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Release Notes

Updates on our latest features and fixes

Ryan Bickham avatar
Written by Ryan Bickham
Updated over a month ago

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June 13, 2024

Open Roles Are Now Available

You can now add Open Roles to your organization with Sift’s latest update.

Open Roles will also automatically have Sift Pages associated so you can add robust information such as job descriptions or hiring managers to the role for interested employees.

Click here to learn more about this feature.

May 22, 2024

Continued Admin Dashboard Improvements

We have been working to improve the admin experience and have made some updates to improve data uploading process and onboarding.

The onboarding overlay has gotten a refresh! Now you can find the onboarding overlay at the top of your navigation next to your avatar. We have moved the overlay so that it would no longer overlay the page context and provide admin with a better experience when managing their organization.

Mapping data has also gotten simpler. Now when on the Mappings Page, admins will see their mapping options broken up into digestible sections for more accuracy and allowing greater focus on one step of mapping at a time. Your org chart mappings will also be easier to map as Sift has made improvements to data parsing to better sift through your data to identify manager and employee headers.

We invite you to try out these new data sync features and if you have additional ideas or things you like to see from Sift, please let us know.

April 4, 2024

Dotted Line Relationships

The Org Chart is getting a new feature with Sift's latest release: Dotted Line Relationships. This feature allows users to represent relationships outside of their typical reports.

The 3 types of dotted relationships available with this release are: dotted line managers, dotted line reports, and dotted line teammates. These relationships can be added and edited from both the Org Chart and Sift Profiles.

Click here to learn more about this feature.

February 14, 2024

Data Sync Improvements Cont'd.

Sift has further improved the Sift data sync by implementing 2 new updates. These updates were added to provide admin with options when it comes to trying out Sift features and uploading their People Data.

New features delivered in this release:

  • Demo Data as a Sync Option - You can now select "Demo Data" as a source type in your admin dashboard. This allows admin and free trial users an easier and more straightforward way to test out Sift features and functionality before uploading their organization's data.

  • Google Workspace now has groups - For organization's using Google Workspace for their data sync, Sift has now added the ability to add groups directly from Google.

We invite you to try out these new data sync features and if you have additional ideas or things you like to see from Sift, please let us know.

December 20, 2023

Data Sync Improvements Cont'd.

This quarter Sift is releasing another update to the data sync process to provide real-time upload assistance and an improved mapping experience. We want Sift admins to have the most streamlined process possible for uploading their data since its such a crucial step in making the most of your organization's Sift experience.

New features delivered in this release:

  • Mapping Companion - The mapping page is getting an upgrade and admin will now have a mapping companion that notifies when a field is mapped incorrectly and how to quickly fix the issue.

  • Org Chart Mapping Update - The selection for org chart mapping will now have an easier to understand interface and for CSV-source types, the input container will now have an additional example to assist with mapping fields correctly.

  • Suggested Mappings - To save on time and effort, some fields will be suggested and pre-mapped for you.

We invite you to try out the new data sync features and if you have additional ideas or things you would like to see from Sift, please let us know.

August 31, 2023

Introducing streamlined Data Sync: a smoother way to manage your data

At Sift, we are dedicated to continuously enhancing your experience and we're excited to unveil our latest update that brings a significant improvement to your data synchronization process. With our newly introduced wizard format, administrators can now set up their data in a more streamlined and efficient manner, ensuring smoother operations and optimal data accuracy.

Efficiency meets simplicity with the wizard format

We understand the importance of optimizing your data management processes. Our revamped data sync experience comes in the form of an intuitive wizard format, designed to simplify your setup journey. Gone are the days of grappling with complex configurations – the wizard format is here to make your life easier. Admins can now navigate through the steps seamlessly, guided by clear instructions and informative prompts.

Guided steps for seamless configuration

With the new wizard format, setting up your data has never been more straightforward. Each step is carefully crafted to guide you through the configuration process effortlessly. The wizard ensures that you don't miss any crucial steps, preventing potential data discrepancies and saving you valuable time.

Key Features and Benefits:

  • Step-by-step guidance: The wizard breaks down the data sync setup into manageable steps, providing clear directions along the way. No more guesswork or lengthy documentation readings.

  • Intelligent validation: The wizard dynamically validates your inputs, alerting you to any inconsistencies or potential errors. This helps ensure that your data sync is accurate from the get-go.

  • Customizable options: Tailor your data sync to your specific requirements. The wizard lets you choose the data sources, and mapping preferences that suit your organization’s needs.

  • Real-time preview: Witness the impact of your configuration choices in real time. The wizard offers a preview of how your data will be synced, allowing you to make informed decisions.

  • New data sync management: You now have more options to manage your data sync inside of your source dashboard.

How to get started:

Accessing the new data sync experience is as easy as ever:

  1. Log into your Admin Dashboard: Simply log into your Admin Dashboard and navigate to the new “People Data” section on the left navigation bar.

  2. Click on the “Create New” button: Look for the "Create New" button, which will initiate the wizard.

  3. Follow the prompts: The wizard will guide you through the setup steps one by one.

  4. Review and Confirm: Once you've completed the setup, review your choices and confirm. Your new data sync is complete and initialized.

We believe that technology should work for you - not the other way around. Our improved data sync experience with the wizard format reflects this commitment, empowering you to manage your data with ease and confidence.

We invite you to explore this enhancement and experience the benefits firsthand. As always, we value your feedback and suggestions. Your insights play a crucial role in shaping our solutions to meet your evolving needs.

Stay tuned for more updates, and don't hesitate to reach out to our support team if you have any questions or need assistance with the new data sync wizard.

April 19, 2023

Redesigned Directory

You can now search for and discover your organization’s Sift Pages just as you would search for people’s Profiles. You can also view a list of all your organization’s Pages, making it simpler for you to see all your office locations, resource groups, and more at a glance.

We’ve also overhauled the design of the Directory with a new table view as well as a side navigation bar to swap between Pages and Profiles.

If your organization already uses Sift Pages, you’ll need to take a few steps to make them discoverable (you’ll only need to do this once; any new Pages you create will automatically show up in Search). You can watch a short video showing you how to do this here.


Q1 2023 Updates

Help Center refresh

We've revised the articles in our Help Center to ensure our resources are more accurate, up-to-date, and easier to understand.

Data sync performance improvements:

We've greatly increased the performance of our data sync to ensure that your people data is updated quickly and reliably.

SOC 2 audit

We recently underwent our yearly SOC 2 Type II audit to ensure we're safe and secure. The report will be available in May.

Free trial enhancements

We've streamlined the process for signing up for a free trial. Know someone at a different company that would be interested in Sift? Send them our way.


February 1, 2023

Guided onboarding is now available

Sift guided onboarding is now available! The guided onboarding is for both new and existing Sift users who want to make the most out of Sift. Available in the Admin Dashboard, the onboarding leads a user through the steps to having a fully functioning Sift instance. New and existing users in Sift will be able to:

  • Take a guided tour through all of Sift’s features

  • Be able to track their Sift onboarding progress

  • Ensure that their their organization’s Sift instance is complete

For existing users, an admin will need to go through and manually mark off some existing tasks that have already been completed by the organization.


February 11, 2022

Pages

We've fully launched Sift Pages! Pages allow you to create profile pages for "anything" in your organization and associate people to them. These pages can exist for things like projects, office locations, employee resource groups, or anything else. Take a look at our website for some use case examples. Users in Sift will be able to:

  • Search for Pages by name using the Sift search bar

  • See the Pages that a person is a member of on their profile page (such as a project they're working on, or an award they won)

  • View information on each page, and edit its content if given access

Note: Pages must be set up by your Sift Administrator. To learn how to set up Pages, see our Help Article


May 6, 2021

"Reach out to me for" Profile attribute

A new profile page section that allows those at your organization to tell others what they should reach out to them for if they have a work related question or issue. Whether it be a certain project, system, or interest areas like mentorship/consulting, now you can signal to others that you’re open to questions and reach-outs on certain topics and areas of expertise.

To add this attribute to your Sift profiles, head to the Profile Layout section of your Admin Dashboard.

Revamped attribute management dashboard

We've performed a major overhaul to our attribute management section in our admin dashboard to:

  • Allow creation of many new attribute types, including autocomplete, single/multi select, hyperlinks, booleans, and much more!

  • Allow for customized validation of attributes. Such as restricting long text attribute length or the number of items in a chip collection.

  • Generally improve and simplify the user experience.

Check out the Attributes section of the Admin Dashboard to explore the new functionality and make your profiles even better!


February 11, 2021

New and improved Org Chart functionality

We have made some updates to allow further customization of your org chart view.

Simply click the "More" button on a card to:

  • Expand all reports of a person (i.e. everyone "below" them on the org chart)

  • Start from any leader in the organization to view a subtree of a department or team

  • Exclude certain cards for a customized view

  • Perform a Sift search for all reports of a person, allowing you to further filter and discover people underneath a certain leader

Product feedback platform

We now have a place for you to give us feedback on all of our released features, as well as give us ideas of your own! Find the "Requests and Feedback" option in Sift's navigation bar dropdown menu to be taken to our Feedback Board

Upvote ideas that you would also like to see in Sift to let us know what people want most.


December 29, 2020

Org Chart highlighting

Color code your org chart by department, location, remote work status, or anything else! This allows users to more easily identify different areas in their organization and visually compare different areas.

Note for Sift Administrators:

This feature is not enabled by default. You will need to configure the attributes that may be grouped by on the Settings Page.

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