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Timeline

When will this be released?

Release Date: 00/00/000 from 00:00 – 00:00 pm PDT, PST.

Is there downtime for this release?

No.

Exit Interview Reporting Enhancements

Exit Interview reporting is now better than ever. Use filters to drill down on the results you are interested in and then select Export To PDF to export your Exit Interview Question Summary with all of the great visualizations included.

The filter’s functionality allows you to drill down by department, division, position, class, position type, and the completed on date.

Please note that filtering will be respected even if your agency has anonymous responses enabled. Respondent names will still be hidden, but it will be possible to filter by the provided filter options.

Filtering remains when you switch between the Question Summary and Individual Responses tabs. On the Individual Responses tab, you can now select Export This PDF, which exports the selected exit interview in PDF format, along with all of the visualizations. Selecting Export All Responses will continue to export all individual responses into an Excel file.

Lastly, results displayed in the Exit Interview reports will now be dependent on the user’s department access and reporting hierarchy. Previously, any user with access to the Exit Interview reports could view all exit interview responses.

Value

Exit interview reporting helps your agency understand why an employee is leaving and identify potential for improvement. Drill down on your exit interview data by department, division, and more. Then, easily export the data out of the system so it can be shared with stakeholders across your agency.

Audience

Administrators

Priority Setting on Checklist Items

Previously, it was not easy to determine how the system ordered tasks on a new hire’s portal. Moving forward, the ordering of checklist items will be transparent. We are introducing a new Priority setting for checklist items. The checklist widget on a new hire’s portal will now display items in the following order:

1. Items with the Priority setting enabled: 

   • If multiple items have the priority setting enabled, then they will be ordered by the due date. 

   • If multiple items have the priority setting enabled and the same due date, they will be listed in alphabetical order.

2. Other checklist items without Priority setting enabled:

   • These are listed in order by due date, with items having the same due date arranged in alphabetical order.

By default, the tasks for the Standard I-9 and W-4 forms have priority enabled, and this setting cannot be disabled. This is also true for all checklists created using the Standard Form Tasks template.

Value

With the new priority setting for checklist items, you can effectively pin the most important to-do items for new hires at the top of the checklist widget. Transparent rules for ordering tasks on the checklist widget also make the system easier to understand for Admins.

Audience

Administrators, Employees

Currently Assigned Checklist Column

We introduced the ability to reassign currently assigned checklists as part of our Spring release this year. This was a great addition to Onboard as this significantly streamlined the promotional and transfer onboarding process. However, it was brought to our attention that the guardrails we put in place to prevent accidentally reassigning checklists could be improved. This is why we are introducing a new column that clearly displays whether a checklist is currently assigned.

Additionally, we cleaned up the user interface for the Position Change, Promote to Employee, and Assign Checklist screens. Now, you will see the following modified confirmation pop-up only if you are assigning at least one currently assigned checklist.

Value

This enhancement reduces the likelihood that checklists will be reassigned accidentally.

Audience

Administrators

Column Headers Open to Search by Default

Searching in column headers is available throughout Onboard. Searching in a column header conveniently allows a user to quickly filter through data in a list. However, the search feature was not consistently implemented throughout Onboard. This meant that column headers were open to search by default on certain lists, while on other lists, the user had to click the search icon before they could type in a column header. We made the following lists open to search by default to make it easier for Onboard users to find what they need faster:

• Form Reports

• My Dashboard > Tasks, Onboard Progress Report, and Active I-9s lists

• Mentor List and Mentor Groups within the Mentor feature settings

Value

This enhancement eliminates the need to manually select the search icon on certain lists, allowing users to search in columns without unnecessary clicks, thereby making the system more user-friendly.

Audience

Administrators

E-Verify Outage Banner Message

For customers who utilize our E-Verify integration, we introduced an outage warning banner message that automatically displays when the E-Verify integration has an outage. Our system will continuously check with E-Verify regarding the health of their integration service. If an outage is detected, customers will be notified via this message within 10 minutes of the outage. The warning banner message displays on all Onboard pages for E-Verify administrators. It can be dismissed, but it will reappear when you log back in if the integration service is still experiencing an outage.

Value

This enhancement enables your agency to be notified as soon as an outage occurs. Historically, there was no way to determine if an outage was occurring without submitting a case. This enhancement provides more clarity to agencies utilizing the integration and ensures that we are transparent at all times.

Audience

Administrators

Opening Forms Upon Creation

Previously, when forms were created in the Form Builder, you would not be immediately redirected to the form. Instead, the system returned the user back to the Form Builder’s Form List. Now, once a form is created, it will immediately open.

Value

This enhancement saves administrators time. Administrators will no longer need to search for and manually select the form that they just created. Once a form is created, it will open immediately, allowing you to work on it right away. 

Audience

Administrators

New Employee Fields in Form Builder for Manager, Bargaining Unit

We are introducing new Employee fields for Manager and Bargaining Unit information in the Form Builder. These new fields are Manager Full Name, Bargaining Unit, and Bargaining Type. When using these fields, the corresponding values will autopopulate. Manager Full Name will auto-populate the full name of the user's manager, whether they are a pre-hire or employee. These fields will also work as tokens in post-submit form workflows for sending emails.

Value

These fields make the form-filling process easier – if this information is already available for the employee, then there is no need to manually type it in when completing forms.

Audience

Administrators

Recipient Full Name as a Token on Post-Submit Email Workflow

We are introducing Recipient Full Name as a token for post-submit email workflows in the Form Builder. Adding this to one of your email workflows enables the system to auto populate the recipient's name when the email is generated. 

Value

This new token enables emails to be more personalized for the recipients of your post-submission email workflows.

Audience

Administrators

Define Choice Codes for Single and Multiple Selection Fields in the Form Builder

We are introducing the ability to define Choice Codes, in addition to the existing labels, for single- and multiple-selection fields in the form builder. Like the choice labels, choice codes must be unique. By default, the system will automatically assign a choice code to every new choice. Choice codes may be up to 25 characters long.

Choice codes will also be supported in the form workflows, giving you more options when building a form workflow.

Value

The addition of choice codes makes building form workflows quicker since full choice labels can sometimes be long and harder to memorize. It also reduces the likelihood of entering incorrect values when building workflow rules. Lastly, customers who utilize integrations to export or transfer data are sure to appreciate the Choice Codes, as many third-party systems only accept specific codes.

Audience

Administrators

Standard Form Overrides Tracked in the Form Audit Trail

Form Overrides enable agencies to predefine specific field values, such as employer name and business address, on the Standard I-9 and W-4 forms. Previously, we did not track changes to these override settings in the form audit trail; however, moving forward, these changes will be recorded.

Value

This enhancement fills a previous gap in our form auditing capabilities, ensuring that changes to the Standard I-9 and W-4 forms are tracked and providing peace of mind.

Audience

Administrators

Aria Labels in the Form Builder

Aria Labels are commonly mentioned in discussions involving 508c and assistive technologies. In the Form Builder, we are introducing the ability to define Aria Labels for each field. The Aria Label is a value that provides a descriptive text label for a field. 

If an employee with visual impairments uses a screen reader on a form, the screen reader will read “Please input: ifield name]” if an  Aria Label is not defined. For example, the screen reader might read, “Please input: Beneficiary First Name”. However, if the  Aria Label is defined, then the field name in the sentence template is replaced with the  Aria Label. With the  Aria Label, it’s possible for a screen reader to read, “Please input: Beneficiary First Name - the first name of the first person in line to receive benefits”.

The  Aria Label is defined in the field’s advanced settings.

Value

The ability to define a specific value for a field’s aria label enables greater flexibility when building a form. Specifically, you will be able to define an aria label that is different from the actual field label. This may be useful if you want the field label to be a specific value for reporting purposes, but need the aria label to be different for accessibility.

Audience

Administrators

Decoupling Onboard’s Notes and Attachments and Perform’s Journal Entries

We are decoupling Onboard’s Notes and Attachments feature from Perform’s Journal Entries feature. By default, these features are enabled in NEOGOV Onboard and Perform, respectively. However, these two features were previously connected on the backend, meaning that any request to disable access to one of these features affected the other. Moving forward, you will be able to request that access to Notes and Attachments be disabled without impacting the ability to write Journal Entries in Perform.

Value

The ability to modify Notes and Attachments permissions at the agency level without impacting permissions for Perform’s Journal Entries allows administrators to better configure agency settings.

Audience

Administrators

Appendix: Bugs Resolved

Functional

508(C) Compliance

Related Resources

• Article: May 6, 2025 Release Notes
• Article: June 3, 2025 Release Notes
• Article: July 3, 2025 Release Notes
• Article: Onboard: Exit Interviews
• Article: Onboard: Building a Dynamic Form
• Article: Onboard: Create a Checklist