Worknice Enhancements in 2026

Open someone's Overview tab and select the sparkle icon in the Public profile card header. A few seconds later a banner at the top of the page carries a one-line version, and the full summary opens from there.

The summary covers an overview plus up to four sections: Performance, Compliance and paperwork, Leave and availability and Suggested actions. A section with nothing to say is left out rather than shown empty, so a short summary means a quiet record rather than a problem. Leave and Performance appear only where your account uses those parts of Worknice.

A few things worth knowing:

• Account owners only. The person it describes cannot see it, and neither can their manager.

• It only ever runs when you ask. Nothing is summarised in the background, and nobody has a summary until somebody generates one.

• One refresh per person per day. After a summary is generated the refresh control is hidden for 24 hours, then comes back on its own.

• A person with very little on file cannot be summarised. Worknice says so rather than filling the gaps.

Full walkthrough: Summarise a person's profile.

A cycle picks how its due dates work while it is still in draft, on the Due dates tab, as two options:

• Set for all. One due date per review type, applying to every review in the cycle. This is how cycles have always worked, it is still the default, and every cycle you already have stays on it.

• Based on when added to cycle. A number of days per review type, worked out for each person.

A relative date counts from the later of the cycle's launch and the person being added to it. Someone added before launch counts from the launch date, and someone added afterwards counts from when they were added. Offsets run from one day to 1,825 days, and every date is worked out in your organisation's timezone.

Once a cycle is in progress the mode is fixed, along with which reviews the cycle includes. The numbers are not: changing an offset recalculates every review of that type, including reviews belonging to people who have since been archived, and an offset that would land the earliest date in the past is rejected rather than applied.

One thing to know before you use it. On a cycle using Based on when added, the due date does not yet appear on screen: not on a reviewer's own view of a review, the review lists, the manager performance page, or Your to-dos on Home. The date is missing rather than wrong, and overdue reminder emails still carry the correct date for each person. We are moving those screens across.

For accounts on the Performance add-on.

The cycle's Overview tab carries a Share action on each row, and a Shared badge appears next to someone's name once it has been used.

The action appears when three things are true:

• The cycle is in progress.

• Every review in that packet has been submitted, so nobody sees a half-finished review.

• The packet has not already been shared.

Closing a cycle still delivers everything outstanding, so nothing about the end of a cycle has changed. This is for the people who are ready early.

For accounts on the Performance add-on.

Everyone lands on Home, and nobody sees all of it. What appears depends on your role.

Account owners get two sections about the organisation:

• Needs your attention, up to six counts covering people who are non-compliant or at risk, and paperwork expiring soon, expired, pending approval or awaiting processing. A count of zero is left off, so the section only ever shows real work.

• This week, covering leave, birthdays, work anniversaries and new hires, counted Monday to Sunday in your organisation's timezone. Where a row covers exactly one person it names them instead of showing a count.

Managers and employees get sections about themselves and their team:

• Your to-dos, merging assigned paperwork, reviews and tasks into a single list sorted by due date.

• Your leave, showing your balances and your next booked leave.

• Your team this week, naming leave, birthdays, work anniversaries and start dates. Managers see their direct reports, employees see their peers and their manager.

Managers also get Your team's to-dos: leave requests waiting on them, reviews they need to complete, and direct reports who are non-compliant.

Most counts link to the screen that owns those records with the same filter already applied. One exception is worth knowing: paperwork has no pending approval filter, so that row opens the Draft filter and its number will not always match.

The Inbox is unchanged and still in the sidebar, directly below Home.

• Set goals for anyone, with an owner and a period start and end.

• Record progress as a percentage, with a status and an optional note.

• Every update is kept, newest first, with who made it and when.

• Statuses are Not started, On track, At risk, Completed and Cancelled.

• Employees can create and track their own goals under Personal.

• Managers can be granted view only or full access to their direct reports' goals.

Goals is available to accounts with the Performance add-on.

• The setting sits on the review template, alongside the question it belongs to.

• A comment can only be required where the question itself is required.

• Comment settings are stamped onto questions when a cycle launches, so cycles launched before this shipped are unaffected.

Useful anywhere a number on its own invites a follow-up conversation, which is most of the time.

• Requests run against the balances Xero holds, so your team sees real numbers rather than a copy.

• Approved leave collects in the app until a payroll admin submits the batch.

• Leave entered directly in Xero comes back into Worknice on the next sync.

• A leave type whose balance is hidden in Xero shows no balance in Worknice, and stays requestable.

Your team no longer opens a second system to book leave, and you no longer reconcile two sets of numbers.

Managers can now be given access to their direct reports, one area at a time, and what a manager sees is set by an account owner rather than fixed by the role.

There are seven areas, each set on its own:

• Emergency contact

• Compliance

• Performance

• Goals

• Employment, which includes pay

• Leave

• Confidential notes

Every area starts at No access. Most are view only once granted, while confidential notes can be set to View and add, and goals to Full access.

A few things worth knowing:

• Granting the employment area exposes pay, so grant it deliberately.

• Managers keep the leave and reviews assigned to them whatever these settings say.

• Compliance badges appear on a manager's team page once you grant them Compliance.

The employee experience sits at the heart of Worknice.

Whether employees are updating their details, completing onboarding tasks, submitting forms, or finding information, every interaction shapes how they experience your organisation.

That's why we've refreshed the entire employee experience, making it faster, simpler, more accessible and more engaging across every device.

Introducing the new employee experience

We've redesigned every employee-facing area of Worknice with a focus on:

✅ Improved visual design
✅ Better mobile accessibility
✅ Simpler navigation and workflows
✅ Faster completion of common tasks

The result is a modern self-service experience employees will actually enjoy using.

Paperwork versioning

Paperwork can pile up even in the digital age. Previously, every version of a policy, form or certificate was visible to an employee on their profile.

Now, we only show the latest or current version. But don't worry, in the event an employee wants to review older versions, they are only a click away.

Introducing the new Events section

We've also added a brand new Events page, giving teams an easy way to celebrate milestones and stay connected.

Employees can now see upcoming:

🎂 Birthdays 🎉 Work anniversaries

We rolled out a major upgrade to the Performance add-on in Worknice, designed to make reviews scalable for HR teams, simple for managers and employees to complete, and far more insightful.

Run high-impact performance reviews in minutes. Easily define participants, launch cycles across teams, and keep everything on track with smart reminders and clear visibility. Managers get seamless workflows and real-time oversight, while employees enjoy a simple, guided experience. Back it all with powerful insights like 9-box grids, heat maps, and live progress tracking so you can move faster and make better talent decisions.

New cycle configuration

• Scopes — Define who’s in scope for a cycle; self review and / or manager

• Due dates — Enforced deadlines and sensible reminders.

• Pick participants at scale — Select hundreds of employees in one go.

• Deploy in bulk — Launch review cycles across teams/orgs with one action.

• Packet sharing — Share pre-built review packets to speed rollouts.

Templates

• Reorder questions — Drag-and-drop to craft the flow you want.

• Required / optional — Make fields mandatory or optional to match your process.

New notifications

• Due-date reminders — Smart nudges so reviewers actually complete their reviews.

Accessibility

• Quick toggle between reviews — Flip between an employee’s reviews in one click for fast context and calibration.

Insights

Cross-cycle analytics, trends and meaningful signals.

Cycle progress

This helps you quickly identify:

• Who has completed their reviews

• Where follow-up may be required

9 box talent matrix

The 9 Box Matrix visualises employee performance against potential, and categorises employees into segments such as:

• High potential

• Solid performer

• Risk

• Star

This helps with talent planning and succession decisions.

Performance overview

The Performance Overview chart shows the distribution of performance ratings across your organisation.

Responses heatmap

The Responses Heatmap shows aggregated responses across review questions.

• Works with any Likert scale question

• Displays average scores and response counts

• Compares Self vs Manager responses

This helps you identify trends in feedback, spot alignment or gaps between employees and managers, and highlight areas needing attention.

Worknice brings your people data together by connecting with systems like payroll, keeping information from multiple sources available to HR, Finance and any other related team.

Until now, that data lived across individual person profiles in Worknice, making it difficult to view and manage at scale. Data tables bridges that gap.

Managing people data shouldn’t mean juggling spreadsheets, exports, profiles or outdated reports. With Data tables, Worknice gives you a single, updated view of your data with saved and filtered tables of your own creation.

Why you’ll love Data tables

• Up-to-date data sourced from connected apps (like payroll) and Worknice self-service.

• Bring your data together into configurable, trusted views.

• Create tables that suit you and your role. Each Account owner can create their own.

• Configure column width and order columns with drag and drop functionality.

• Act on many people at once. Select people in a table and assign paperwork, add or remove them from a compliance group, invite or reinvite them, edit their location, or apply tag and integration actions.

No more rebuilding reports. No more second-guessing your data. Just clean, structured information. Ready when you are.

This is designed to give you a clearer, more actionable view of employee requirements and their compliance across your organisation. You can group compliance requirements in a configurable way, such as role, location, employment type, or department, and track compliance at scale.

Whether you’re managing licences, certifications, training, or policy acknowledgements, Compliance Groups make it easier to ensure the right requirements are assigned to the right people automatically and accurately.

Why we think you'll love compliance groups and insights

• Quickly identify compliance gaps across teams, paperwork or locations

• Apply requirements consistently to the right people

• Reduce manual admin and duplication

• Gain clearer oversight with smarter, group-level reporting

With Bulk Assign Paperwork, you can assign a paperwork type to multiple people at once, saving time and reducing manual effort.

Why you’ll love Bulk Assign Paperwork

• Assign paperwork to multiple employees in just a few clicks

• Reduce repetitive admin work and manual errors

• Ensure consistency across teams and processes

• Spend less time managing paperwork.

Ready to give it a try?

Here’s how to get started:

1. Head to your Admin menu

2. Navigate to People

3. Select multiple people using the check boxes (you can filter first)

4. Use the Assign paperwork button in the bulk actions menu (bottom of page)

5. You’re good to go 🎉

Need inspiration?

Maintaining up to date emergency contact information is critical in case a time of need arises. Start by assigning everybody a new emergency contact form so your data is up to date.