🚀 Overview

This release delivers major enhancements to staff workflows, participant management, and resource discovery. Highlights include advanced filtering capabilities, streamlined navigation, improved communication tools, and significant performance boosts across the platform.

👥 Staff Experience Enhancements

🔍 Advanced Filtering & Search

• Smart Filtering System
  Introduced advanced filtering in the participant directory with multiple criteria — including barriers, programs, enrollment status, staff assignments, and date ranges.

Benefit: Helps staff quickly locate and manage the right participants for targeted follow-up and support.

• Enhanced Resource Discovery
  Improved resource search with smarter keyword matching and relevance scoring.

Benefit: Makes it easier to find the most relevant jobs, training programs, and support services for participants.

👤 Participant Management Improvements

• Streamlined Control Panel
  Updated participant control panel with faster load times, integrated notes, and improved data organization.

Benefit: Reduces time spent navigating between tabs and improves efficiency in case management.

• Bulk Action Capabilities
  Added tools to perform actions on multiple participants at once, including assigning groups, updating statuses, and sharing resources.

Benefit: Saves time and supports large-scale participant management with just a few clicks.

• Improved Profile Views
  Optimized participant profile layouts with clearer information hierarchy and new quick-access buttons for key actions.

Benefit: Makes it easier for staff to access participant details and take immediate action.

💬 Communication Tools

• Enhanced Messaging Interface
  Improved chat with better message threading, typing indicators, and read receipts.

Benefit: Enables smoother, more reliable communication between staff and participants.

• Notification Preferences
  Introduced granular notification settings that allow staff to customize which alerts they receive.

Benefit: Reduces alert fatigue and helps staff focus on the updates that matter most.

📚 Resource & Program Management

• Program Enrollment Tracking
  Improved visibility into participant enrollment statuses, completion rates, and progress milestones.

Benefit: Makes it easier to track participant outcomes and measure program effectiveness.

• Resource Outcome Analytics
  Expanded analytics for resource outcomes, including success metrics and engagement tracking.

Benefit: Gives organizations deeper insight into how resources are driving results.

🔧 Critical Bug Fixes

🧩 Data Integrity & Display

• Resolved Filter Persistence Issues
  Fixed bug where applied filters reset when switching between views.

Benefit: Ensures consistent filtering and saves time when managing participant lists.

• Corrected Group Assignment Display
  Fixed issue showing incorrect participant counts in group views.

Benefit: Provides accurate group metrics and reporting.

• Fixed Enrollment Status Updates
  Resolved issue preventing program statuses from updating when participants completed or exited programs.

Benefit: Keeps participant progress data accurate and reliable.

• Improved Archive Functionality
  Fixed access issues when viewing or restoring archived participant lists.

Benefit: Restores full access to historical data for better record management.

⚡ Navigation & Performance

• Enhanced Page Load Times
  Optimized backend queries, reducing average page load times by up to 40% across high-traffic staff views.

Benefit: Creates a faster, smoother user experience during daily operations.

• Fixed Routing Issues
  Corrected navigation bugs that blocked access to certain participant profiles and resource pages.

Benefit: Ensures seamless movement across all platform views.

• Improved Sidesheet Behavior
  Fixed issues with modal closing and data persistence inside sidesheets.

Benefit: Provides a more stable and predictable editing experience.

📩 Communication Reliability

• Restored Chat Notifications
  Fixed a critical issue where some chat messages failed to trigger email or SMS alerts.

Benefit: Ensures participants never miss important messages from staff.

• Corrected Message Timestamps
  Fixed incorrect timestamp displays across time zones.

Benefit: Maintains clear, accurate communication records regardless of user location.

🚀 Overview

This major release delivers comprehensive platform improvements centered on inclusive terminology, streamlined staff workflows, and critical bug fixes. Key updates include the transition from “candidate” to “participant” language, a full migration to the redesigned homepage, improved navigation architecture, and enhanced analytics tracking for deeper organizational insights.

🎯 Platform-Wide Terminology Update

Participant-Centric Language

• Comprehensive Copy Updates
  Completed the platform-wide transition from “candidate” to “participant” terminology across all staff-facing areas — including the homepage, sidesheets, buttons, and workflows.

Benefit: Promotes more inclusive and accurate language throughout the platform, aligning with the mission to center participants in all experiences.

👥 Staff Experience Enhancements

Navigation & Interface Improvements

• New Homepage Migration
  All staff users are now migrated to the redesigned homepage featuring success-stage–based workflows. The BETA label has been removed, and the legacy homepage has been fully deprecated.

Benefit: Provides a more intuitive and consistent experience that better supports staff in guiding participants toward success.

• Consolidated Settings
  Merged Teams, Staff, and Branding into a unified Settings view and removed the standalone organization page.

Benefit: Simplifies navigation, reduces menu clutter, and centralizes key administrative tools.

• Enhanced Control Panel
  Updated the participant control panel with integrated file management, contact details, and a more efficient layout — while removing redundant profile views.

Benefit: Saves time and improves visibility into participant information, enabling staff to take action faster.

Workflow Optimization

• Staff Reassignment on Archive
  Added a reassignment modal when archiving staff members, allowing users to transfer participants to another staff member before deactivation.

Benefit: Prevents participant gaps in support and ensures smooth transitions when staff changes occur.

• Improved Resource Ownership
  Fixed a critical bug that prevented staff from reclaiming ownership of resources after associating them with other organizations.

Benefit: Gives staff full control over their posted resources and ensures proper ownership attribution.

• Enhanced Resource Visibility
  Added an “Updated On” timestamp to resource cards alongside existing “Posted On” dates.

Benefit: Makes it easier for staff to identify the most current and relevant content when sharing resources with participants.

Communication Tools

• Streamlined Chat Experience
  Simplified the chat interface by removing the Activity and Success tabs and linking participant names directly to their control panels.

Benefit: Creates a cleaner, faster communication flow and easier access to participant information during conversations.

• Fixed Chat Bot Messages
  Resolved an issue that caused duplicate bot messages when new staff were assigned to existing chat rooms.

Benefit: Prevents confusion and keeps chat timelines clear and accurate.

Training & Onboarding

• Interactive Tour Improvements
  Upgraded Help Center tours using the Intercom API, allowing staff to restart interactive walkthroughs multiple times.

Benefit: Enables continuous learning and better onboarding for both new and existing users.

• Accurate Onboarding Tracking
  Fixed a data integrity issue where skipping onboarding incorrectly marked accounts as completed.

Benefit: Ensures reliable tracking of onboarding progress for better administrative oversight.

🔧 Critical Bug Fixes

Data Integrity & Display Issues

• Duplicate Group Entries
  Fixed an issue causing participants to appear multiple times in groups.

Benefit: Ensures accurate group membership records and cleaner data.

• Barrier Reduction Display
  Resolved a mismatch that showed “0–0 candidates” even when participants were present.

Benefit: Provides correct participant counts and more reliable reporting.

• Program Completion Status
  Corrected enrollment tracking so participants move from “Active” to “Completed” when finishing programs.

Benefit: Keeps program data accurate and up to date for reporting and performance tracking.

• Archived List Access
  Fixed a loading issue that prevented users from viewing archived participant lists.

Benefit: Restores full access to historical participant data and case records.

• Resume Experience Updates
  Fixed a bug that excluded newly added work experiences from PDF resume downloads.

Benefit: Ensures resumes reflect complete and current participant information.

Search & Resource Management

• Expired Resource Visibility
  Resolved an inconsistency where expired training programs continued appearing in search results.

Benefit: Keeps search results relevant and focused only on active, available opportunities.

🚀 Release Overview

This release focuses on critical communication fixes, advanced filtering capabilities, and robust reporting tools. Highlights include restored candidate messaging, improved search performance, and the launch of a powerful new analytics dashboard to support data-driven decision-making.

🏢 Employer & Recruiter Experience Enhancements

💬 Communication & Messaging

• Clickable Chat Links Fixed
  Links sent in chat messages now appear as active hyperlinks rather than plain text.
• Cleaner Chat Interface
  Sent messages no longer remain in the input field after pressing enter.

📊 Analytics & Reporting

• New In-App Reporting Dashboard Launched
  Introduced a comprehensive reporting system with features such as search performance.

• Faster Candidate Search + Feedback Indicators
  Improved the responsiveness of candidate searches and added loading indicators during searches.

👥 Staff Productivity & Management Tools

🗂️ Candidate Directory & Filtering

• New “Resume on File” Column & Filter
  Added a column and filter that lets staff easily view which candidates have resumes uploaded.
• Resume Filter Functionality Fixed
  Resolved a bug that prevented the resume filter from working properly.
• New “Candidate ToolKit” Access Point
  Added a button in the Staff Help Center for instant access to the Candidate ToolKit.

⚙️ System Performance & Navigation

• Improved Candidate List Pagination
  Fixed bugs where pagination would show empty pages or incorrect totals when filtering candidates without resumes.
• Accurate Candidate Totals
  Corrected inconsistencies between filtered candidate views and total candidate counts.

🚀 Release Overview

This release delivers significant improvements to organizational workflows, resource management, and overall user experience. Highlights include enhanced resource ownership tracking, improved candidate directory views, and key fixes across communication and job management systems.

👤 Candidate Experience Improvements

📢 Communication & Notifications

• More Contextual Resource Notifications
  Text and email alerts for shared resources now include the name of the sharing organization.

🏢 Employer & Recruiter Experience Enhancements

💬 Communication & Access

• Corrected Group Chat Portal Routing
  Notification emails now correctly link employers to the recruiter portal, instead of the staff portal, when accessing group chat messages.

👥 Staff Productivity & Management Tools

📚 Resource Management

• Cross-Organization Job Sharing Fixed
  Staff can now associate job opportunities with organizations outside their own.
• Resource Ownership Field Added
  Resources now clearly show whether they were posted by a staff member or an organization, via a new "organization" field.

👥 Contact Management

• Historical Contact Attribution Restored
  A backfill was completed to populate the "Added by" field on previously created contact cards.

🗂️ Candidate Directory Enhancements

• Default View Updated for Relevance
  The Candidate Directory now includes updated default columns: Name, Phone, Email, ZIP, Staff Assignment, Team, Group, Status, Created Date, and Resume Upload status. Unused legacy fields have been removed.

📊 Survey & Analytics Tools

• Paginated Survey Responses Table
  The survey response view now supports pagination, removing the previous 10-response limit.
• Improved Loading Indicators
  Skeleton loading states have been added to the survey response page during pagination.
• Smarter Resource Filter Display
  The survey interface now hides resource filters when no resources are attached to the survey.

🚀 Release Overview

This release focuses on improving data quality, user experience, and platform reliability. Key updates include required candidate profile fields, multilingual support, and enhanced survey and communication tools for staff.

👤 Candidate Experience Enhancements

📄 Profile & Resume Management

• Required Profile Fields for Better Data
  Candidates are now required to complete key profile sections, including:
• Multilingual Resume Builder Support
  The Resume Builder now supports translations to accommodate users who prefer non-English languages.
• Consistent Resume Upload Display
  Fixed display inconsistencies that caused uploaded resumes to appear in some areas but not others.

👥 Staff Productivity Improvements

📋 Survey & Resource Management

• Link One Survey to Multiple Resources
  You can now attach a single survey to multiple resources using a multi-select feature.
• Contact Attribution Field Added
  Each contact card now includes an "Added by" field showing who created the contact.
• Accurate Survey Response Counts
  Fixed a bug where survey response totals weren’t updating when surveys were tied to resources.

💬 Communication Tools

• Chat Search Function Restored
  Fixed a critical issue where chat search had stopped working.

🚀 Release Overview

This release delivers significant improvements to employer engagement, candidate application workflows, and staff productivity tools. Key enhancements include automated employer notifications, a streamlined resume builder, and improved navigation across all user experiences.

🏢 Employer & Recruiter Experience Enhancements

📩 Application & Resume Management

Automated Resume Notifications
Employers now receive automatic email alerts with candidate resumes when job-ready candidates apply or bookmark jobs.

Benefit: Never miss a qualified applicant—respond faster and streamline hiring.

Resume Preview Restored
Employers can now preview resumes created via the in-app Resume Builder before downloading.

Benefit: Quickly assess candidate qualifications without extra clicks.

Profile Access from Chat Fixed
Clicking on a candidate's name in chat now properly opens their full profile.

Benefit: Seamlessly move from conversation to candidate review.

Improved Candidate Sorting
Applicant lists are now shown in reverse chronological order (newest first).

Benefit: See the most recent applicants right at the top.

👤 Candidate Experience Improvements

📝 Resume Building & Job Applications

Consistent Application Flow
The job application experience is now standardized for all candidates, whether uploading a resume or using the Resume Builder.
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Benefit: Apply to jobs smoothly without confusion or unexpected steps.

Unified Resume Builder Interface
The Resume Builder now has a consistent layout across Skills, Education, and Certifications sections.
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Benefit: Easier to complete and update your resume.

Full Translation Support
The entire Resume Builder is now available in supported languages.

Benefit: Build your resume in the language that works best for you.

👥 Staff Productivity Enhancements

📇 Contact & Resource Management

New Signups Display Improved
The “New Signups” accordion now only shows candidates added after January 1, 2025, and sorts them by most recent activity.
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Benefit: Eliminate clutter and focus on the most relevant candidates.

Quick Access to "My Contacts"
A new "My Contacts" tab is now available in the Resources section.
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Benefit: Reach your contacts faster with fewer clicks.

Flexible Resource Notifications
Staff can now disable notifications when sharing resources via the quicksheet.
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Benefit: Avoid sending alerts for duplicate or sensitive resource shares.

Check out what's new on RiseKit!

👤 Candidate Experience Enhancements

📄 Create a Resume Right in RiseKit – We’ve launched a built-in Resume Builder, so candidates can create professional resumes directly within the platform—no need to upload external files.

Benefit: Save time and apply to jobs faster with a polished resume made on the spot.

🏢 Employer & Recruiter Improvements

👥 Easily Add Team Members – Employers can now invite teammates through a new Team Management section in Settings, with tools for email invites and access control.

Benefit: Collaborate with your team more efficiently and securely.

👁️ Real-Time Talent Viewing Indicators – A live “eye” icon now shows when a candidate profile is being viewed—no need to refresh the page.

Benefit: Stay in sync with your team’s actions and track engagement in real time.

📊 Better Activity Tracking & Analytics – Enhanced tracking now logs key employer interactions and engagement patterns.
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Benefit: Understand how your team engages with candidates to make smarter hiring decisions.

👥 Staff Experience Enhancements

🔔 Notifications On by Default – New staff accounts now start with all notifications enabled automatically.
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Benefit: Never miss important updates or candidate activity from day one.

🧭 Onboarding 2.0 is Here – We’ve redesigned the onboarding experience with improved navigation and progress tracking.
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Benefit: Get up to speed quickly and confidently with fewer clicks and more clarity.

📚 Smarter Resource Management

• Sort by Recent Activity: Staff can now see shared resources ordered by the latest updates.
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• Refreshed Resource Pages: Clean white backgrounds improve readability across resource pages.
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• Tiered Link Sharing Controls: Link sharing is now aligned with your organization type.

📈 New Engagement Tracking

• Contact Addition Events Tracked: We now track when staff add new contacts to the system.
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• Integrated Product Analytics: With Heap tracking in place, we’re now capturing detailed user behavior, clicks, and retention trends.

🎨 Design & Technical Improvements

🎨 Unified Visual Design System – We’ve aligned design system colors with SASS variables to ensure consistent styling across the platform.

Benefit: A more visually cohesive and professional experience.

🖥️ Fixed Staff Signup Page Styling – Resolved styling issues on the staff signup pages following recent platform updates.

Benefit: A smoother, more polished first impression when joining RiseKit.

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Check out what's new on RiseKit!

👤 Improvements for Job Seekers

📝 Survey Completion Now Confirmed Clearly – Fixed a bug that prevented candidates from seeing a completion screen after finishing surveys, even when all questions were answered.

Benefit: You’ll now know exactly when your survey is submitted—no more guessing or repeating steps.

🔗 Event Resource Links Now Work – Resolved 404 errors that occurred when accessing event-related links shared by staff.

Benefit: Get instant access to important event materials and information without broken links.

👥 Improvements for Non-Profit Staff

📋 Cleaner Survey Assignment Process – Fixed an issue where reassigning surveys to the same surveyor created duplicates on profiles.

Benefit: Maintain a clear, accurate survey history for both staff and participants, without unnecessary clutter.

📊 Impact Summary

✅ 3 critical bugs fixed that were blocking core user actions
📈 Better survey completion rates for candidates thanks to improved feedback and functionality
🧹 Smoother staff workflows with accurate, single-instance survey assignments
🔗 Improved access to event content with reliable resource links

Check out what's new on RiseKit!

🏢 Improvements for Employers & Recruiters

📅 View Application Dates at a Glance – We've added a "Date Applied" column in the Jobs view so recruiters can easily track when candidates submitted their applications.

Benefit: Prioritize follow-ups and manage candidate pipelines more effectively with better timing context.

💬 Easier Access to Team Chats – Recruiters can now join existing chat conversations using a new "Join Chat" button.

Benefit: Collaborate seamlessly across teams and avoid frustrating "Content missing" errors when accessing chats started by others.

👥 Enhancements for Non-Profit Staff

💵 New Income Tracking Field in Candidate Profiles – Added predefined income ranges to better support reporting and track economic outcomes.

Benefit: Collect the data you need for grant compliance and gain deeper insights into candidate progress.

❌ Onboarding Screen Exit Fixed – The “X” button now properly closes onboarding screens without reopening.

Benefit: Get started faster with a smoother onboarding experience.

🔗 Expanded Support for External Job Boards – Resolved an issue where staff couldn’t post resources using non-standard subdomain URLs (e.g., careers.company.com).

Benefit: Share more job opportunities by connecting seamlessly with diverse ATS platforms and corporate job boards.

🔧 Technical Improvements

🌐 Improved Subdomain Compatibility – Expanded support for a variety of subdomain formats across the platform.

Benefit: Ensure reliable integration with external systems using flexible, modern URL structures.

🔐 Better Chat Access Controls – Refined how chat room permissions are managed for a more secure and consistent experience.

Benefit: Keep sensitive conversations protected and reduce chat access errors.

🚪 Streamlined Onboarding Flow – Updated onboarding flow to exit properly when skipped.

Benefit: Save time and reduce user frustration when bypassing optional setup.

📈 Historical Tracking of Income Data – Now tracking income level updates over time with timestamps.

Benefit: Understand and report on long-term economic progress for candidates.

📊 Impact Summary

✔️ 5 critical issues resolved that were affecting day-to-day tasks
📈 New data fields added to support grant compliance and outcome tracking
⏱ Recruiter workflow improved with better visibility into candidate timelines
🔗 Broader integration support with third-party job and application systems

Here's what's new from RiseKit...

Enhancements for Job Seekers

🧭 Simplified Candidate Statuses – We’ve streamlined employer-facing statuses so terms like “App Received” and “Interested” now appear simply as “Applied.” Email alerts for interview invites are still active.

Benefit: Enjoy clearer, more consistent communication throughout your job application journey.

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🔍 UT Medical Center Jobs Now Visible to Staff – Fixed an issue where 2Unique staff couldn’t see UT Medical Center job postings.

Benefit: Gain access to all relevant job opportunities supported by your nonprofit staff.

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🐞 Candidate Card Loading Bug Fixed – Resolved an issue that caused pages to freeze when recruiters clicked into a candidate’s profile from a job listing.

Benefit: Expect smoother and faster navigation when employers view your profile.

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✏️ Editable Survey-Created Profiles – Candidates who were added via a survey can now edit their basic profile information.

Benefit: Keep your profile up to date with accurate personal and professional details.

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💬 Restored Recruiter-Candidate Chat History – Fixed an issue where past chats between candidates and recruiters were missing.

Benefit: Pick up conversations where you left off without losing important context.

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🔎 Recruiter Portal Search Fixed – Search errors in the recruiter platform have been resolved.

Benefit: Recruiters can now find you more easily and match you to jobs more efficiently.

Improvements for Non-Profit Staff

(New Staff Experience!)

📤 Send Resources to Groups – Staff can now share a resource with an entire group of candidates at once.

Benefit: Save time and ensure more candidates get the right resources quickly.

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🏷️ Tag Contacts as Employers with Industry Info – Contacts can now be labeled as employers and categorized by industry.

Benefit: Better organize employer relationships and streamline employer-related actions.

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📁 Archive Ended Partnerships – Staff can now archive contacts when a partnership ends.

Benefit: Keep your contact list clean and focused on active collaborations.

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🏢 Correct Organization Display on Resources – Fixed a bug so resources now show the correct organization tied to the contact, not just the posting org.

Benefit: Ensure resource ownership and attribution are accurate for better tracking.

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📅 Outdated Outcomes Hidden – Outcomes dated before 2024 are now hidden to reduce visual clutter.

Benefit: Focus only on the most relevant and recent impact data.

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🧹 Removed Legacy Code – Deleted old employer portal code from the staff repository.

Benefit: Enjoy a faster, more reliable experience with less system bloat.

Improvements for Employers

💬 Message Input Now Clears After Sending – Fixed a bug where the message box wouldn't reset after sending a group chat message.

Benefit: Communicate more efficiently without having to manually clear old messages.

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🛠️ Recruiter Jobs Page UI Polished – Resolved multiple display and interaction issues on the recruiter jobs page.

Benefit: Navigate and manage job postings with a smoother, more reliable interface.

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📄 Job Status Wording Updated – Removed the confusing "Expired" label from jobs that are still active or in draft.

Benefit: Get an accurate view of your job statuses and avoid confusion during hiring.