New features
Picklist value sets, aliases, and import mapping (PF) A new platform-wide picklist system ships across Clinical, PM, HR, FA, LO, and RH. Seeded defaults cover the most common categories. Admins can now lock value sets, manage aliases for inbound data, and review unfamiliar values during data import with an Import value mapping step that suggests matches automatically. A new vocabulary review step in the data-onboarding wizard helps you align existing terminology before going live. See Picklists, Data import, and Data onboarding. CE calendar cutover to Google Workspace (CE) Community Engagement scheduling now runs on the shared Google Workspace surface. The Schedule Meeting dialog includes a new Organization Calendar option so you can book against shared org calendars in addition to personal ones, and the user guide covers the new flow end-to-end. See the Calendar scheduling user guide. Candidate portal: accept or decline offers (HR) Candidates can now accept or decline an offer directly from the candidate portal. Acceptance flows straight into onboarding without re-keying, and the recruiter view records the candidate’s decision on the offer timeline. See the HR-09 ATS guide. Inline partner quick-create from Add-Lead (CE) You can now create a new partner inline from the Add Lead wizard without leaving the flow. The lead form also surfaces a needs completion status when required partner fields are missing so they can be filled in before save. See Leads and Partners. Lead-header document badge and upload (CE) The lead header now shows a document count badge and a one-click upload action, so you can attach documents from anywhere in the lead workspace without navigating to a separate tab. See Leads. Configurable E.164 default country code (Telephony) The default country code used to normalize phone numbers into E.164 is now configurable per organization. Numbers that come in without a country code are formatted against the org default instead of a hardcoded value, which improves matching for non-US tenants.Updates
Proliant profile import and unmatched profile workflow (HR) The Proliant integration adds profile import alongside payroll sync, plus a new Unmatched profiles review workflow for records that don’t auto-match an Encore employee. A new permission gates access. The setup wizard also gains resume from checkpoint so a partial run can be picked up where it left off. See the HR-44 admin guide and Proliant setup. HR earning types and Proliant family mapping (HR) A new Earning Types library standardizes how earnings are categorized in HR, with explicit Proliant earning-family mapping in the AI code mapper. This makes payroll posting more consistent across orgs. See Earning types and Proliant AI code mapping. Governance wizards verified end-to-end (GR) The contract-creation, audit-finding, and risk wizards are now verified end-to-end with template, schema, and database in sync. Save and resume now work without dropped fields on these surfaces. Wizard stepper on mobile Horizontal wizard steppers now compact on small screens so the active step and surrounding steps stay visible without horizontal scrolling. Reliable breadcrumbs across detail pages Detail pages no longer show duplicate “back” buttons. The breadcrumb trail is now the single, reliable way to navigate up.Bug fixes
- CE lead stage stepper now filters stages by the selected service-line track instead of showing all stages. The stepper reflects only what applies to the lead in front of you.
- RH route permissions are now gated per route. Users without permission for a specific Recovery Housing page are blocked from loading it rather than seeing an empty shell.
- AI workspace suggestions render correctly again after a regression that left the recommendation list empty.
- Proliant setup wizard now opens and resumes a real execution instead of a stub when launched from the integration card.
- Entra ID admin consent is hardened: live health checks, v2 consent, and SSO gate audits surface real status instead of stale or cached values.