document Generator section (screenshot 2) below for reference

• CPI Overview -  Graphs now use period-specific targets.

• Comparative Data Report - New filter criteria has been introduced: Frequency + Period filters are mandatory to be used together. This functions as follows;

	Target	Actual
When no filters (default)	Target of current period	Latest actual of current period
With Frequency + Period	Target of selected period	Latest actual of selected period

• This video explains the new behaviour and highlights the differences from the previous behaviour.
• Detailed documentation on the changes is found in here.

The Customer Voting Portal available in Pulse is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Enterprise Risk Management Module

1.1 Introducing Custom Views for Risk Pages

This enhancement introduces the ability to create and manage custom views within the Risk pages bringing the same flexibility and personalization available in the Actions module.

In addition, ability to make a view the users default view is also introduced. Users can now configure, save, and set their preferred default views for the following pages:

• All Risks
• All Archived Risks
• My Risks
• My Archived Risks

This enhancement improves user experience and efficiency by allowing users to tailor how risk data is displayed according to their preferences.

Key Features & Enhancements

1. A new View selector has been added to:

• All Risks
• All Archived Risks
• My Risks
• My Archived Risks

2. Users can switch between:

• YOUR PRIVATE VIEWS (user-created views)
• SHARED VIEWS (views shared by module admins)

3. A “+ Add a view” option allows creation of new views directly from the dropdown.

4. Each view name is displayed in the controller, with an option to set as Default (...) for that user.

5. The view controller is positioned below the “All Risks” dropdown, without affecting other controls.

Add a View Option

1. Clicking “+ Add a view” opens a popup to create a new view. Options/Fields include:

• View Name (mandatory)
• Share this view with everyone (available only to module admins)

2. Based on selection:

• Shared views appear under SHARED VIEWS
• Private views appear under YOUR PRIVATE VIEWS

Default View and Access Control

1. A System Default View named “Default View” is now available under SHARED VIEWS and cannot be renamed, edited or deleted. This will be the default view for any new users until they start using a shared view or a private view of their own.

• Private views are visible only to the creator.
• Shared views are visible to all users.

2. Users can set any view (shared or private) as their default view via the three-dot menu (“Make Default”).

• Once selected, through the default label, the default view can be be identified.

3. If a default view is deleted, the user’s view resets to the System Default View.

4. Each view retains user preferences for Filters, column configurations, page size, status bar visibility across sessions.

Edit View Functionality

1. An Edit View button is available on all applicable pages:

• For module admins: accessible for all views
• For other users: accessible only for their private views and the shared “Default View”

2. Through this, below Edit options are provided except for default view:

• Resize columns
• Rename view
• Configure columns
• Show/Hide residual filters
• Delete view

2. eRecruitment Module

2.1 Consistent PDF Download Option for Submitted Forms 2.0 Records

Overview

This enhancement introduces a consistent “Download” option across all submitted Forms 2.0 records, ensuring users can easily generate a PDF copy of any completed form. The update standardises the placement of the download option within the read-only banner, improving user experience and eliminating inconsistent option locations.

Key Features & Enhancements

Download Placement and Behaviour

• All submitted Forms 2.0 records now feature a Download button in the read-only banner. This download button is now available for all submitted forms in modules wherever forms 2.0 is in use
• The button is always in the same position (read-only banner) across modules and views, ensuring familiarity for users.
• Clicking download button generates the final, submitted version of the form in PDF format, preserving all visible data.
• The behaviour applies to both main and related/child forms.
• The functionality is also available to all users with access to view the submitted record.

Impact

This update streamlines access to downloadable PDFs and creates a consistent, predictable experience for all users interacting with submitted Forms 2.0 records.

Issues resolved

Corporate Planning & Reporting Module

• Resolved an issue where imported dates were converted to the US date standard (YYYY-MM-DD) instead of using the format from the import file in the action importer.
• Resolved an issue where attachments added to progress updates in previous years were not visible when viewing the full history in the current or future year. Attachments from prior-year updates now display correctly in the Show Full History view.
• Resolved an issue where configuration changes made to Document Generator Reports (such as table layout adjustments and filter selections for Reporting Frequency and Reporting Period) were not saving. After refreshing the page, the report reverted to its previous layout. This issue affected all tables, including Actions and CPI, and has now been fixed. Configuration changes now persist as expected.

Delegation & Policies Register Module

• Resolved an issue where Delegation by Position (DBP) reports in Document Generator were unable to save configuration changes. Updates were being reverted after saving and reloading the page. Configuration changes now save correctly.

Project Management & Control Module

• Resolved an issue where dropdown field updates in project forms did not persist and were immediately reverted to their previous values. Dropdown values are now saved correctly, and this is captured in history tracking.

Notifications Module

• Resolved an issue where users with future-dated positions were receiving workflow notifications when the future positions were a part of user groups configured to receive notifications.

HR Core Module

• Resolved an issue where Supervisors were unable to view the profile details of their direct reports.
• Resolved an issue where position updates failed and were incorrectly flagged as having duplicate position numbers, even though all numbers were unique. The update process now functions correctly.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Corporate Planning & Reporting Module

1.1 Status Bar Toggle for Draft Actions

We’re excited to introduce a new productivity-enhancing feature — the Status Bar — now available across the My Draft Actions and All Draft Actions pages in the CPR, CPR (AH), Compliance, and Audit modules.

This powerful visual tool enables you to quickly assess the status of all your draft actions, apply instant filters with a single click, and manage your workload with increased clarity and control.

How to Use the Status Bar

Step 1: Access Your Draft Actions

• Navigate to My Draft Actions (applies to both the Responsible for and Authorising of tabs), or
• Navigate to the All Draft Actions page.

Step 2: Locate the More Options Menu

• At the top of the draft actions grid, find the More Options button (located just before the Excel export icon).

Step 3: Enable the Status Bar

• Click More Options, then select Show Status Bar from the dropdown list.
• This option is located directly below “Enable/Disable Column Resize.”

Step 4: Explore the Status Bar
Once enabled, the status bar will appear at the top of your grid, displaying:

• Status categories, each color-coded with corresponding action counts
• A visual ribbon representing the proportion of actions by status
• The total number of draft actions in view

Step 5: Apply Instant Filters

• Hover over a status name or ribbon segment – your cursor will change to a hand icon
• Click to instantly filter the grid by that status

Status Types Displayed

The status bar includes all key draft action status types:

• Added – New draft actions
• No change – Actions with no updates
• Submitted – Actions ready for review
• Rolled over – Actions carried forward
• Revision requested – Actions requiring changes
• Proposed edit – Suggested modifications
• Proposed delete – Actions marked for removal
• Finalised – Completed actions (serves as an indicator of authorisation)

1.2 Configurable Primary Hierarchy Legislations Column for Compliance Module Draft Actions

We're pleased to introduce a new Primary Hierarchy Legislations column, now available for configuration on both the My Draft Actions and All Draft Actions pages within the Compliance module. This enhancement improves compliance tracking by providing greater visibility directly within the draft actions grid. The column displays the linked Primary Hierarchy Legislation along with its section (if applicable), offering clearer context without requiring users to navigate away from the page.

Note: This column will be available only if the module is configured as Compliance module. Please reach out to your account manager or the Support Team to get more information on this module.

How to add this column to the grid view:

Step 1: Access Column Configuration

• Navigate to the My Draft Actions page (including "Responsible for" and "Authorising of" tabs) or navigate to the All Draft Actions page.
• Click the More Options button at the top of the draft actions grid.
• From the dropdown menu, select Configure Columns.

Step 2: Add the Primary Hierarchy Legislations Column

• In the Column Configuration popup, locate Primary Hierarchy Legislations in the Available Columns list (columns are listed alphabetically).
• Note: This column will be available only if the module is configured as Compliance module. Please reach out to your account manager or the Support Team to get more information on this module.
• Select the column and move it to the Enabled Columns section.

Step 3: Customize the Column Display

• By default, the column name appears as Primary Hierarchy Legislations. You can rename it using the inline edit option.
• Rearrange the column position by dragging it to your preferred location within the Enabled Columns section.
• Click the Close (X) button to save your configuration.

Step 4: View Legislation Data in the Grid

Once the column is configured, it will display:

• The linked legislation from the top parent nodes in your hierarchy for each draft action
• Each legislation name in bold italic formatting
• Each section name in regular italic formatting
• Multiple legislations and sections presented on separate lines within each cell

1.3 Ability to define custom Views for Draft Actions pages

We're excited to introduce the new Custom Viewsfunctionality on the All Draft Actions page across the CPR, CPR (AH), Compliance, and Audit modules. With this enhancement, you can now create, personalize, and share multiple draft action views—just like on the View All Actions page. This feature enables you to tailor how draft actions are organized during key review periods, improving both productivity and collaboration across teams.

How to Use

Step 1: Access the View Selection

• Navigate to the All Draft Actions page in any supported module.
• Locate the new Default View dropdown at the top of your draft actions grid.
• Click the dropdown to explore all available views, categorized under YOUR PRIVATE VIEWS and SHARED VIEWS.

Step 2: Switch Between Views

• Browse the dropdown menu to view all saved configurations.
• Private Views: Visible only to you, containing your personalized setup.
• Shared Views: Accessible to all users within your organization.
• Click any view name to apply it instantly to your grid.

Step 3: Create a New View

• Click the + Add a view button at the bottom of the dropdown.
• In the popup window, enter a View name (required).
• For Module Admins: Optionally check Share this view with everyone to make it publicly available.
• Click Add to create the view, or X to cancel.

Step 4: Edit Your Views

• Click the Edit View button located next to the view dropdown.
• Edit permissions vary by user role:

Module Admins: Can edit all views.

Regular Users: Can edit their private views and the Default View only.

• Upon clicking, the screen enters edit mode, enabling configuration options.

Step 5: Configure Your View

While in edit mode, you can customize the view as follows:

• Resize Columns: Drag column borders to adjust widths.
• Edit View Name: Rename your view by clicking the name (not applicable to the Default View).
• Configure Columns: Add, remove, or reorder columns via the column configuration window.
• Show/Hide Status Bar: Show or hide the status bar to optimize screen space.
• Finish Editing: Save your changes and exit edit mode.
• Delete View: Permanently remove a view (Default View cannot be deleted).

Step 6: Manage View Settings

• Column Resizing: Adjust column widths by dragging the resize handles.

• Edit View Name: Update the view name in the text box and click Save.

• Column Configuration: Launch the full column setup window to manage displayed data.

• Status Bar Toggle: Enable or disable the status bar as needed.

• Exit Edit View: Click Finish Editing to save and close edit mode.

• Delete Views (if required): While in edit mode, click Delete to remove a view, then confirm in the dialog by clicking OK (or Cancel to abort), noting that the Default View cannot be deleted.

1.4 Ability to filter using the “Authorisation Status” Filter for Action Grids

We’re pleased to introduce the new Authorisation Status filter—designed to enhance how you manage and locate actions across the CPR, CPR-AH, Audit, and Compliance modules. When action authorisation is enabled, this filter allows you to quickly filter actions based on their authorisation state, significantly improving operational efficiency and oversight.

How to Use

Step 1: Access the Authorisation Status Filter

• Navigate to any action grid that includes the Authorised Status column.
• Click the More Filters button to expand the filter menu.
• Locate Authorisation Status, positioned between Authorising Officer and Exclude Not Reportable Actions.
• Note: This filter only available when the Enable action authorisation is turned ON in your system configuration.

Step 2: Choose Your Authorisation Filter Option

• Click on Authorisation Status from the More Filters dropdown.
• The selected filter will appear in your main filter panel for easy access.
• Choose one of the following options:
• ---Show All--- (default): Displays all actions regardless of authorisation state.
• Authorised: Filters to show only actions with Authorisedstate.
• Not Authorised: Filters to show only actions with Not Authorised state.

Step 3: Apply the Filter

• Select your desired filter option from the dropdown.
• Click the Apply button to filter the grid.
• The grid will refresh and display only the actions matching the selected authorisation status.
• If additional filters are applied, results will reflect combined conditions using AND logic.

Where You Can Use This Filter

My Actions

• Actions tab on the My Actions page
• Actions tab on the My Team's Actions page (Supervisor Dashboard)

All Actions

• The main All Actions grid for organisation-wide action visibility

Action Authorisation (when enabled)

• My action authorisation review tab
• Admin action authorisation review tab (for users with administrative access)

Action Update Review

• Available on the Action Update Review page under the Reports menu

1.5 Ability to filter using the “Approval Status” Multi-Select Filter

Enhance your action management capabilities with the new Approval Status filter, now available across all action grids in the CPR, CPR-AH, Audit, and Compliance modules. This advanced, multi-select filter empowers users to efficiently track and manage actions based on their approval states—providing unmatched flexibility and control when workflow-based action approval is enabled. With intelligent search, selection, and filtering capabilities, this feature significantly streamlines approval-related processes.

How to Use

Step 1: Access the Approval Status Filter

• Navigate to any action grid that includes the Approval Status column.
• Click More Filters to open the extended filter dropdown.
• Locate Approval Status, positioned between Only Show Actions With No Updates and Custom Flags.
• Note: This filter is only available when workflow-based action approval is enabled. To activate this feature, please contact our Support Team.

Step 2: Activate the Multi-Select Filter

• Click on Approval Status in the More Filters menu.
• The filter will appear in your main filter panel, now with advanced multi-select functionality.

Step 3: Select Approval Statuses

• Individually: Select checkboxes next to the specific statuses you want to include.
• Add All: Click to select every available status in one step.
• Search: Use the search bar to quickly locate a particular status.
• Remove All: Clear all selected statuses to start fresh.
• Selected statuses will be displayed clearly in the filter panel for review.

Step 4: Apply the Filter

• Review your selected statuses in the filter panel.
• Click Apply to activate the filter.
• The action grid will refresh, displaying actions that match any of the selected approval statuses (OR logic).
• When combined with other filters, results will reflect AND logic across all applied filters.

Where This Filter is Available

My Actions

• Actions tab on the My Actions page
• Actions tab on the My Team's Actions page (Supervisor Dashboard)

All Actions

• The main All Actions grid for centralized action oversight

Action Comments Approval

• My action comments approval tab
• Admin action comments approval tab (for users with administrative access)

Action Update Review

• Available under the Action Update Review page in the Reports menu

1.6 Advanced Hierarchy Node Filter for Service Area Management

Enhance your service area navigation with our new Advanced Hierarchy Node Filter, now available across the CPR, CPR-AH, Audit, and Compliance modules. This intelligent filtering capability empowers you to seamlessly explore complex Strategic and Organisational hierarchies using a streamlined node picker, real-time tab counts, and precise data filtering—making service area management faster, more intuitive, and more efficient.

How to Use

Step 1: Access the Hierarchy Node Filter

• Navigate to My Service Areas or All Service Areas page.
• Locate the new Hierarchy Node filter positioned directly after the Hierarchy filter in the top filter panel.
• By default, the filter displays the selected node label, along with a blue Select... hyperlink.
• The Apply and Cancel buttons remain hidden until a selection is made.

Step 2: Launch the Hierarchy Node Picker

• Click the blue Select... hyperlink to open the Hierarchy Node Picker popup.
• A collapsible tree structure based on your selected Hierarchy value will be displayed.
• Navigate through nested levels using expand/collapse controls.
• Use the search bar at the top to quickly locate specific hierarchy nodes.

Step 3: Select Your Node

• Browse or search the hierarchy tree to find the desired node.
• Click a node to select it—highlighted in blue for confirmation.
• Your selection will appear at the bottom next to Selected:
• Click Select to confirm or Cancel to exit without applying changes.
• Upon confirmation, the selected node replaces the Select...  hyperlink in the filter bar.

Step 4: Apply the Filter

• Once a selection is made, Apply and Cancel buttons will appear next to the filter.
• Click Apply to activate the filter, which refreshes tab counts, updates the data grid to show filtered results, and replaces the Apply/Cancel buttons with a Clear button.

Step 5: Navigate Hierarchy Level Tabs

• Switch between hierarchy level tabs (e.g., Outcome, Deliverable, Strategic Objective).
• Each tab shows dynamic counts relevant to your hierarchy node selection.
• Clicking a tab automatically updates the data grid with corresponding service areas.
• Both the top-level hierarchy node and any additional filters remain active during tab navigation.

Where This Filter is Available

• My Service Areas
• All Service Areas

2. Enterprise Risk Management

2.1 Permanent Classification Filter Visibility for Enhanced Risk Management

Improve your risk assessment process with the newly elevated Classification filter—now permanently visible across all Enterprise Risk Management (ERM) module pages. Previously accessed through the +Add Filters option, this filter is now a core component of the main filter panel. By placing classification filtering alongside key attributes such as Category, Risk Source, and Owner, this UI enhancement streamlines risk identification, categorization, and analysis—making your workflow more intuitive, efficient, and consistent.

How to view the changes made in this enhancement:

Step 1: Locate the Classification Filter

• Navigate to the ERM module and click on any of the following pages: My Risks, All Risks, Archived Risks, and Risks Above Target Pages.
• The Classification filter is now permanently displayed in the main filter panel.
• There is no longer a need to access it through the +Add Filters menu—it is now instantly available for use.

Enhanced Filter Positioning

My Risks Page

• The Classification filter appears directly after the Risk Area filter.

All Risks, Archived Risks, and Risks Above Target Pages

• The Classification filter is positioned immediately after the Owner filter.

2.2 Ability to filter the risk grids to view only Unreviewed Risks

Elevate your risk oversight with the new Only Show Unreviewed Risks toggle filter, now available across key pages in the Enterprise Risk Management (ERM) module. This intelligent feature allows you to instantly focus on risks that have not been reviewed within the current reporting period—enabling a shift from reactive to proactive risk monitoring. With its streamlined toggle interface, this enhancement significantly improves the clarity, speed, and precision of your risk review workflow.

How to Use

Step 1: Access the Unreviewed Risks Filter

• Navigate to the All Risks, My Risks, or Risks Above Target pages.
• Click the Filter button to open the filter panel and view currently applied filters.
• Click Add filters to expand the list of additional filter options.
• Locate Only Show Unreviewed Risks within the available filters list.

Step 2: Add the Toggle Filter

• Click Only Show Unreviewed Risks to add it to the main filter panel.
• The filter will appear as a simple, user-friendly toggle switch.
• Default State: The toggle is initially set to "NO", displaying all risks.

Step 3: Toggle Between All and Unreviewed Risks

Toggle Set to "NO" (Default State):

• Displays all risks, regardless of review status.
• Shows both green icons (reviewed) and orange icons (unreviewed).

Toggle Set to "YES"(Focused State):

• Filters to show only unreviewed risks—those not updated within the current reporting period.
• Displays only orange review icons, highlighting risks that require immediate attention.

Where This Filter is Available

• All Risks Page
• My Risks Page
• Risks Above Target Page

2.3 Ability to add risk-related fields as column options on All Controls and My Controls Pages

Admins and users can now access comprehensive risk information directly within the All Controls and My Controls pages. Risk-related columns from the All Risks page are now available through the Configure Columns feature, along with the Show/Hide Risk Grouping option, providing enhanced risk tracking, analysis, and reporting capabilities in a single view.

Access and Navigation:

Step 1: Log in to the ERM module and navigate to either the All Controls or My Controls page.

Step 2: Click the gear (settings) icon and select Configure Columns from the settings menu.

Step 3: In the Configure Columns popup, you will now see all risk-related columns from the All Risks page available in the "Available Columns" section. These include Risk Area, Risk ID, Risk Description, Risk Owner, Risk Classification, and many others

Step 4: Drag and drop the desired risk columns from "Available Columns" to "Enabled Columns" to add them to your view. You can:

• Reorder columns within the Enabled list
• Rename columns using inline text input
• Remove columns using the "X" icon

Step 5: Click the Close (X) button to apply your column configuration. If you are an admin, you can click "Apply to All" to set this configuration for all users.

Step 6: The grid will update to display your selected risk columns alongside control information.

2.4 Ability to Show/Hide Risk Grouping in All Controls and My Controls Pages

Admins and users can now group the controls by their parent risk by using the Show/Hide Risk Grouping option.

Access and Navigation:

Step 1: Log in to the ERM module and navigate to either the All Controls or My Controls page. By default, controls are grouped by their parent Risk with risk description headers and grey background formatting.  

Step 2: To switch between grouped and flat views, return to gear (settings) icon and select “Hide Risk Grouping" option from the settings menu. This option will alternate between "Hide Risk Grouping" and "Show Risk Grouping" based on the current display state.

Step 3: The controls grid displays as a standard flat layout without risk grouping.

The enhanced view maintains all existing functionality including export to Excel, pagination, filtering, and search capabilities. Risk column data is automatically populated from each control's parent risk, and your configuration preferences are saved across sessions.

2.5 Enhanced Document Generator Reports with Advanced Filtering Options

The Document Generator Report now includes new filter options, enabling users to generate tailored reports based on specific criteria.

• Risk Owners
• Over Tolerance
• Inherent Risk Rating
• Residual Risk Rating
• Only Show Unreviewed Risks

This enhancement streamlines report generation by allowing users to focus on targeted risk categories and ownership, ensuring exported documents contain only the most relevant information for reporting needs.

Access and Navigation:

Step 1: Log in to the ERM module and navigate to Reports > Document Generator Report.

Step 2: Click Create New Report to start a new report, or select an existing report from the list.

Step 3: Go to the Filters Dropdown section to access the new filtering options, now available in the list:

• Risk Owners
• Over Tolerance
• Inherent Risk Rating
• Residual Risk Rating
• Only Show Unreviewed Risks

Step 4: Configure the Risk Owners filter using the multi-select dropdown listing all assigned users. This filter displays risks assigned to the selected owner(s).

Step 5: Set the Inherent Risk Rating and Residual Risk Rating filters using the multi-select dropdowns populated from configured rating values. These filters display risks according to the selected ratings.

Step 6: Use the Over Tolerance toggle switch (default: OFF).

• OFF → Shows risks not over tolerance
• ON → Shows risks that are over tolerance

Step 7: Use the Only Show Unreviewed Risks toggle switch (default: NO).

• NO → Displays all risks, regardless of review status
• YES → Displays only risks not updated in the current reporting period

Step 8: Apply your filter configuration and generate the report. The downloaded or exported document will include only the data matching your selected criteria.

2.6 Ability to set the Half Yearly reporting frequency against the Risk Category

Risk Administrators can now configure a new Half Yearly reporting frequency option in Risk Category settings. This enhancement allows risks to be reviewed and reported on a semi-annual basis, aligning with financial periods H1: July–December and H2: January–June. It provides greater flexibility for organizations following semi-annual reporting cycles.

Access and Navigation:

Step 1: Log in to the ERM module as a Risk Administrator and navigate to Admin > Risk > Grouping > Risk Categories.

Step 2: Click Add a Risk Category to create a new category, or select an existing category and click Edit.

Step 3: In the Risk Category configuration popup, locate the Reporting Frequency dropdown. You will now see four options:

• Monthly
• Quarterly
• Half Yearly (new)
• Yearly (previously Annual).

Step 4: Select Half Yearly to configure the category for semi-annual reviews based on the financial year periods:

• H1 (July–December)
• H2 (January–June)

Step 5: Click Create (for new categories) or Save Changes (for edits) to confirm your configuration. Risks assigned to this category (e.g., Service Delivery) will now follow the half-yearly review cycle.

Step 6: Navigate to My Risks, All Risks, or Risks Above Target and select a risk category configured with half-yearly frequency. The Review/Update icons will display orange at the start of a new half-year period for risks requiring review. Even if an update was recorded in the previous period (green icon), the icon will reset to orange when the new half-year begins.

Step 7: To view half-yearly reporting data, go to the Risk Review Tally page and select Half Yearly from the Time Scale dropdown.

Step 8: Configure the reporting periods using the Period Start and Period End selectors, which now include H1 and H2 options in addition to the financial year selection.

Step 9: Click Search to generate the risk review tally grid. The grid displays columns for each selected half-year period, showing:

• Total risks
• Reviewed risks (green)
• Unreviewed risks (black)

These are grouped by Risk Area, with the option to expand and view a Risk Officer-wise breakdown.

The new Half-Yearly frequency integrates seamlessly with existing functionality, including:

• Only Show Unreviewed Risks toggle
• Document Generator Reports
• My Pulse Summary (outstanding risk counts)
• Risk Review Reminder notifications

3. eRecruitment Module

3.1 Introducing the Ability to Apply on Behalf of a Candidate

Admins and Hiring Managers can now apply on behalf of a candidate directly from the Job Listings page. While applying, key candidate details — such as first name, last name, email address, phone number, resume, and cover letter — will automatically be filled in.

This enhancement reduces the need to manually re-enter candidate information, saving time and ensuring consistency across applications.

Access and Navigation:

Step 1: Log in to the Recruitment module as a Hiring Manager or Module Administrator.

Step 2: Navigate to the Job Listing page and view the job you wish to manage.

Step 3: Go to the Candidates tab and select a candidate who is currently in any of the Interview stages.

Step 4: Click on the ellipsis (⋯) next to the candidate’s name -> Select the “Apply on Behalf” option from the dropdown menu.

A popup will appear displaying a list of open and closed jobs.

Step 5: Click the 'Select' button next to the job you want to apply the candidate to.

Step 6: This will load the application form, with key candidate details such as First Name and Last Name, Email address, Phone number, Resume, and cover letter will automatically be copied from the existing job application.

Before submitting the application, Admins and Hiring Managers can choose to notify relevant users by selecting the appropriate options within the form:

• Notify Candidate of Submission
• Notify Admin and Collaborators of Submission

Step 7: Click on the "Submit & Close" button to complete the application process.

Step 8: Navigate to the job the candidate was applied to on their behalf.
The candidate will be added to the Shortlist stage for that job.

An audit note will be added to the Discussion Board of that candidate profile in the new job.

3.2 Introducing Job Reference ID in Job Details

A Job Reference ID field has been added to the Job Details section. This reference ID will now be available for new and existing jobs and will be automatically carried across all job boards, including:

• Pulse Internal Job Board
• Pulse External Job Board
• SEEK

This ensures consistent identification of the job across platforms and improves tracking for both hiring team and the applicants.

Access and Navigation:

Step 1: Login as a Hiring Manager, Hiring Team Member, or Module Administrator.

Step 2: Navigate to the Job Listing page. Either:

• Click on + Add a Job to create a new job, or
• Click View Job to open an existing job.

Step 3: Go to the Job Details section — the Job Reference ID field will be visible here. Add a job reference ID and save the changes.

Step 4: Navigate to the job board and the reference id will be visible in the job details card.

Filtering by Job Reference ID

Step 1: Navigate to the Job Listing page.
Step 2: Click on the Filter button to open the filtering options. Click on More Filters and from the list, select Reference ID.

Step 3: Enter the required Job Reference ID to filter the job listings accordingly.

Configure Job Reference ID as a Column

Step 1: Navigate to the Job Listing page.

Step 2: Click on the More Options (⋯) menu -> Select Column Configuration from the list.

Step 3: In the Column Configuration popup, locate the Reference ID column.

Step 4: To enable it, go to Column Configuration, then drag the Reference ID field from the Available Columns section to the Enabled Columns section, and click Apply to All.

Step 5: Click on 'OK' to confirm the changes.

Step 6: The Job Reference ID will now be added to the Job Listings table, making it visible alongside other job details.

3.3 Exclude Unsuccessful Candidates from Interview Scheduling

To make the interview process cleaner and more accurate, candidates marked as "Not Suitable," "Unsuccessful," "Withdrawn," "Declined," or similar statuses will no longer appear when hiring team and administrators try to book or invite candidates for interviews.

This change prevents mistakes in inviting unsuitable applicants and saves time and improves selection accuracy

Option 1: Booking from Time Slots

1. Go to the Job Listing page and select a job.

2. This will load the job in the job details tab -> Click on the "Candidates" tab -> Move a candidate to a 'Not suitable' stage.

3. Navigate to the Interview Time Slots tab.

4. Click Select Meeting → Add a Meeting, then name the meeting.

5. Click + Add Time Slot and set the slot details.

6. Once the slot is added, click Book this Slot.

7. In the Select Candidate pop-up, only active candidates (e.g., Shortlisted, Interview, Offer, Accepted) will appear. Not Suitable/Withdrawn/Declined, etc. will be excluded.

Option 2: Inviting Candidates

1. In the Interview Time Slots tab, scroll to Invited Candidates.

2. Click + Invite Candidate.

3. The Select Candidate pop-up will now only show eligible candidates.

4. eLearning Module

4.1 Accreditation Editing for Attendees Marked as "Attended"

This enhancement introduces the ability for session owners and administrators to edit the accreditation status of attendees who have been marked as "Attended" in a training session. The feature ensures greater flexibility in managing accreditations without altering existing session management workflows.

Key Features & Enhancements

• When a training session attendee is marked as Attended by a Session Owner or an Administrator, their accreditation will default to Yes and display the total number of linked accreditations.
• An edit icon will appear next to the accreditations so that the session owner/admin can amend the same.
• Clicking the edit icon opens the Issue Accreditation popup, where you can:
• If all accreditations are unchecked, the status will change to 'No'. Else, the total number of selected accreditations will be shown in the view.

Impact

This enhancement empowers session owners and admins to manage and adjust accreditations after attendance marking, improving accuracy and ensuring learners receive the correct certifications while maintaining the integrity of existing session workflows.

4.2 Addition of "Duration" Column to All Staff Session Attendance Report

A new Duration column has been added to the All Staff Session Attendance Report to provide a clearer view of total session lengths. This enhancement allows users to quickly assess the time commitment for each session directly in the report, with consistent display across on-screen, configurable columns, and exported files.

Key Features & Enhancements

• A new duration column has been added to the 'All Staff Session Attendance Report' which shows the total time for a session, based on all its periods.
• This is available for multiple attendance statuses, including:
  - Booking Pending
  - Booked
  - In Waitlist
  - Cancelled by Learner
  - Removed
• The Duration column can be added or removed using the column configurations.
• This can be extracted to excel files using the current export functionality in      the system.
• The new column is available to all users with access to the All Staff Session      Attendance Report.

Impact

This enhancement improves the visibility of training commitments, streamlines reporting for session durations, and ensures accurate and consistent data across views and exports.

5. HR Core

5.1 Introducing the Ability to Import Members into User Groups

Module administrators can now import users into user groups using Payroll Numbers, either by uploading a file or pasting the numbers directly. This is available across all modules where user group management is supported. This simplifies the process and saves time compared to manual user additions.

Navigation: Navigate to the module -> Admin menu -> This loads the admin drawer page -> Navigate to the manage users groups

Steps:

Step 1: Click on Manage User Groups to load the Manage Groups page.

Step 2: Click the + Add Group button. The Add Group popup will appear.

Step 3: Enter a title for the group.

Step 4: Click Add to create the new group.

Step 5: Click on the Manage Members button — this will load the selected user group on a new page, displaying its current members and available actions.

Step 6: Click on the + Import Members button — this will open the Import Members popup.

Users can be added using either of the following methods:

1.   Paste Payroll Numbers directly into the text box, separated by commas
(e.g., 00000, 00001, 00002)

2.   Upload a .xlsx file containing the Payroll Numbers
– You may download the template file, populate it with Payroll Numbers, and upload it back.

Note: Each Payroll Number must already exist in the system. Invalid or unregistered numbers will be ignored.

Step 7: Click the Next button, then complete the process by clicking Import.

Step 8: Clicking on OK to view the imported users in the group.

5.2 Introducing the “Form Submission” Tab in Employee Profile

Pulse has introduced a new "Form Submission tab" within the Employee Profile. This tab allows employees to easily view and submit forms from all supported Forms 2.0 modules, streamlining access in one central place.

Module Admin users can also navigate to an employee’s profile to view submitted forms. This enhancement simplifies the form interaction experience by consolidating all relevant forms per employee, improving visibility, efficiency, and reducing manual tracking for both employees and module administrators.

To enable this feature, please contact our Support Team.

Note: Recruitment and Onboarding forms are currently not supported in this view.

Access and Navigation:

Step 1: Login to the Pulse as an employee

Step 2: Click on the profile icon in the top-right corner, then select View Profile from the dropdown menu to load the employee profile.

Step 3: Navigate to the 'Form submission records' tab.

Step 4: Click on the dropdown, which will display all modules that are enabled for the employee and admin and for which they have access permissions.

Note: Only modules that the employee or admin has access to will be shown in this list.

Step 5: Select a module to display its forms.

From this view, employees can:

• Submit a form
• View forms submitted by them
• View forms submitted on their behalf
• Apply filters
• Configure visible columns
• Export report to Excel

Step 6: Administrators can only view the submitted records of the employee they are reviewing. Administrators can:

• View forms submitted by employee
• View forms submitted behalf of an employee
• Apply filters
• Configure visible columns
• Export report to Excel

Example: As a module administrator, the admin is viewing an employee’s profile. In this case, they can only see the forms that have already been submitted by the employee (or on their behalf). They cannot submit new forms from this view.

6. Pulse System Status Overview

Overview

The new Pulse System Status Overview Page is now available for all Pulse customers. This page is a central hub where you can view the real-time health of all Pulse services.

Key Features

On this page you can:

• See the operational status of key Pulse services at a glance
• Stay informed of any incidents or service interruptions
• Access recent notices and updates in one place
• Subscribe to receive updates directly (via email, Microsoft Teams, and more)

The Pulse System Status Overview Page gives you greater visibility and confidence in the availability of Pulse, helping you stay connected and informed at all times.

Issues resolved

Corporate Planning & Reporting Module

• Fixed an issue where the Org and Strat Hierarchy filters on the View All Actions page are cleared when the page is refreshed.
• Fixed an issue where Additional Role was not displaying the user's name.
• Fixed an issue where the View All Actions page was timing out when loading actions.
• Fixed an issue where the Document Generator Reporting Period filter dropdown was showing blank for Yearly.
• Fixed an issue where, during rollover, Tasks and Performance Measures against actions were not being rolled over when configured to do so.

Delegation & Policies Register

• Fixed an issue where the position name was not updated in all delegation locations when updated via user import.
• Fixed an issue where Additional Position Policies were not showing on the My Policies page.

Learning

• Fixed an issue where it was not possible to configure development points for a previous session.
• Fixed an issue where the Verified and Verified Date column data was incorrect when exporting filtered records from the User Accreditation page.
• Fixed an issue where records associated with a course package could not be deleted.

Enterprise Risk Management

• Fixed an issue where more than 20 Risk Flags could be added to risks but could not be removed.

Onboarding

• Fixed an issue where the ‘Your Profile’ widget displayed the recorded first position instead of the current position.
• Fixed an issue where the Next and Previous buttons were missing from the portal when using a mobile device.

HR Core

• Fixed an issue where the Supervisor Column on the Manage Employees page was not displaying supervisors.

Performance Reporting Framework

• Fixed an issue where the Indicator Progress Comparison report showed dollar values for Yes/No responses.
• Fixed an issue where Indicator calculations were returning incorrect results.

Project Management & Control

• Fixed an issue where it was not possible to modify the default view and shared views on the My Projects and All Projects pages.⁣⁣
• Fixed an issue where the Project Initiations Estimate report was hardcoded to 2020–2021 through 2030–2031, ignoring the settings in Admin > Manage Years.

Enterprise Performance Management

• Fixed an issue with PDF formatting on printed appraisal reviews.⁣
• Fixed an issue where interview confirmation emails did not appear on the candidate's Email tab.

Pulse Security

• Fixed an issue where editing any CPR or Recruitment notification caused it to appear as an Audit module notification.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Corporate Planning & Reporting Module

1.1 Enhancements to Draft Actions

The CPR, CPR (AH), Compliance, and Audit modules now support improvements to the Draft Actions functionality.

Enhancements:

1) Ability to Control the Draft Action Feature via an Admin Config Key.

How to Enable:

Step 1: Log in to Pulse as an Admin for the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to: Admin > System > General Settings > Hierarchy Specific Settings.

• Locate the new config key: Enable Draft Actions Feature
• Check to enable the feature, or uncheck to disable it.
• Click 'Save Configuration'.

Step 3: Navigate to: Admin

• When enabled, the Draft Action Periods tile will be displayed under a new section titled Draft Periods

Step 4: Navigate to: Left Menu < Hierarchy Menu

• When enabled, the My Draft Actions and View All Draft Actions pages will be visible.

2) Ability to setup the draft periods in Additional Hierarchies

How to Setup and Use:

Step 1: Log in to Pulse as an Admin for the relevant additional hierarchy module (CPR (AH), Compliance, or Audit).

Step 2: Navigate to: Admin > Draft Periods > Draft Action Periods

• If the Draft Action Periods tile is not visible, ensure the Enable Draft Actions Feature config key is enabled as explained in point 1 above.

Step 3: Click ‘+ New Period’ to add a new draft action period.

• A popup will appear to enter draft period details.

Step 4: Select a draft action year (i.e., 2025-2026) from the Period dropdown.

Step 5: Use the calendar pickers to set the Start Date and End Date for the active period.

Step 6: Click ‘Save’ to add the new draft period.

• The record will now appear in the Draft Action Periods grid.

Step 7 (Optional): To edit an existing record, click the Edit (pencil) icon.

• The same popup will open with pre-filled data for editing.

Step 8 (Optional):

• You can change the Period year, Start Date, or End Date, then click ‘Save’ to update.
• The popup will close and the changes will be reflected in the grid.

Step 9 : Go to the My Draft Actions or View All Draft Actions page and open the Draft Action Year dropdown.

• The newly added or edited period (e.g., 2025–2026) will now be selectable.

Note: You can proceed to create draft actions only if:

• The selected year in the dropdown matches a configured period, and
• The current system date falls within the defined Start and End Date, and
• The system has rolled over to that year.

3) Ability to Search for Draft Actions on the ‘My Draft Actions’ and ‘All Draft Actions’ Pages.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions or All Draft Actions page, and select the financial year from the year dropdown (e.g., 2025–2026)

• A search bar will appear in the top-right corner of the page.

Step 3: Enter a full or partial code or name related to the draft action you want to locate.

• Matching results will dynamically appear in a dropdown list beneath the search bar, with matching text highlighted.

Step 4 (Optional): Click a result in the dropdown to directly open the View Draft Action popup.

• The selected draft action’s details will be displayed.

Step 5 (Optional): Click the Search icon (magnifying glass) or hit enter to apply a filter in the grid based on the entered text.

• The grid will update to show only draft actions that match the input.

4) Ability to Configure Columns on the ‘My Draft Actions’ and ‘All Draft Actions’ Pages.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions (either the ‘Responsible for’ or ‘Authorising of’ tab) or the All Draft Actions page > Click More Options

• The Configure Columns option will now be visible in the context menu.

Step 3: Click the Configure Column option.

• The Column Configuration popup will open, showing existing columns still in the Enabled Columns section, with additional columns available in the Available Columns section.      

Step 4 (Optional):

• Drag and drop columns between Available and Enabled
• Reorder columns under Enabled
• Rename columns via text field
• Click "X" to remove columns from Enabled
• Use search bar to find available columns
• Use scroll to view all columns if the list is long

Note: The columns include the changes below:

• Added all applicable draft action attributes
• Attribute visibility aligns with action configurations
• Officers column split into Responsible Officer and Authorising Officer
• Renamed labels: ‘Last Year Action’ → ‘Last Year Action Name’, ‘This Year (Draft Action)’ → ‘Draft Action Name’

Step 5 : Closing the popup preserves the column configuration for future user sessions and update the draft action grid accordingly.

5) Ability to sort data by specific columns on the ‘My/All Draft Actions’ pages.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions (either the ‘Responsible for’ or ‘Authorising of’ tab) or the All Draft Actions page.

Step 3: Hover over the column header area to find a sortable column where the mouse pointer changes to a hand icon (i.e., Status).

Step 4: Click once on the title.

• An upward triangle appears next to the title, ordering the column contents in ascending order.

Step 5: Click on the title a second time.

• A downward triangle appears next to the title, ordering the column contents in descending order.

Note: Clicking the title a third time will reset the column contents to the unsorted position.

6) Ability to resize columns on the My/All Draft Actions pages.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions (either the ‘Responsible for’ or ‘Authorising of’ tab) or the All Draft Actions page > Click More Options

• The Enable Column Resize option will now be visible in the context menu.

Step 3: Click on the Enable Column Resize option.

• You will now see a double-sided (left-right) arrow inside the downward blue triangle at the top of each column header margin between all visible columns.

Step 4: Place the mouse pointer on the triangle or just below its lower corner where the pointer changes to a double-sided (left-right) arrow, then click to see the border.

• While holding the click, move the border left or right to increase or decrease the width of the desired columns.

Step 5: Click the Disable Column Resize option from the context menu.

• The resized column widths are preserved for the user, and the downward triangles are removed from the header area.

7) Ability to view, edit, and add values to all action-specific system and additional attributes on all Draft Action popups.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions (either the ‘Responsible for’ or ‘Authorising of’ tab) or the All Draft Actions page

Step 3: Click ‘+ Propose new Action’

• You will now see this popup modified to resemble the ‘Add Action’ popup on the My/All Actions pages. It supports adding values to all action attributes and additional attributes, locating them in the same positions.

Step 4: Add all details in the necessary fields, including Reason for Change (added at the bottom of the page), and then click ‘Save’.

Step 5: Click the ellipsis button against any draft action in the grid, then click the ‘Edit’ or ‘Proposed Edit’ option in the context menu.

• You will now see this popup modified to resemble the ‘Edit Action’ popup on the My/All Actions pages. It supports editing all action attributes and additional attributes, locating them in the same positions.

Step 6: Edit all details in the necessary fields, including adding Reason for Change (added at the bottom of the page), and then click ‘Save’.

Step 7: Click the View button against any draft action in the grid.

• You will now see this popup modified to resemble the ‘View Action’ popup on the My/All Actions pages. It supports viewing all action attributes and additional attributes, locating them in the same positions—excluding only the Update and Edit buttons from the top of the page.

Note: The View popup will continue to support adding Performance Measures, Tasks, and Risks.

8) New filters on the ‘My Draft Actions’ page.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the My Draft Actions (either the ‘Responsible for’ or ‘Authorising of’ tab) page

Step 3: Expand the Filters section and then click on More Filters dropdown picker

You will now see the following filters added to the main panel:

• Reporting Frequency
• Org Hierarchy
• Strat Hierarchy
• Status

Additionally, the following filters have been added to the More Filters options:

• Responsible Officer
• Authorising Officer
• Creator
• Exclude Not Reportable Actions
• Custom Flags
• Due Date Exceeded
• Adjusted Due Date Exceeded
• Primary Hierarchy Legislations (Compliance module only)
• Action Additional Attributes (fields with lookup data type only)

9) New filters on the ‘All Draft Actions’ page.

Step 1: Log in to Pulse and navigate to the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to the All Draft Actions page

Step 3: Expand the Filters section and then click on More Filters dropdown picker

You will now see the following filters added to the main panel:

• Reporting Frequency (moved from ‘More Filters’)
• Status

Additionally, the following filters have been added to the More Filters options:

• Responsible Officer (moved from fixed filters panel)
• Exclude Not Reportable Actions
• Custom Flags
• Due Date Exceeded
• Adjusted Due Date Exceeded
• Primary Hierarchy Legislations (Compliance module only)
• Action Additional Attributes (fields with lookup data type only)

1.2 Enhanced Risk Management: Add, Remove, Link, Unlink, and Update Risks within Actions

Administrators of the CPR, CPR (AH), Compliance, and Audit modules can now add/remove, link/unlink, and update risks directly within the Risk section of an Action, providing greater control over risk management. Updating existing risks requires ERM admin access in addition to module-level admin permissions.

To Add/Remove a Risk:

Step 1: Log in to Pulse as an Admin of the CPR/CPR (AH)/Compliance/Audit module.

Step 2: Navigate to any action management page (e.g., ‘View All Actions’).

Step 3: Click the ‘View’ button for any action in the grid.

Step 4: Expand the ‘Risks’ section.

Note: If the section is not visible, contact our Support Team to enable it.

Step 5: Click ‘+ Add/Link a Risk’.

A pop-up with a search bar and a hyperlink (‘Or create a new Risk’) will appear.

Step 6: Click ‘Or create a new Risk’.

The ‘Add a Risk’ pop-up (similar to the ERM risk-adding interface) will open.

Step 7: Select a ‘Category’ from the dropdown, enter a ‘Risk Description,’ add optional details in relevant fields, and click ‘Save.’

The risk summary will appear in a grid within the ‘Risks’section.

Step 8 (Optional): Click 'X' to delete the added risk.

To Link/Unlink a Risk:

Step 9: Repeat step 1-5, then type the risk ID, code, or name into the search bar.

Step 10: Select the desired risk from the matching list.

The pop-up will close, and the linked risk will appear in the grid with a link icon.

Step 11 (Optional): Click 'X' to unlink the linked risk.

To Update a Risk (with ERM admin access):

Step 12: Click the update icon next to the risk you want to make an update.

The Risk Review pop-up will open for updates.

1.3 Inline Updating and Dates Rollup – Configuration Access Granted to Customer Admins

Customer administrators of the CPR, CPR (AH), Compliance, and Audit modules can now directly enable or disable the following features without needing assistance from the support team:

• Inline Updating for Actions
• Inline Updating at Node Level
• Dates Rollup Feature

To Enable/Disable These Features:

Step 1: Log in to Pulse as an Admin of the relevant module (CPR, CPR (AH), Compliance, or Audit).

Step 2: Navigate to: Admin > System > General Settings > Hierarchy Specific Settings

• Scroll to the bottom of the page to locate the new configuration keys.
• Check a key to enable the feature or uncheck to disable it.

Step 3: Click ‘Save Configuration’ to save the changes.

2. eLearning Module

2.1 Spotlight Weekly Digest – Supervisor

Overview

The Spotlight Weekly Digest – Supervisor, previously available under HR Core, is now located under the System Security module, offering new and extended functionalities designed to provide supervisors with more actionable insights about their teams.

In addition to the current weekly summary covering Upcoming Birthdays, Work Anniversaries, Employee Commencements, and End of Employment, Pulse is introducing a new summary topic: Expiring Accreditations.

Expiring Accreditations

• This new option can now be enabled to include "Expiring Accreditations" of their direct reports in the digest.
• Includes a dynamic link {StaffAccreditationsLink} which takes them directly to the Staff Accreditations page, where they can view accreditation details for their direct reports.
• Note: The {DigestContent} placeholder will include all events occurring within the selected timeframe.

Select day to send this weekly digest on

• This option allows admins to choose which day of the week (Monday–Sunday) the digest should be sent.

Include Events Which Occur Within the Next X Days

• Define the lookahead period (default is 28 days).
• This option will allow the digest to include only events (e.g., birthdays, commencements, expiring accreditations) falling within this period.

Send Digest Only If There Are Upcoming Events

• When enabled, the digest will not be sent unless at least one qualifying event exists in the defined lookahead window.
• Helps reduce unnecessary emails when there’s nothing to report.

Steps to Configure

1. Navigate to Manage Notifications page
2. Click + Add a new notification

3. Select Pulse Security from the Module dropdown and choose the notification “Spotlight Weekly Digest – Supervisor”

4. Configure the notification by selecting all essential fields, then save it to activate and schedule the digest.

An email will be sent to the supervisor containing a list of selected events occurring within the defined timeframe. The events are grouped by timeframe (e.g., next 7, 14, or 28 days), and organised by staff members and event types.

3. eRecruitment Module

3.1 Introduction/Changes to "Work Arrangement"

Overview

As part of our ongoing enhancements to improve flexibility and alignment with third-party job advertisement platforms, a new Work Arrangement attribute has been introduced to the Recruitment module. This update ensures consistent handling, display, and integration of work arrangement values such as On-site, Remote, and Hybrid across internal systems and external platforms like SEEK and Linkedin.

Key Features & Enhancements

Admin Configuration

• A new Work Arrangement attribute is now available in the Job Ad Attributes section of the admin panel.
• Admins can add, edit, and map values (On-site, Remote, Hybrid) to SEEK and LinkedIn specific values.
• Mappings follow SEEK and LinkedIn standards. A “None” (---Select---) option is also available.
• Attributes linked to jobs are locked for editing or deletion to maintain data integrity.

Job Details View

A new optional Work Arrangement field is displayed below Employment Type.

If set in the position requisition template, the value is pre-filled and editable in this view.

The selected value is propagated across below platforms:

• Pulse Internal and Pulse External
• SEEK
• LinkedIn

Note: Please get in touch with Pulse Support to configure Work Arrangement Field mapping from Position Requisition template to Job details.

Job Listing and Pulse Job Board Enhancements

• Work Arrangement Filter: Available in More Filters section of Job Listings page.
• Job Board Filter: Users can filter by Work Arrangement on Pulse job board sites.

4. Performance Management

4.1 Goal Due Dates in Employee Performance Management

Overview

This functionality introduces the ability to assign due dates to individual goals during the performance review process, allowing reviewers and reviewees to define clear deadlines for each goal, encouraging timely progress and improved accountability.

1. Steps to enable Goal Due Dates

1. Navigate to Performance Module > Admin Menu > General Settings

2.  Find the new "Goal Due Dates" tile and enable the "Enable Due Date" checkbox

Note: This due date setting only applies to the selected Review Period. If you would like to enable this feature for multiple Review Periods, it needs to be enabled for all of those Reivew Periods.

2. Reviewer – Assign Due Dates

1. Login as a reviewer
2. Go to the Reviewer Dashboard
3. Select a staff member > Click on the Set Phase

4.  Click + Add a Smart Goal

5.  Add a goal and assign a due date

6.  Click Save

Note: Once all goals are added, click Finalise to complete the Set Phase.

3. Reviewee – Track and Update Goals

1. Login as the reviewee
2. Navigate to your assigned goals -> My Goals page
3. Update your goals before the defined due date

Note: Reviewees can also assign due dates when drafting their own goals.

The due date will be visible to both reviewers and reviewees across all relevant pages where goals are displayed or managed.

In the next release, we will introduce reminders to notify both reviewers and reviewees of upcoming or overdue goals, helping ensure timely updates and goal completion.

Issues resolved

Corporate Planning & Reporting Module

• Fixed an issue where the Carry Forward action status config key was not considered, causing actions with deselected status types to still carry forward during the rollover process.

Learning

• Fixed an issue where Supervisors were unable to view an Indirect Report's Learning Profile.

• Fixed an issue where adding and removing session periods in an existing training session did not update the Training Session Start Date, leading to an incorrect start date when pre-populating via the 'SessionDetails' placeholder field.

• Fixed an issue where removing an attendee from a session did not remove them from 'upcoming sessions.'

• Fixed an issue where, when editing course content, the label component in full-screen mode did not utilize the available vertical screen space.

Onboarding

• Fixed an issue where the Staff Tasks Due Date was not displayed for a specific user after changing the form in the Onboarding Task.

HR Core

• Fixed an issue where positions were prematurely removed by a day.

Performance Reporting Framework

• Fixed an issue where the calculated indicator displayed the current filtered actual instead of the correct actual for that period.

Project Management & Control

• Fixed an issue where Pulse encountered an error when providing an approval decision comment with too many characters.

• Fixed an issue where the Document Generator did not properly adhere to style pane configurations.

Enterprise Performance Management

• Fixed an issue where the Performance Review Card on the Homepage prioritized displaying the probation period even when the user was also in a regular appraisal period.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Corporate Planning & Reporting Module

1.1 Enhancements to Actions, Tasks, and Service Area Page

The CPR, CPR (AH), Compliance, and Audit modules now include improvements to the Actions, Tasks, and Service Area pages.

a) New filters on the ‘My Actions’ page:

• Year
• Org Hierarchy
• Strat Hierarchy
• Reporting Period
• Responsible Officer
• Authorising Officer
• Exclude Not Reportable Actions
• Only Show Actions With No Updates
• Custom Flags
• Primary Hierarchy Legislations (‘Compliance’ module only)
• Action Additional Attributes (fields with ‘Lookup’ data type only)

To view:

Step 1: Log in to Pulse and navigate to the CPR/CPR (AH)/Compliance/Audit module.

Step 2: Go to Hierarchy-Left Menu > My Actions> Actions tab, then expand the filter section.

You will now see the above filter options in the main filter panel and under the ‘More Filters’ drop-down.

b)  New filter on the ‘View All Actions’ page:

• Primary Hierarchy Legislations (‘Compliance’ module only)

To view:

Step 1: Go to Hierarchy-Left Menu > View All Actions, then expand the filter section.

The new filter is available in the ‘More Filters’ dropdown.

c)  New filters on the ‘Action Authorisation’ page (visible when action authorisation is enabled).

• Year
• Org Hierarchy
• Strat Hierarchy
• Reporting Frequency
• Reporting Period
• Authorising Officer
• Exclude Not Reportable Actions
• Only Show Actions With No Updates
• Custom Flags
• Primary Hierarchy Legislations (Compliance module only)
• Action Additional Attributes (fields with ‘Lookup’ data type only)

To view:

Step 1: Go to Hierarchy-Left Menu > Action Authorisation, then expand the filter section.

You will see the filters in the main panel and ‘More Filters’ dropdown for both ‘My Action Authorisation Review’ and ‘Admin Action Authorisation Review’ tabs.

d)  New filters on the ‘Action Comments Approval’ page (visible when workflow approval is configured).

• Primary Hierarchy Legislations (‘Compliance’ module only)
• Action Additional Attributes (fields with ‘Lookup’ data type only)

To view:

Step 1: Go to Hierarchy-Left Menu > Action Comments Approval, then expand the filter section.

Filters appear in the main panel and ‘More Filters’ dropdown for ‘My Action Comments Approval’ and ‘Admin Action Comments Approval’ tabs.

e)  New filters on ‘View All Tasks’ page (when configured):

• Year
• Org Hierarchy
• Strat Hierarchy
• Reporting Frequency
• Reporting Period
• Responsible Officer

To view:

Step 1: Go to Hierarchy-Left Menu > View All Tasks, then expand the filter section.

Filters are available in the main panel and ‘More Filters’ dropdown.

f)  New filters on the ‘My Service Areas’ and ‘All Service Areas’ pages:

• Only Show Service Areas With No Updates
• Legislation (‘Compliance’ module only)
• Additional Attributes (fields with ‘Lookup’ data type only)
• Due Date Exceeded
• Adjusted Due Date Exceeded

To view:

Step 1: Go to Hierarchy-Left Menu > My/All Service Areas, then expand the filter section.

These filters are available in the ‘More Filters’ dropdown for all hierarchy-level tabs.

g)  New ‘Enable column resize’ option on the ‘My Service Areas’ and ‘All Service Areas’ pages:

To use:

Step 1: Go to Hierarchy-Left Menu > My/All Service Areas > More options

You can now see the ‘Enable column resize’ option added to the context menu.

Step 2: Click ‘Enable column resize’

You can now adjust column widths by clicking and dragging the column borders.

1.2 Ability to remove action progress updates

The administrators of CPR, CPR (AH), Compliance, and Audit modules now have the ability to delete action progress updates. This enhancement allows them to remove any erroneous updates—whether they were made manually or generated via carry-forward action comments—without the need to contact the Support team.

To use the ‘Remove Action Progress Updates’ feature:

Step 1: Log in as Admin user to the CPR/CPR (AH)/Compliance/Audit module and navigate to Admin > System

You will now see a new tile ‘Remove Action Progress Updates’ under the System section.

Step 2: Click ‘Remove Action Progress Updates’

A new page titled ‘Delete Action Progress Updates’ will appear, preloaded with all progress updates made for the current reporting year, grouped by action.

Step 3: Select ‘Year’, ‘Reporting Frequency’, and ‘Reporting Period’, then click ‘Apply’ to filter specific periodic progress updates.

Step 4: Alternatively, start typing the action code or name in the top-right search bar and select the matching action from the dynamically populated dropdown list to filter progress updates for a specific action.

Step 5: Select the progress updates you want to delete by ticking the relevant checkboxes, or click the ‘Select All’ checkbox at the top to delete all updates that match the selected criteria.

Note: You can also use the page navigator or click ‘More Options’ to increase the default page size and view all updates.

Step 6: Click the ‘Delete {no of updates} Selected’  

Step 7: Click ‘OK’ to confirm the deletion or ‘Cancel’ to abort the action.

Note: This deletion is permanent and cannot be undone. Ensure that the selected updates genuinely need to be deleted before confirming.

Step 8: Once you click ‘OK’, the system will permanently delete the selected progress updates—including progress, status, periodic and annual comments, update icon status, last updated date, completed date, additional attribute values, performance measures, attachments, and any existing authorisation history—from the linked actions. A confirmation message will appear just below the user profile photo.

Note: If you need to delete progress updates from past years for a specific action, repeat this process for each reporting year.

If the latest update was deleted:
• Progress, status, comments, update icon, last updated date, etc., will be updated based on the next most recent progress update for the selected reporting year and period.
• The deleted progress updates will also be removed from the authorisation pages.
• The progress roll-up will regenerate automatically if the roll-up feature is enabled.

2. Enterprise Risk Management

2.1 Enhanced Risk Management Notifications

ERM module administrators can now configure notifications to alert Risk Area Owners, Risk Admins, or any specified additional users when risks are created, edited, reviewed, deleted, archived, unarchived, or unassigned, and when risk areas are deleted. This feature provides real-time visibility into risk and risk area management activities.

To use the ‘Notify recipients of when a risk is created’notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient of Risk Creation’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskCreatedBy} - Creator of the risk

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Check ‘Notify Admins of risk creation’ to alert ERM admins.

Step 6 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is edited’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient of risk edit’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskCreatedBy} - Creator of the risk
• {RiskEditedBy} – Editor of the risk

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Check ‘Notify Admins of risk edit’ to alert ERM admins.

Step 6 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is reviewed’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Risk Has Been Updated’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskCreatedBy} - Creator of the risk
• {RiskReviewedBy} – Reviewer of the risk

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Check ‘Notify admins when a Risk is reviewed’ to alert ERM admins.

Step 6 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is unassigned from Officer’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Risk unassigned from an officer’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskArea} -  Risk area
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {OldRiskOwner} - Previous risk owner
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskCreatedBy} - Creator of the risk
• {RiskAreaOwner} - Risk area owner

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 6 (Optional): Check ‘Notify Admins when a risk is unassigned’ to alert ERM admins.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is archived’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient when a Risk is archived’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskCreatedBy} - Creator of the risk
• {RiskArchivedBy} – Archiver of the risk

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Check ‘Notify Admins of the Risk Archiving’ to alert ERM admins.

Step 6 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is unarchived’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient when a Risk is Unarchived’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskLink} - Link to the created risk
• {RiskCode} – Risk code
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskCreatedBy} - Creator of the risk
• {RiskUnarchivedBy} – User who unarchived the risk

Step 4 (Optional): Use the risk filter options below the content area to apply specific filter values. To notify on all risks, keep default (select all). Multiple filters are combined using the AND condition.

Step 5 (Optional): Check ‘Notify Admins of the Risk Unarchiving’ to alert ERM admins.

Step 6 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 7: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk is deleted’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient of Risk Deletion’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskArea} -  Risk area
• {RiskDescription} – Risk description
• {RiskOwner} - Current risk owner
• {RiskDeletedBy} – User who deleted the risk
• {RiskCode} – Risk code
• {RiskCreatedBy} - Creator of the risk
• {RiskAreaOwner} - Risk area owner

Step 4 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 5 (Optional): Check ‘Notify Admins of the Risk Deletion’ to alert ERM admins.

Step 6: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

To use the ‘Notify recipients of when a risk area is deleted’ notification:

Step 1:  Log in to the ERM module as an Admin user.

Step 2:  Go to Admin > System Settings> Manage Notification > click ‘Manage Notification’ > click ‘+ Add a new notification’ > select ‘Risks’ from ‘Module:’ > select ‘Notify recipient of Risk Area Deletion’ from ‘Notification:’

Step 3: Customize the default text under ‘Title’ and ‘Content’ using available placeholders listed under ‘Available Placeholders’. Use the formatting options in the content toolbar. Placeholders:

• {FullName} - Full name of the user
• {FirstName} - First name
• {LastName} - Last name
• {JobTitle} - Job title
• {Email} – Email address
• {Link} – Link to Pulse ERM home
• {RiskArea} -  Risk area
• {RiskAreaOwner} - Risk area owner
• {RiskAreaDeletedBy} – User who deleted the risk area
• {RiskDetails} – Risk details

Step 4 (Optional): Check ‘Notify Admins when a Risk Area is deleted’ to alert ERM admins.

Step 5 (Optional): Add additional recipients in ‘Other email addresses (comma separated)’ using commas to separate addresses.

Step 6: Click ‘Cancel’ to discard changes, ‘Preview’ to view the notification layout, or ‘Save’ to apply the configuration and activate notifications.

3. eRecruitment Module

3.1 Introducing Email Verification for Candidate Account Creation

Pulse has introduced an email verification step as part of the candidate account creation process to enhance data security and reliability.

What's New:

• Candidates are now required to verify their email address before completing registration.
• This ensures the use of valid email accounts and prevents unauthorized or duplicate registrations.

Step 1: The candidate selects a job they wish to apply for, enters their email address, and clicks Continue.

Step 2: This will open the "Enter Your Verification Code" pop-up.

If the candidate does not receive the verification code, they can click on the "Did not receive the verification code? Resend Code" button. This will trigger the system to send a new verification code to the entered email address.

Step 3: The candidate will receive a verification code at the email address provided.

Step 4: The candidate enters the verification code in the pop-up and clicks Verify to continue with the account creation process.

Upon successful verification, the candidate is redirected to the Candidate Account Creation page, where they can fill out their personal details and complete the registration process before proceeding with the job application.

3.2 Enhanced Candidate Profile Management for RCM Admins

This feature enhancement allows RCM Admins to update key candidate details such as first name, last name, email address, and phone number in the candidate profile. It helps candidates keep their contact information up to date and enables admins to maintain accurate records. With easier updates to personal details, both candidates and admins benefit from smoother communication. Once a profile is updated, all previously submitted application forms and future communications will reflect the changes automatically.

Step 1: Navigate to the Candidate's profile, then click the Edit button to update the details.Example: All Candidates page, which is one of the pages where you can view a candidate’s profile. From there, click View Candidate to open the candidate profile.

Step 2: Update details such as First Name, Last Name, Email Address, or Phone Number, then click the Save button to apply the changes.

Once a profile is updated, all previously submitted application forms will reflect the changes automatically.

Issues resolved

Corporate Planning & Reporting Module

• Fixed an issue where the "Action Update Escalation - Run Once" notification was not sent if the deadline date was earlier than the run date.
• Fixed an issue where changing the status value from 0% to 99% in either the main or an additional hierarchy's General Settings caused the other hierarchy to revert to the 'Completed' status.

Learning

• Fixed an issue where session invitations with multiple periods were overwriting each other.
• Fixed an issue where a specific user was not assigned the correct booking status when added to a training session.

Enterprise Risk Management

• Fixed an issue where an error occurred when downloading the Risk Area Report template in the Document Generator.

Recruitment

• Fixed an issue that prevented viewing of checks against a candidate.
• Fixed an issue where editing an offer letter after adding it caused header text to enlarge.

HR Core

• Fixed an issue where the organisational chart did not display a scroll bar when there were many direct reportees.

Project Management & Control

• Fixed an issue where the approval banner did not appear when initially opening a project on the first form.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. HR Core

1.1 New "Additional Positions" Column Feature

Overview:

This functionality introduces a new Additional Positions column and the ability to manage and display staff positions efficiently in various pages and reports. The new feature will provide users with an enhanced view of staff positions, both primary and additional, and includes configuration, sorting, filtering, and export capabilities.

To use this enhanced feature:

Step 1: Navigate to the Report

• Go to the Manage Employees Page

Step 2: Select the Column Configuration

• Click on the Column Configuration option.
• This will open the Column Configuration Pop-up.

Step 3: Configure the Column

• In the Column Configuration Pop-up, you will see two sections: Available Columns and Enabled Columns.
• From the Available Columns section, locate and drag the Additional Positions column to the Enabled Columns section.

Step 4: Save the Configuration

• Once you have moved the Additional Positions column to the Enabled Columns section, click Close to save the changes.

Step 5: Apply Filters

• Navigate to the More Filters option to apply filters for the Additional Positions column.
• In the More Filters pop-up, search for the Additional Positions filter.

• You can filter based on Position Number or Position Name.

• Once the filter is applied, the report will display only those employees that meet the filter criteria.

Note:

• The Additional Positions column can be added when creating a view and is also available for exporting to Excel. When exporting, the column will be included in the export file as well.

1.2 Position Centralisation

Overview:

We are excited to introduce the Position Centralisation feature, designed to enhance position management by consolidating key position-related information in a centralised view.

Key Features:

• Centralised Position Information – All position details are stored in one centralised location, improving visibility and management.
• FTE & Assignments Tracking – Capture Full-Time Equivalents (FTEs) and their assignments to accurately reflect workforce distribution.
• Position Description Document – Store and manage detailed position descriptions for clarity and consistency in role expectations.
• Extended Information Capture – Add additional attributes to capture more comprehensive position-related data as required.
• Integrated View from Other Modules – Position records now display key information from other Pulse modules:

     - Learning Module: View relevant accreditations and training pathways associated with the position.

     - Delegations Module: See assigned delegation responsibilities linked to the position.

     - Policies Module: Track policies assigned to each position for compliance and governance.

• Enhanced Reporting Capabilities – New reporting features provide deeper insights into position data for better decision-making.
• New Position Organisation Chart – A visual representation of the organisational structure helps in understanding reporting lines and position hierarchies.

Learn more about this feature in this Knowledge Base Article.

2. eLearning Module

2.1 Marking Course Completion Feature

Overview:

This new feature enables users to mark a course or a course package as complete, even if the course status is "Not Started" or "In Progress" in the eLearning report. Upon marking the course or all courses in a package as complete, a confirmation pop-up will display key details regarding the changes, and the course status will be updated accordingly. This functionality helps ensure accurate reporting and maintains clear records of course completion.

How to Enable and Use the "Mark as Complete" Feature:

Step 1: Navigate to the eLearning Report

• Navigate to the Reports menu and select the 'eLearning report' page.
• Locate the staff and the course you wish to mark as complete. Ensure that the course is currently in Not Started or In Progress status.

Step 2: Mark the Course as Complete

• Click the 'Mark as Complete' option next to the course.
• A confirmation pop-up will appear.

Step 3: Review the Confirmation

Review the details in the confirmation pop-up:

• The course outcome will be set to Pass.
• The score will be set to 100%.
• The status will be updated to Completed.
• Linked accreditations will be issued.

Step 4: Confirm or Cancel

• Click OK to confirm and apply the changes, or click Cancel to abort the process without marking the course as complete.

Step 5: View the Report

Once confirmed, the course completion details will be captured in the eLearning report:

• Course Outcome (set to Pass)
• Score (set to 100%)
• Time Spent on the course
• End Date (timestamped when the course was marked as complete)
• Marked Complete By (user who marked the course as complete)
• When the administrator hovers over the Pass Mark (100%) in the report, a tooltip will appear, providing the following details:
• Who marked the course as complete.
• When the course was marked as complete.

Step 6: Column Configuration for "Marked Completed By"

To add "Marked Completed By" as a column in your report:

• Navigate to the eLearning report page.
• Click on the "More" option in the top right corner of the page.
• From the dropdown menu, select Column Configuration.

• In the configuration settings, locate "Marked Completed By" in the Available Columns section.
• Drag "Marked Completed By" to the Enabled Columns section.

• Click Apply to all to apply the configuration changes to all users.
• A confirmation pop-up will appear. Click OK to confirm the changes.

• The "Marked Completed By" column will now be visible in your eLearning report, displaying the user who marked each course as complete.

Note: Export to Excel

• The "Marked Completed By" column can be exported to Excel when the administrator selects the Export to Excel option.
• This allows for easy offline tracking and reporting of who marked each course as complete.

Step 7: Filter by "Marked Completed By"

To filter by "Marked Completed By":

• Navigate to the Filter options on the eLearning report page.
• Select More Filters.
• Locate and select the "Marked Completed By" filter.

• Apply the filter to view courses marked as complete by specific users.

3. eRecruitment Module

3.1 Enhanced Job Ad Description Generation with AI

Overview:

We’ve introduced a new feature that enhances the job ad description generation process, making it more structured and polished. This feature allows users to create job ads efficiently by leveraging AI-generated content that is refined for clarity and precision.

How to Use the New Feature:

Step 1: Navigate to the Job Listing Page

• Go to the Job Listing page within your platform.

Step 2: Add or Edit a Job

• Click on +Add Job to create a new job ad or select an existing job and click Edit.

Step 3: Navigate to the Job Details Section

• In the job editing view, locate the Job Details section.

Step 4: Add or View/Edit Ad Description

• Click on the Add Ad Description button to add a new description or click View/Edit Description to modify an existing ad description.

Step 5: Ad Description Pop-Up

• A pop-up will appear where you can add or edit the ad description.

Step 6: Generate with AI

• Click on the Generate with AI button. This will load the AI-generated description pop-up.
• Add the job-related description in the prompt section and select Generate to create the job ad description.
• Once the description is generated, you can further update the prompt to refine the content and regenerate if needed.

Step 7: Result

• The AI-generated response will now be refined and formatted to provide you with a professional and well-organized job description, ready to be used in your job listings.

Issues resolved

eLearning

• Fixed an issue where learning progress was not updated correctly when completing a specific SCORM course using Safari on an iPad.
• Fixed an issue where the 'E-Learning Course Completed' notification was sending duplicate notifications to contributors.
• Fixed an issue where, when a user was deleted from a single training session linked to a training request with two sessions, the user was removed entirely and could not be added to the other session.
• Fixed an issue where multiple accreditation records were created upon SCORM course completion on the user accreditation report page.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Delegations & Policies Register

1.1 Ability to configure a Policy Acknowledgement Statement

DPR administrators can now configure a Policy Acknowledgement Statement using a rich text editor. This allows administrators to create custom text with tailored formatting, embed hyperlinks, and include images. This enhancement streamlines policy communication while enabling efficient tracking of user acknowledgments.

To enable and use this feature:

Step 1: Log in to Pulse as a DPR Admin user and navigate to the DPR Module.

Step 2: Navigate to Admin > System > General Settings > Policies.

A new configuration section, ‘Policy Acknowledgement Statement,’ is now available just below the ‘Policy Flags’ section

Step 3: Add the required text, links, images, and other elements to the statement area.

Use the arrow keys to navigate and scroll through the content of the statement.

Use the toolbar to format and customise your statement as needed.

Step 4: Click ‘Save.’

Step 5: Log in to DPR as a normal user assigned to a policy requiring acknowledgment.

Step 6: Navigate to the Policies menu > My Policies.

Assigned policies are listed with a light blue ‘Acknowledge’ button, enabling you to acknowledge them.

Step 7: Click ‘Acknowledge.’

The configured statement will now appear in the Policy Acknowledge pop-up.

Step 8: Select the checkbox labeled ‘By checking this box, you are agreeing that you have read and understood the above Policy Acknowledgement.’ and then click ‘Confirm Acknowledgement.’

1.2 Improved Delegation Importer: Checkbox to Control Position Changes in Legal Firm Import

A new ‘Do not add, update, or delete positions against the delegations’ checkbox has been added to the Legal Firm Import option in the Delegation Importer.

• The checkbox is checked by default to prevent unintended position changes during imports.
• When checked, the ‘Position No’ column in the Excel template is ignored, ensuring no positions are added, updated, or removed.
• When unchecked, the Delegation Importer follows existing functionality.

This feature is available to Delegations and Policy Administrators and can be accessed via: Admin > Delegations > Import Data > Import Delegations > Legal Firm Import

The screenshot below highlights the new checkbox:

2. HR Core

2.1 Improved Manage Employees Page with Position Details

A new column, 'Number of Positions,' is now available on the Manage Employees page for module administrators in HR Core. This column provides a clear count of active primary and additional positions for each employee and allows users to access detailed position information by clicking on the number.

Step 1: Navigate to the 'Manage Employees' page and click on the 'Configure Columns' option.

Step 2: In the column configuration pop-up:

• Select 'Number of Positions' from the Available Columns section on the left.
• Drag it to the Enabled Columns section on the right.
• Close the pop-up to save the changes.

Step 3: The 'Number of Positions' column will now appear in the Manage Employees table.

• The column will display the number of active primary and additional positions against each employee.

Clicking on the number will:

• Open the Employee Profile pop-up.
• Navigate directly to the Work Details tab, displaying detailed information about the positions.

Filter Options for 'Number of Positions'

Administrators can also filter employees based on the number of active positions using the More Filters option:

Step 1: Navigate to the Manage Employees page and click on the 'More Filters' option.

Step 2: In the More Filters section:

• Locate the 'Number of Positions' filter.
• Select the specific number of positions (e.g., 1, 2, 3, etc.) from the dropdown menu.

• Click Apply to filter the table.
• The table will now display employees with the selected number of active primary and additional positions.

Note: The 'Number of Positions' column is fully supported in the Export to Excel functionality, allowing administrators to include position-related data in their reports.

Issues resolved

Corporate Planning & Reporting and Additional Hierarchies

• Fixed an issue where saving the 'Add new action' window without entering a name caused the save button to spin indefinitely.
• Fixed an issue where Adjusted Due Date and Completed Date were displayed in draft actions even when their config keys were turned off.

eLearning

• Fixed an issue where deleted users still appeared in the Users Accreditation Report when the "Show Deleted Users" filter was disabled.

Enterprise Risk Management

• Fixed an issue where ERM users were unable to add controls when adding a risk.

eRecruitment

• Fixed an issue where the 'Application' placeholder was not working in application received notifications.

Onboarding

• Fixed an issue where the "Allow User Attachments" setting could not be disabled for Organisational/Staff Tasks.

Project Management & Control

• Fixed an issue where notifications contained typos and misplaced quotation marks.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Delegations & Policies Register

1.1 Request Delegations Feature

Delegations and Policy administrators now have the ability to enable and configure functionality allowing users to request one or more additional delegations for their own, or another, position. Delegation requests are processed through a configurable workflow that supports multiple approval levels before assigning delegations to the requested position. Approvers can approve or reject each individual delegation within the overall set of requested delegations, providing feedback as to why a delegation was rejected, if necessary.

As there may be cases where a user must select a specific person from a list of possible approvers, additional, optional, functionality has been added to enable administrators to set up a custom, cross functional user group of approvers that users can select from.

To enable and use the Request Delegations feature:

Step 1: Login to Pulse as a DPR Admin user and navigate to the DPR Module.

Step 2: Navigate to Admin > System > General Settings > Delegations and Compliance.

A new configuration section, ‘Delegation Requests,’ is now available below the ‘General’ section.

Step 3: Check the ‘Turn on request delegation feature’ check box:

The two checkboxes below, along with the dropdown, will be enabled.

Step 4: Check either ‘Allow Users to Request Delegations for their Position’, or ‘Allow Users to Request Delegations for Any Position’, to allow relevant permissions.

Note: Enabling ‘Allow Users to Request Delegations for Any Position’ also selects ‘Allow Users to Request Delegations for their Position’, which cannot be deselected independently.

Step 5:  (Optional) To allow users to select an approver from a user group for first-step approval, choose a user group from the 'Allow Users to Select an Additional Approver from a User Group' dropdown.

Step 6: Click ‘Save’.

Step 7: Navigate to the Delegations menu to view the newly added options in the left-hand menu.

Normal users’ left-hand menu:

Admin users’ left-hand menu:

Step 8: Log in to Pulse as a DPR normal user and go to DPR Module > Delegations Menu > My Delegation Requests and Click ‘+ Request Delegation’

The ‘Requested For Position’ dropdown will display the logged-in user's current position by default.

Step 9: To request delegations for a position other than your own, choose the desired position from the ‘Requested For Position’ dropdown.

Note: To enable requesting delegations for positions other than your own, the Admin must grant the ‘Allow Users to Request Delegations for Any Position’ permission as outlined in step 4.

Step 10: In the ‘Justification’ section, provide a sound reason for the request.

Step 11: (Optional) From the 'Approver' dropdown, select the user responsible for the first-step approval.

Step 12: Click '+ Select Delegation' to search for and add delegations to your request.

Step 13: Scroll through the delegation list to select the necessary delegations for your request. Alternatively, use the 'Filters' option to apply a 'Category' filter or the search bar to find delegations by code, name, or a combination of both.

Step 14: Click 'Save' to add the selected delegations to the request.

Step 15: (Optional) Use the search bar to locate added delegations and click 'Remove Delegation' to delete them from the request.

Step 16: Click 'Submit'.

Step 17: Log in to Pulse using the first approver's credentials and navigate to DPR Module > Delegations Menu > Pending Approvals. Alternatively, use the workflow notification links to access this page, if configured.

Under the ‘My Pending Approvals’ tab, you can view delegation requests pending your approval.

With a supervisor role, you can access your direct reports’ pending approvals under the ‘Supervisor Pending Approvals’ tab.

If you have admin access, all users’ pending approvals are available under the ‘Admin Pending Approvals’ tab.

Step 18: Click 'Make Decision'.

Step 19: Review the request, select the delegations to approve by checking the appropriate checkboxes, and click 'Save'.

Step 20: (Optional) Add a comment about your approval decision, then click 'Submit'.

Note: Delegations not selected here will be rejected and cannot be approved by the next approver, though they will remain visible. If all delegations are rejected, the entire request will be rejected and will not proceed to the next approver in the workflow.

Step 21: Repeat steps 17 to 20 by logging into Pulse using the credentials of the second, third, or subsequent approvers, depending on the configured workflow steps.

Step 22: Once all approval levels are completed, log into Pulse with the delegation requester’s credentials and navigate to the ‘My Delegation Requests’ page. Alternatively, access this page using the workflow notification links, if configured.

You can view a summary of each request, including the requested date, completion date, and approval status.

Step 23: (Optional) Use the 'Filters' option to apply filters such as Position, Status, Requested Date, or Finished Date, or use the search bar to find requests by ID, justification, or a combination of both.

Step 24: (Optional) Click on any row to view the details of the selected request.

Step 25: (Optional) To view delegation request details and outcomes, click 'Delegation Request'. For approval summaries, click 'Approval Decision History' and navigate to the 'Approvals' tab. For detailed approval information, go to the 'Details' tab.

You can view each approver’s decision for every delegation at each workflow step.

Step 26: (Optional) If you have Admin access, go to Delegations Menu > All Delegation Requests.

In addition to the features outlined in steps 22 to 25 for ‘My Delegation Requests,’ you can view all delegation requests from all users here, along with an additional ‘Requested By’ column.

Step 27: Go to Delegations Menu > Delegations > My Delegations and click the ‘Not Acknowledged’ tile (blue). Alternatively, click the delegation acknowledgment notification link to access this page.

Approved delegations are now listed with a light blue ‘Acknowledge’ button, enabling you to acknowledge them.

Note: Each data grid on these newly added pages includes standard features such as pagination, page size control, column configuration, column resizing, and Excel export. Additionally, clicking on a delegation row will navigate to the delegation details page.

To set up an approval workflow and optionally configure user groups, follow the steps below:

Step 28: Login to Pulse as a DPR Admin user and navigate to the DPR Module.

Step 29: Go to Admin > System > Click ‘Manage Workflow Statuses’ tile

Step 30: (Optional) Click ‘+ Add New Status’ to add a new status in addition to the default ones listed. These added statuses will be used for configuring the workflow in steps 44-46.

Step 31: Enter a suitable name for the new status, select a background and font color using the color picker by clicking the box below each, and then click ‘Add’.

The pencil icon can be used to edit their name, font, or background color, and the delete icon can be used to remove them.

Step 32: (Optional) To create custom user groups for use in approval workflows, go to Admin > System and click the ‘Manage User Grouping’ tile. These groups can be used in workflow steps, and one group can be configured to let users select an approver for the first step, if needed.

Step 33: Click ‘+ Add Group’

Step 34: Enter a unique name for the user group and click ‘Add’.

Step 35: Click ‘Manage Members’.

Note: Click the pencil icon to edit the user group name or the delete icon to remove the user group.

Step 36: Click ‘+ Add Member’.

Step 37: Select Type as 'User' and choose a user from the User dropdown, or select Type as 'Position' and choose a position from the Position dropdown. Then, click ‘Add’.

Step 38: Repeat this process to add more members (users, positions, or a combination of both) to the group as needed. Click the delete icon to remove any added members.

Step 39: Go to Admin > System > Click ‘Delegation Requests Workflow’ tile.

Step 40: Click ‘+ Create Workflow’.

Step 41: Enter a suitable name for the workflow, and then click ‘Add’.

Step 42: Click ‘+ Add a step’ and select ‘Request an approval’ to assign a review to an employee or role, allowing them to approve, reject, or request rework.

Step 43: Enter a name for the ‘Step name’.

Click the ‘Approver’ dropdown and select either ‘Selected By Requestee’ or a specific user group under the ‘User Group’ category or a specific user under the ‘Users’ category.

Note: To allow users to choose the first approver from a user group, select ‘Selected By Requestee’. Additionally, configure the ‘Allow Users to Select an Additional Approver from a User Group’ key by selecting a user group (see step 5).

Step 44: Click the ‘Set approval status while awaiting approver's action’ dropdown and select a status.

Step 45: Click the ‘Approved Status’ under ‘Set approval status based on approver's decision’ and select a status.

Step 46: Click the ‘Rejected Status’ under ‘Set approval status based on approver's decision’ and select a status.

Step 47: (Optional) Toggle ‘Notify Approvers’ to ‘ON’ to configure a notification for the approver. Use the toolbar and copy placeholder options to customise the notification, then click ‘Save’.

Step 48: (Optional) Toggle ‘Notify submitter when approval is Approved’ to ‘ON’ to configure a notification for the submitter upon approval. Use the toolbar and copy placeholder options to customise the notification, then click ‘Save’.

Step 49: (Optional) Toggle ‘Notify submitter when approval is Rejected’ to ‘ON’ to configure a notification for the submitter upon rejection. Use the toolbar and copy placeholder options to customise the notification, then click ‘Save’.

Step 50: Click ‘Save’.

Step 51: (Optional) To add more approval steps, repeat Steps 42 to 50 as needed.

Step 52: (Optional) Click ‘+ Add a step’ and select ‘Send a notification’ to configure a message for employees or external email addresses.

Enter the step name, select recipients from the dropdown, and specify direct email recipients. Use the toolbar and placeholder options to customise the notification, then click ‘Save’.

Step 53: (Optional) Click ‘+ Add a step’ and select ‘Set status’ to define the workflow status, which can be used to mark auto-approval.

Enter the step name, select the status from the dropdown, and click ‘Save’.

Step 54: Click ‘+ Add a step’ and select ‘Assign delegations to position’ to assign delegations to positions upon approval, and then click ‘Save’.

Step 55: (Optional) Click on a workflow step card and drag it to reorder steps. Use the pencil icon to edit a step, the delete icon to remove it, or click the ellipsis button and select ‘Rename Workflow’ to change the workflow name.

Step 56: Click ‘Publish’.

Step 57: (Optional) Click the download icon to export the workflow as JSON for import, the pencil icon to edit the workflow, or the delete icon to remove it.

Step 58: Click ‘Select a workflow to use for Delegation Requests:’ and choose the desired workflow from the dropdown menu.

Step 59: (Optional) To track the current status of workflow instances, go to Admin > System and click the 'Workflow Report' tile.

The Status column will display the current status of the workflow instance (In Progress, Completed, or Failed).

Step 60: (Optional) By clicking on a specific workflow instance, a pop-up window will show detailed, step-by-step information, including the status of each step.

Issues resolved

eLearning

• Fixed an issue where the accreditation expiration date was not generated when the session owner marked attendee(s) as having attended a training session linked to an accreditation with a default expiry configured.
• Fixed an issue where completing a course package duplicated eLearning records.
• Fixed an issue where a completed eLearning course did not automatically create an accreditation if the user had the same accreditation archived in the past.

Onboarding

• Fixed an issue where the Supervisor's 'My Staff' and 'My Staff Tasks' features did not work when the 'Use Forms 2.0' key was enabled.
• Fixed an issue where a newly created user was not displayed immediately after being created via the portal.

Performance Reporting Framework

• Fixed an issue where multiple KPIs were calculated incorrectly.

Project Management & Control

• Fixed an issue where tasks could not be bulk updated.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. eRecruitment Module

1.1 SEEK Integration Upgrade

We have introduced new features will make posting high-quality job ads to SEEK easier than ever, the features include:

• Job Ad Preview – Correct any errors before posting with Job Ad Preview. See exactly how your ad will appear on both mobile and desktop formats, allowing you to refine content and layout for a professional, engaging presentation that attracts the right candidates.
• Dynamic Ad Type – Choose from available ad types and view pricing in your local currency, simplifying budget planning for each post.
• Brand Selection – If your business advertises under multiple brands, you can now choose the correct logos and cover images directly within Pulse, ensuring brand consistency across all roles without needing to leave the platform.

These features will be available without any additional setup. Once live, you'll be able to post SEEK job ads with these enhanced tools immediately.

For more information, feel free to contact our Support team or reach out to your SEEK Account Manager.

2. Project Management & Control Module

2.1 Configurable “Cost” Field in Project Tasks

PMC administrators now have the ability to configure a currency-type “Cost” field within Project Tasks. This feature allows PMC users to add, view, edit, import, and export task costs, with an option to roll up child task costs into the parent task.

To enable and use the Cost feature:

Step 1: Login to Pulse as a user with PMC Admin access and navigate to the PMC Module.

Step 2: Navigate to Admin > System > Configuration.

Step 3: In the Project Execution section, check the “Enable Cost Feature on the Task” check box:

Step 4: Click “Save Configuration”.

Customise Display Name (Optional):

Step 5: View the Cost Field in Projects:

Go to Project Executions > Project Executions, and click the “View” button for a project.

Step 6: Open Project Tasks View:

In the project view pop-up, click the “Tasks” tab and go to the Tasks grid in the "Tasks" section.

The “Cost” column will now appear before the “Weighting” column.

Step 7: Add Parent Tasks with Cost:

Click on the “New Task” tab at the top left of the grid.

The “Cost” field will appear with a default currency value of $0.00.

Step 8: Enter Task Details:  

Enter the cost, task owner, and other attributes of Task, then click “Add Task(s)” and “Finish”. Make sure to click the “Save” button located at the bottom right of the grid.

The task’s cost will now display in the “Cost” column of the grid. This value will also be included in the following features:

• New Tasks From Template
• Download Import Template
• Import Tasks
• All task grids and reports
• Doc generator’s tasks table

Step 9: Add Child Tasks with Costs:

Click the ellipsis (three-dot) button in the rightmost column of a parent task, select “+ Add Sub-task”, and repeat Step 8.

Note: Parent task costs display in bold font, while child tasks display in regular font.

Step 10: Cost Roll-Up for Parent Tasks:

When adding child tasks, the parent task cost will automatically update to reflect the total of all child task costs, making the parent task cost read-only.

To view the breakdown of costs for a parent task, click the ellipsis button in the rightmost column, and select “Edit Task”.

This view will display all associated child tasks with their respective costs.

Issues resolved

Corporate Planning & Reporting and Additional Hierarchies

• Fixed an issue where saving while adding or editing an action does not provide a visual indicator.

Learning

• Fixed an issue with duplicate staff appearing in the Manage Training Session Attendance.
• Fixed an issue where admins were unable to add, verify, or renew accreditations in the User Position Accreditation Checklist Report.

eRecruitment

• Fixed an issue where Hiring managers and members could edit permissions on position checks by opening and closing them.

Forms

• Fixed an issue where users cannot submit forms if they have mandatory “Signature” fields.

HR Core

• Fixed an issue where employees, supervisors, HR, and email admins were unable to upload documents despite having the "Manage" permission in Manage Document Categories.

Enterprise Performance Management

• Fixed an issue where supervisors are automatically directed to another period to complete the set phase when the following period is not set on an appraisal period.

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. Pulse Security

1.1 The Audit export page has been moved to the Pulse Security left menu

Issues resolved

eLearning

• Fixed an issue where calendar invites duplicated when updated
• Fixed an issue where the page became stuck on 'Finalising' when assigning eLearning courses
• Fixed an issue where the 'Manage Training Session Attendance' page did not sort attendees in alphabetical order

eRecruitment

• Fixed an issue where dashes and bullet points appeared as question marks on Seek

Onboarding

• Fixed an issue where an onboarding task was still flagged as ‘outstanding’ in the Pulse Summary, even though it was completed
• Fixed an issue where updating a specific user’s organisational task during onboarding affected the template

HR Core

• Fixed an issue where the 'Set Phase' button still appeared under the Supervisor Dashboard's 'Performance' tab, even after the phase had been completed

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

1. eLearning Module

1.1 Ability to Revert Renewed Accreditation

The introduction of the "Undo Renewal" feature allows administrators and users to revert accreditations that have been renewed, effectively undoing the renewal process when necessary. This feature is particularly useful for maintaining accurate records and preventing unintended renewals.

Access: Available to Learners, Supervisors, and Admins with edit permissions, ensuring that only authorised users can perform the action.

Step 1: Navigate to the 'User Accreditation Report' page.

Step 2: Filter the accreditations by status "Renewed".

Step 3: Navigate to the staff member, select the accreditation that requires reverting, and click the ellipsis menu (three dots) -> "Undo Renewal" button.

Step 4: Clicking on the "Undo Renewal" button will prompt a confirmation. Once confirmed, the selected accreditation will revert to "Active" or "Expired" status, based on the expiry date.

Note: Undoing the renewal removes only the renewal details of an accreditation but preserves the original accreditation information.

Issues resolved

Audit

• Fixed an issue where 'Document Generator' did not filter on any hierarchy levels

Corporate Planning & Reporting

• Fixed an issue with a grammatical error in the 'Node Level' placeholder on the 'Progress Rollup Setup' page
• Fixed an issue where additional attributes with a space at the end were not considered in the template download file
• Fixed an issue with poor performance in the corporate measures report when using the level filter
• Fixed an issue where the 'Doc Gen - Business Plan' report downloaded a blank document when the CPI table was on and not linked to nodes
• Fixed an issue where 'Document Generator' did not filter on any hierarchy levels

Delegation & Policies Register

• Fixed an issue where the Pulse Summary 'delegation and policy to acknowledge' count showed all delegations and policies as assigned to the user when the user was not assigned to a position

eLearning

• Fixed an issue where the system sent calendar invitations for deleted learning sessions when sending calendar invitations to learning sessions
• Fixed an issue where the 'My Expiring Accreditations' tile on the Learning Homepage continued to display old accreditations even after they were renewed
• Fixed an issue where the eLearning Cancellation Request was not providing a timestamp on the Task & Approvals page

Enterprise Risk Management

• Fixed an issue where the ‘Risk Matrix’ report grid column formatting did not display all columns correctly
• Fixed an issue where the configuration key 'Auto move into Risk Area on Creation' was not working

eRecruitment

• Fixed an issue where mandatory fields in job application and position requisition forms could be hidden
• Fixed an issue where the questionnaire summary was stuck on the loading screen

Forms

• Fixed an issue where the Date field in tables appeared a day behind in PDFs sent through workflow notifications
• Fixed an issue where blank form submissions were sent as attachments in workflow notifications

HR Core

• Fixed an issue where supervisors with access to HR Core were unable to view profiles or create diary logs for their indirect reports

Project Management & Control

• Fixed an issue where the Forms 'Section' table did not show the attributes count per section
• Fixed an issue where the error message 'An item with the same key has already been added' appeared when adding a project child

Pulse Security

• Fixed an issue where the 'role name' configuration in the 'Actions Overdue Reminder' notification was not functioning correctly
• Fixed an issue where the 'Action Update Escalation' notification did not run unless all non-mandatory fields were filled in
• Fixed an issue where the Incidents module was missing from the role assignment pages
• Fixed an issue where users could not be deleted due to risks still being assigned to them in a disabled ERM module

The goal of the Customer Voting Portal is to balance new product development in line with customer requests while contributing to the long-term product roadmap. Each module has its own voting portal, directly accessible from the Admin pages in Pulse, and enhancement requests are transparent meaning it allows you to see the suggestions from other Pulse customers. If there is an enhancement you believe would be beneficial to other customers – speak with your network! We encourage you to use the portal as a platform to help communicate your needs as a user group. This will ensure Pulse delivers strategic and customer driven enhancements along with features to help align strategies, people, and organisational performance.

This update will be progressively rolled out over the next 2 weeks.

1. Learning Management System

1.1 Training Sessions and Attendance marking are getting an upgrade!

Training Sessions and Attendance marking are getting an upgrade!

To help meet the evolving needs of the Pulse Customer base, we are extending our Learning Session management functionality to enable the facilitation of multi-day learning events. This will be achieved by allowing multiple Session Periods to be created within a Learning Session, each with their own time, date, and locations.

With the addition of multiple Session Periods within a Learning Session, where it may be possible that a registered user may not attend all sessions, Attendance marking will become more important. To further support the administering of Session attendance, we have made improvements to how Session marking is done, and improved partial attendance functionality by adding the ability to override assigned Development Points, Certificates, and accreditations.

Finally, we have also added to, and improved, our Learning Session and Attendance reporting, adding a new report and filters to existing reports.

With these changes, we hope to reduce or eliminate the overhead and error prone process of creating disparate Sessions for courses which often results in duplicate data, incorrect completion or attendance records, and large amounts of time spent by Admin users.

Learn more about the upcoming changes in our Knowledge Base article here.

Issues resolved

General

• Fixed an issue where the Supervisor Dashboard failed to load
• Fixed an issue where users are presented with an error if trying to access Accreditation tab in their profile when they do not have access permission to the Learning module.

Employee Performance Management

• Fixed an issue where the 'Allow reviewees to approve/reject their Goal before finalising' is unable to be turned off when there are goals from previous years are awaiting acceptance

Learning

• Fixed an issue where training requests cannot be progressed.
• Fixed an issue where a linked accreditation is not issued to the learners after successfully completing eLearning course.

Corporate Planning & Reporting

• Fixed an issue where Document Generator fails to generate documents when CPI table is included.
• Fixed an issue where My Pulse Summary displays inaccurate count of outstanding Actions

Onboarding

• Fixed an issue where the progress of form completion is not captured after refreshing the page