Roll-Back All Assessment Types, Including Moderation

We know that mistakes happen, so we have been working on giving you the ability to roll-back all types of assessments.

Moderated Assessments

You now have the ability to roll-back all moderated assessments from the Assessment Status page with no intervention by Pivot, including:

  • Final Review - Overall Assessments
  • Final Review - Section Assessments

This allows you to roll-back to the relevant status both before and after moderation is complete.

Interim Review - Section Assessments

Interim Review - Section Assessments can also be rolled back on the Assessment Status page.

These additions to the Assessment Status page mean Admins can now roll-back all types of assessments to a previous status when a user has submitted, completed, published or finalised an assessment in error.

See How do I roll back a managers rating for more information.

Additional PII Masking for Test Sites

You can request to have Personally Identifiable Information (PII) masked when creating a new Test Site. This gives you the flexibility of having anonymous data in your test environment when you are using this for training or support purposes.

We have now added Position Title as a masked field. When you choose to mask data when creating a new Test Site, the following fields will be masked in all locations in your test site:

  • Username
  • First Name
  • Preferred Name
  • Last Name
  • Email Address
  • Position Title

We have also expanded the masking coverage to obscure:

  • Assessment comments
  • Feedback comments
  • Notes comments
  • Notes document attachments

See our Copy Live to Test support article for more information or contact your Project Lead to discuss masking PII data for your Test Site.

Option to Prevent Publishing of Content Assessment for Moderated Sections

To help you manage the moderation of section level assessments, we now have a setting that can be turned on to prevent Manager's from being able to publish or finalise any content assessments in that section until moderation is complete.

This provides Managers with the opportunity to review their employee content assessments to make sure they align with the moderated section assessments, before sharing with the employee.

If you have moderated sections and feel this enhancement would benefit your process, please reach out to your Project Lead to discuss turning this option on for you.

Interim Content Assessments Only Visible for Eligible Employees

We have fixed a small bug where interim content assessments were still showing even though the interim assessment was not applicable to that employee due to a later 'Eligible From' date.

Now, when an Employee has started after an interim assessment period has passed, the Employee and their Manager will only see interim content assessments that are applicable to the employee based on their start date.

Assessment Progress Bar Enhancement

Manager Assessment Progress Bars are now more accurate than ever! 

All assessment progress bars will now exclude any interim assessments that were not applicable to an employee, due to a mid year start date or different 'eligible from' date.

This means that if a Manager has an employee join after an interim assessment date has passed, they will no longer have an incomplete progress bar, despite having finalised all available assessments.


Roll-back Centrally Assessed Content

We know that mistakes happen, so we are working on giving you more ways to roll-back assessments that have been finalised.

Centrally assessed content that has been finalised can now be rolled back to an editable state (draft or published) by clicking edit within the Compulsory Content step. 

Compulsory content assessments cannot be rolled-back for individual employees. The assessment status will be rolled-back centrally for all employees who are assigned this central content.


Incentive Payments now in Scorecards

Incentive payments can now be displayed and calculated within your scorecard sections.

For our clients using scorecard sections, this great new feature gives managers the ability to enter the 'At Risk' Incentive payment amount for employees. The incentive payment amount 'owing' for each employee will then be calculated for managers based on the ratings entered.

To enable this, we have enhanced our employee attributes area to allow the creation of 'money' fields. Company Administrators can select the employee attribute to be used as the 'At Risk' incentive payment in the scorecard section.

If you're interested in setting up an 'At Risk' component in your scorecards, get in touch with your Pivot Project Lead.

Increased Speed in Export User Attributes

We love to speed things up for you! 

Due to some improvements to the way we bring your data together for data queries, you might notice some speed improvements when downloading your saved query reports in the Export User Attributes step.

Calculated Assessments Enhancement

If you have Calculated Assessment Outcomes setup, you will see a big improvement in how quickly the calculated outcomes are processed and displayed on Manager Dashboard.

When all the parameters of the calculation have been inputted, the resulting assessment outcomes and progress bar changes will be updated within seconds.

View of Excluded Employees

Excluded employees have always shown as Eligible to the Manager of Managers.

We’ve now replicated the view from a manager’s team plan; excluded employees will show in italics, and when hovered over will indicate they are excluded.


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