Release Notes (July 2026)

Release Notes (July 2026)

Summary

This document will outline the items that will be released in the next system update. The next system release is scheduled for  July 30th, 2026. If you have any questions regarding the notes listed below, please contact your designated Green Leaf representative(s).



General

Mass Upload Documents

Mass Upload: New CSV and Documents Tab

The Mass Upload dialog now includes two tabs, giving you more flexibility in how you upload files:

  • Documents – Upload documents only

  • CSV and Documents – Upload both CSV files and documents in a single operation.


You can drag and drop files or use the Upload button to complete your upload, or select Cancel to close the dialog.

 

Documents Tab in the Mass Upload Dialog

Once documents are dropped or selected, the file fields such as Employee Name, Display Name, and Document Type for each document display:

  • Employee Name is required

  • Document Type is required if configured by the company

  • The Display Name is automatically filled in with the document file name.

  • Description

  • Individual File deletion is also available at the file level.

 

The application now supports up to 100 documents, which is controlled by a system setting.

 

Ellipsis

The Hide Fields option is included in the top level header, but it does not appear for individual files.

  • The selected field appears for all documents in the list

    • All are selected by default

  • Unselected fields do not appear for all documents in the list.

 

No Mass Edit options are included.

 

Buttons 

  • Upload - Completes the upload of documents.

  • Cancel - Closes dialog


Updated Features for Mass Upload - Mobile View

The following updates have been made to the Mass Upload Mobile View:  

  • The Mobile view Drop Zone only displays browse files.

  • The Mobile view title is now properly aligned.

  • Validation is no longer required on every edit to the file inputs.



HR

Checklists

Classic Checklist Experience - Retiring

The Classic Checklist Experience is now retired, and the toggle to switch from the Classic Checklist Experience to the New Checklist Experience is deprecated. Users no longer have the toggle to switch from the Classic Checklist experience to the new, updated experience. 



Scheduling

Scheduler

Bulk Shift Editing

This release expands bulk shift editing capabilities, giving schedulers greater flexibility and precision when managing shifts across the schedule board. The following items are included.

  • Custom Shift Fields in Bulk Edit: Schedulers can now add, edit, or clear Custom Shift Field values across multiple shifts in a single bulk edit action, bringing custom field management in line with other shift properties.

  • Remove/Clear Checkbox for Additional Fields: The bulk edit panel now includes a dedicated Remove checkbox for Credentials, Certifications, Break, and Shift Name — matching the behavior already in place for Skill and Scheduled Cost Center. This allows schedulers to explicitly clear these fields across all selected shifts without ambiguity, since leaving a field blank in the form cannot otherwise be interpreted as intent to remove it.

  • Bulk Edit Extended to Daily and Monthly Calendar Views: Multi-shift selection and bulk editing — previously limited to the Weekly Calendar View — are now available in the Daily and Monthly Calendar Views as well, providing a consistent bulk edit experience regardless of which view a scheduler is working in. Hold down the Ctrl key and select shifts over multiple days. Then, click on a shift to display the Shifts window, which also displays the number of selected shifts. The new Manage in Bulk link and subsequent Bulk Edit Shift window allows you to adjust the shift details, including day and time, qualifications, assignments, and additional shift settings.



  • Filter and Select via Calendar View: Schedulers can now select all visible shifts on the weekly, daily, or monthly calendar view and send them into the existing bulk edit workflow without leaving the calendar. After filtering the calendar to the desired set of shifts, a new Select All button selects all currently displayed shifts. From there, clicking Manage In Bulk proceeds with the standard bulk edit flow. This eliminates the need to navigate to a separate page to scope a bulk edit — filters already applied to the calendar define the target set.

  • Bulk Edit Confirmation Page: A new confirmation step will display all selected shifts with key identifying details and run conflict checks to determine which bulk actions are valid before any changes are applied.

  • Assignability Preferences in Bulk Edit : Bulk edit will be extended to support Assignability Preferences — including Allow Conflicts, Listed As Available, Ignore Role, Ignore Contracts/Credentials, Allow Overtime, and Ignore Time Off — giving schedulers the ability to override current configurations across multiple shifts at once.

  • Bulk Auto Assign Across a Selection of Shifts: Auto Assign is now available as a bulk action. Schedulers can select a set of shifts and run Auto Assign across all of them in a single operation. The existing Auto Assign engine and eligibility rules are unchanged — this adds the orchestration layer to apply it at bulk scale.

    • Open shifts in the selection are processed by Auto Assign normally

    • Shifts that are already assigned are skipped (no reassignment attempted)

    • The results summary distinguishes between successful assignments, failures, and shifts skipped because they were already assigned

  • Individual Shift Publish/Unpublish: An investigation is underway to assess the feasibility of publishing and unpublishing individual shifts independently, without affecting the rest of the schedule — a capability currently only available at the schedule level. 


Send Open Shifts to Employees in a Saved View

Previously, managers posting open shifts could only broadcast requests to all qualified employees on the schedule using the Send to All Employees from Schedule checkbox. There was no way to target a specific subset of employees, making it difficult to limit open shift notifications to a particular group.


What's New

The Manage Open Shifts dialog now includes a Send to Saved View option alongside the existing schedule-wide option. Managers can select a saved view from a dropdown, and open shift requests are sent only to qualified employees within that view.

  • The Manage Open Shifts popup presents a choice between sending to the full schedule or to a specific saved view.

  • When Send to Saved View is selected, open shift requests are delivered only to employees who are both listed in the chosen saved view and qualified for the shift. 



Learning Management System (LMS)

Learning Certificates Visibility in Elevated

A new optional Certificate column is available in the Learning report. When a completed course or learning path includes a certificate, a View Certificate link appears. Selecting the link opens the certificate in a new browser tab. The link is displayed only when a certificate is available.

If a certificate includes an expiration date, it remains accessible after expiration for record-keeping purposes.


Historical Certificate Availability

As part of this feature, historical course and learning path completion records are automatically updated to include available certificates. No manual action or additional configuration is required.

Course and Learning Path Progress Display in Elevated

A new In Progress learning status is available for courses and learning paths. This status indicates that a learner has started, but not yet completed, a training assignment. Elevated now reflects the learner's current progress as reported by the Learning module.

The In Progress status is displayed in:

  • The Status column of the Learning report

  • The Learning Status column of the Trainings / Certifications report


"Progress Percentage" Column in the Learning Report

A new Progress % column is available in the Learning Report through the Add/Remove Columns option.

The column displays:

  • 0 for assigned courses that have not been started

  • 1–99 for courses in progress

  • 100 for completed courses

  • Blank when progress information is unavailable


Learning Statuses

Elevated now supports the following learning statuses:

  • Assigned – The course or learning path has been assigned but not started. Progress is 0%.

  • In Progress - The learner has started the course or learning path. Progress ranges from 1% to 99%.

  • Completed - The course or learning path has been completed. Progress is 100%.



Additional Support for "In Progress" Status

The In Progress status is also reflected throughout Elevated:

  • To Do Items: Courses and learning paths remain in the employee's To Do items after they are started and are removed only after completion.

  • My Learning: Items with an In Progress status remain in their existing Assigned or Enrolled section on the My Learning page until they are completed. If Elevated receives an In Progress status without a prior assignment or enrollment record, the item is placed in the Assigned section by default.



Recruitment

Mass Updating of Job Application Status

Elevated Recruitment now supports the ability to mass update Job Application Status directly from the Job Application Report.


Mass Update Application Status on the Job Application Report

Recruiters and HR administrators can now select multiple job applications at once and update their status in a single action — eliminating the need to open and update each application individually.

This capability is consistent with the existing mass update experience for Hiring Stages and application rank already available on the Job Application page, providing a unified and efficient workflow for managing applicant pipelines at scale.


Value

Saves significant time for recruiters who previously had to update job application statuses one at a time — a tedious and error-prone process when dealing with high applicant volumes.

Improves recruiter efficiency by consolidating bulk application management actions in a single, consistent interface

Applicant Profile: Restored Option to Upload Additional Documents Anytime

Applicants can now upload additional documents (such as certifications, references, or updated resumes) directly from their profile at any time — not just during the initial job application. This restores a key capability from the previous applicant portal experience, giving applicants the flexibility to provide supporting materials whenever needed without recruiter intervention. 

What Changed

When an applicant edits their profile after submitting a job application, they now have the option to upload additional documents. Uploaded documents are stored under source type "Applicant Additional Document" and are visible in the Applicant Documents grid. Recruiters can reclassify the document type from the grid after upload.

Recruiter Experience

Uploaded documents appear in the Applicant Documents grid under the applicant's profile. Recruiters can reclassify the Document Type from this grid after the document has been uploaded by the applicant.

Applicant Signature Updates for Offer Letters

Elevated Recruitment is delivering a series of improvements to the offer letter download and signature experience across the applicant portal, MSS/Manager view, document widgets, and reports. The improved experience addresses inconsistent behavior of download buttons, signed versions not always delivered after signing, and redundant UI elements creating confusion for applicants and recruiters alike.

Applicant Signature Now Visible on Downloaded Offer Letters

When an applicant signs an offer letter and downloads it, the downloaded document now includes the applicant's signature at the bottom of each page — matching the signed-offer rendering already available to managers in the MSS/Manager "View Signed Offer" experience.

  • Before signing: Downloaded document contains no signature

  • After signing: Downloaded document displays the applicant's signature on each page.


Dynamic Download Button — Label Changes Based on Signing Status

Static 'Offer Letter' download buttons across the system have been updated with a single dynamic button whose label and behavior adapt based on whether the offer letter has been signed:

  • Before signing: Button reads Download Draft → delivers the unsigned PDF.

  • After signing: Button reads Download Signed Offer → delivers the signed PDF.

 

Once an offer letter is signed, only the signed version is accessible for download. This behavior applies retroactively — all previously signed offer letters will immediately reflect the "Download Signed Offer" state.

Areas Impacted

Location

Change

Applicant Portal — Single Offer Letter

Replaced static "Download Offer" with dynamic button

Applicant Portal — Multiple Offer Letters View

Applied dynamic button to each offer letter in the list

MSS View

Removed split button ("View Signed Offer" / "Download Offer"); replaced with single dynamic button

Applicant Documents Widget

Dynamic button replaced "Download File"; "Signed Offer Letter" column removed

Employee Documents Widget

Dynamic button replaced "Download File"; "Signed Offer Letter" column removed

Employee Documents Report

Dynamic button replaced "Download File"


Value

  • Eliminates confusion from applicants receiving unsigned copies of offer letters they have already signed.

  • Creates a consistent, predictable download experience across all user roles and system views.

  • Removes redundant UI elements (split buttons, duplicate signed offer columns) that cause uncertainty.

  • Retroactive behavior ensures no historical signed offer letters are left in a broken state.


Hiring Stages Audit Trail Report 

Elevated Recruitment now includes a Hiring Stages Change History Report, giving HR teams a dedicated audit trail for every hiring stage change made on a job application.

Administrators and HR users with the appropriate security permissions can now access a new Hiring Stages Change History report under Recruitment > Reports > Hiring Stages Change History. The report provides a comprehensive, filterable view of all hiring stage transitions across job applications. 

Key Features

  • Audit Trail: Log of every hiring stage change, including the stage updated to, the date/time of the change, and who made it.

  • Report Columns: Default columns displayed out of the box, with the ability to add or remove additional columns to tailor the view.

  • Filtering & Sorting: Pre-filtered to the current month by default, with options to adjust the date range. Results sort by most recent change first.

  • Action Buttons: Navigate directly from the report to the related Job Application or Applicant record.

  • Security Permission: A new dedicated security permission controls access to this report, including an additional checkbox to allow the user to see all hiring stage changes within the company and not just the hiring stages they can access. The Hiring Stages Change History Report permission is in the Recruitment section under the HR tab of security profiles.


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