April 2026 Release Notes

This release introduces significant upgrades across Money (Payroll), Hire, Learn, Time Off, Rota, Dashboard, Profile & User Management, Documents, Trustline, and Notifications — with a strong focus on compliance, automation, flexibility, and user experience.

Plumm Money

Benefit in Kind (BIK) Upgrades

Enhanced handling of Benefit in Kind calculations and reporting.
Improved accuracy in taxable benefits and deductions.
Better alignment with UK compliance requirements.

2026–2027 UK Payroll Updates

Updated payroll engine with latest UK tax rates, thresholds, and statutory guidelines.
Ensures full compliance for the upcoming financial year.
Automatically reflected across payroll calculations and reports.

Salary Sacrifice Enhancements

Improved configuration and calculation of salary sacrifice schemes.
Supports more flexible benefit structuring and tax-efficient payroll setups.

General UI/UX Improvements

Refined payroll interface for better usability.
Faster navigation and improved clarity across payroll workflows.

Hire

Add Candidates Directly to Interview Stages

Recruiters can now add candidates directly into interview stages, bypassing earlier steps where required.
Improves flexibility for fast-tracked or referred candidates.

AI-Generated Job Descriptions (Enhanced)

Improved AI-powered job description generation with better structure, clarity, and relevance.
Reduces time spent drafting roles and ensures consistency.

Email Fixes for Automated Communication

Resolved issues in automated hiring emails.
Improved reliability and formatting across candidate communications.

Upgraded Candidate Pipeline Workflows

Enhanced pipeline performance and usability.
Smoother transitions between stages and better visibility of candidate progress.

Performance Improvements

Faster load times across hiring workflows.
Improved responsiveness and overall recruiter experience.

Learn (LMS)

Plumm Courses in Managed Course Section

Plumm’s standard courses can now be added directly to the Managed Course section.
Allows centralised management of both internal and Plumm-provided content.

Enhanced Reporting Across Views

Improved reporting capabilities across:
- Course performance
- User engagement
- Completion tracking

Updated Overview Dashboard Reports

Dashboard reporting refreshed with better data visualisation and insights.

UI/UX & Performance Improvements

- Faster load speeds across learning modules.
- Cleaner interface and improved navigation for learners and admins.

Time off

FTE-Based Policy Allowance Assignment

Leave allowances are now dynamically calculated based on an employee’s FTE (Full-Time Equivalent) and contract configuration with enhanced support for both current and historical data.

Allowances are automatically aligned with:
- Part-time employees
- Full-time employees
- Flexible and irregular working arrangements
Historical Time Off Data Coverage
- The system now recalculates and reflects accurate allowances for past periods, ensuring consistency across historical records.
Multiple FTE Handling Within a Cycle
- If an employee has multiple FTE changes within the same policy cycle, the system will automatically:
  - Calculate allowances proportionally
  - Apply the correct entitlement for each period
- Eliminates the need for manual adjustments in complex scenarios.
Ensures:
- Accurate entitlement calculations across all timelines
- Reduced administrative effort
- Improved policy consistency and compliance

Allowance Increase for Irregular Hour Employees

Configurable tenure-based allowance increases for irregular hour employees.
Supports fair entitlement progression aligned with years of service.
Helps organisations reward long-term employees.

New Unit: Week in Time Off Policies

- Added “Week” as a unit alongside Days and Hours.
- Ideal for:
  - Shift-based roles
  - Contract-driven workforce
- Improves flexibility in policy configuration and tracking.

Rota

Shift Import Functionality

Bulk import shifts into Rota using structured data uploads.
Reduces manual effort for large teams or recurring schedules.
Improves accuracy and setup speed.

Custom Role Support

Assign role-based access for Rota visibility and management.
Control who can view, edit, or manage schedules.
Enhances security and flexibility.

Drag & Assign Shifts

New drag-and-drop functionality for assigning shifts.
Quickly move or assign shifts across users and time slots.
Improves efficiency for dynamic scheduling.

15-Minute Interval Scheduling

Configure shifts in 15-minute intervals.
Enables precise scheduling for short-duration tasks or staggered shifts.

Improved Scheduling Efficiency

- Combined improvements lead to:
  - Faster shift planning
  - Reduced manual errors
  - Better workforce optimisation

Wellbeing (Session Booking )

Therapist Change Reason Capture

Users requesting a therapist change will now be required to provide a reason for the request.
A predefined list of common reasons is available for selection, while also allowing users to add a custom reason if needed.
This enhancement helps improve transparency, supports better therapist-user matching, and provides organisations with better insights into therapist change requests and trends.

Enhanced Session Booking Flow

The session booking experience has been enhanced with additional scheduling and preference selection steps to improve booking accuracy and availability matching.

During the booking process, users will now:

Select at least two preferred time slots
Choose a preferred date range for the session booking

Before confirming the booking, users will also be shown a complete preview of their selected preferences, including:

Selected date range
Preferred time slots

This enhancement improves scheduling flexibility, reduces booking conflicts, and provides users with greater clarity before final confirmation.

Mandatory Cancellation Reasons

To improve session tracking and operational visibility, cancellation reasons are now mandatory for both users and therapists.

When cancelling a session:

Users must provide a reason for cancellation
Therapists must also provide a cancellation reason if they cancel a session

This enhancement helps improve reporting accuracy, supports operational analysis, and enables better understanding of cancellation patterns and scheduling challenges.

Dashboard

Upcoming Public Holidays Widget

New widget displays upcoming public holidays based on configured calendars.
Helps users plan leave, workloads, and schedules in advance.

Enhanced Visibility & Planning

Key holiday information now visible directly on the Dashboard.
Reduces need to navigate across modules.

UI Improvements

Cleaner and more modern Dashboard layout.
Improved readability and quicker access to key data points.

Profile & User Management

Unique Employee ID Enforcement

Employee ID is now a mandatory unique identifier across the platform.
Prevents duplication and ensures data integrity.

Fixed-Term Contract End Date

Added optional contract end date field in user profiles.
Helps manage temporary or fixed-term employees.

Update Work Email (Permission-Based)

Admins can update user work emails based on assigned permissions.
Reduces dependency on backend support.

Image Upload During Onboarding

Users can now upload profile images during onboarding.
Improves user experience and profile completeness.

Documents & Organisation

Move Documents Between Folders

Easily move documents across folders without downloading and re-uploading.
Improves document management efficiency.

Org Chart & Group Filters

Added “Entity” filter for better segmentation of organisational views.
Helps manage multi-entity or multi-location structures.

Trustline

Case Transfer (Floating Representative)

Cases can now be reassigned to another user or manager.
Improves ownership flexibility and resolution workflows.
Ensures cases are handled efficiently even during role changes.

Tech (Apps)

ADManager Plus v2 Update

We’ve upgraded the integration with ADManager Plus v2, delivering improved synchronisation, enhanced user lifecycle management, and better compatibility with enterprise identity workflows.

Key Enhancements:

Improved User Provisioning & Deprovisioning
Faster and more reliable syncing of user creation, updates, and offboarding processes between Plumm and ADManager Plus.
Enhanced Employee Identity Mapping
Improved handling of:
- Employee IDs
- Work email synchronisation
- Department and reporting structure mappings
Better Support for User Reinstatement
Reinstated employees now sync more accurately with ADManager Plus, ensuring permissions and account states are restored correctly.
Optimised Synchronisation Performance
Reduced sync delays and improved processing efficiency for large organisations with high user volumes.
Improved Compatibility & Stability
Updated integration architecture for better compatibility with newer ADManager Plus environments and enterprise security standards.