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March 2026 Release Notes


This release brings powerful improvements across Wellbeing, Rota, Time Off, Reviews, TrustLine, Hire, Learn, and Money (UK Payroll) , focusing on automation, flexibility, user experience, and compliance.

Wellbeing

New Therapy & Coaching Booking Workflow

We’ve introduced a fully automated booking workflow for both Therapy and Coaching sessions, making it easier than ever for users to access the support they need.
  • Users can now book therapy and coaching sessions instantly, without any manual coordination or back-and-forth communication.
  • The system intelligently handles availability, scheduling, and confirmation, ensuring a smooth end-to-end experience.
  • Eliminates delays and reduces friction, allowing users to focus on wellbeing rather than logistics.
  • Provides a consistent and intuitive booking journey across both therapy and coaching services.
  • Enhances accessibility by enabling users to quickly connect with the right support at the right time.
  • Encourages higher engagement with wellbeing services by making the process simple, fast, and user-friendly.

Plumm Money

Automated Year-End Processing

  • Introduced Automated Year-End functionality, simplifying payroll closure processes.
  • Reduces manual effort and ensures compliance with regulatory requirements.

2026/27 Rates & Threshold Updates

  • Updated payroll system with latest statutory rates and thresholds for the 2026/27 tax year.
  • Ensures payroll calculations remain compliant and accurate.

Audit Reports

  • New audit reports added to improve transparency and traceability of payroll activities.
  • Supports compliance and financial audits.

Year-to-Date (YTD) Summaries

  • Enhanced visibility of YTD earnings, deductions, and contributions.
  • Provides better insights for both Admins and employees.

Automated Pay Schedule Generation

  • Automatically generates 2026/27 payroll schedules, reducing manual setup effort.

Updated RTI Schema (2026/27)

  • RTI submissions updated to align with the latest HMRC schema requirements.
  • Ensures smooth and compliant reporting.

Hire

Candidate Application Improvements

  • Enhanced candidate application experience for better usability and completion rates.

Faster Job Description Generation

  • Improved speed and efficiency in generating job descriptions.
  • Helps recruiters create roles more quickly.

Improved Interview Video Quality

  • Enhanced video quality for interview recordings and sessions.
  • Provides clearer communication and better evaluation experience.

Move Candidates with Custom Scorecards

  • Candidates can be moved across stages while retaining custom scorecard evaluations.

Performance Improvements

  • Speed and responsiveness improvements across multiple hiring workflows.
  • Smoother navigation and reduced load times.

Learn (LMS)

Content Segregation for Progress Tracking

  • Clear separation between:
    • HR Learning Content
    • Mental Wellbeing Content
  • Enables more accurate and meaningful progress tracking.

Improved Progress Insights

  • Enhanced analytics and insights for learning progress.
  • Better visibility into user engagement and completion trends.

UI/UX & Performance Improvements

  • Improved user interface for better navigation.
  • Faster load times and smoother learning experience.

Rota

Shift Creation for Irregular Hours

  • Added support for creating shifts with irregular working patterns.
  • Ideal for organisations with non-standard schedules or dynamic workforce requirements.

Flexible Break Configuration

  • While creating shifts, Admins can now set break duration to 0 minutes.
  • Supports roles where no formal break is required or breaks are managed differently.

Shift Change Requests – Chat in Activity Logs

  • Introduced a chat feature within activity logs for:
    • My Requests
    • Team Requests
  • Enables real-time communication between employees and managers regarding shift changes.
  • Improves collaboration and reduces dependency on external communication tools.

Time Off

Proration Based on Years of Service

  • Leave entitlement can now be calculated based on years of service, with prorated adjustments.
  • Ensures fair and accurate allocation aligned with tenure.

Multiple Time Off Requests on the Same Day

  • Users can now apply for multiple time off entries on the same day, as long as they do not overlap.
  • Supports scenarios like partial-day leaves, split leaves, or different leave types in one day.

Trustline

Case Creation for Admins

  • Admins can now create and manage cases directly within Trustline.
  • Improves incident tracking, escalation, and resolution workflows.
  • Enhances compliance and internal governance processes.

Reviews

Scheduled Review Notifications

  • Reviews can now have scheduled notifications.
  • Ensures timely reminders for employees and managers.
  • Helps improve completion rates and adherence to review cycles.

New Partner Registration

Partner Registration – Order Form Access

  • New partners can now view and download the order form before signing renewal contracts.
  • Improves transparency and informed decision-making during onboarding or renewal.

Login and Access

Theme Support on Pre-Login Pages

  • Custom themes are now applied to before-login pages, ensuring consistent branding from the first interaction.

“Login As” for Non-Registered Users

  • Admins can now use “Login As” functionality for non-registered users.
  • Simplifies troubleshooting, onboarding support, and guided user assistance.

General Improvements & Fixes

  • Platform-wide performance optimisations
  • UI consistency improvements across modules
  • Bug fixes across Time Off, Rota, Hire, and Learn
  • Enhanced system stability and responsiveness