We’ve rolled out improvements to make the Performance Review process smoother and more transparent for everyone.

What’s new?

1. Employees can now nominate one reviewer directly in the system (earlier this was handled via Excel).
2. Review assignments are now managed fully within the system, removing manual back-and-forth.
3. HR can auto-assign reviewers based on working hours using a single button (earlier this data was shared manually).
4. Clear visibility of who is reviewing whom: Reviewer Coverage → All Reviewee list and Reviewee Coverage → Assigned reviewer list
5. Each review now clearly shows how it was assigned: Employee-nominated or System-assigned

These changes improve clarity, reduce manual work, and ensure a more structured and fair review process for everyone. ✅

To reduce confusion and improve clarity, we’ve updated the Projects & Jobs listing.

Previously, users with reporting team members could see all projects and jobs, including those worked on by their team, which made tracking difficult.

What’s new?

We’ve separated the view into two tabs:

1. Me - Shows only projects/jobs where you are assigned (PC, JC, SC, MC or as a Job employee).
2. My Team - Shows projects/jobs assigned to your reporting team members.

This change ensures better visibility, ownership clarity and a cleaner experience for everyone.✅

Sales coordinators can now add comments directly on billables and tag team members for better collaboration and quicker follow-ups.

This makes it easier to add context, flag concerns, and keep conversations connected to the billable record itself.

👉 Head to Billables -> activity to start using comments.

Smarter collaboration, right where the work happens 🚀

We’ve updated the pre-sales logging workflow for new pre-sales leads:

• Milestones are removed for new pre-sales leads
• One new job per pre-sales lead will now be created under the Sales Enablement Workflow
• Jobs will be created from Sahara by Sales
• The Job Coordinator (JC) assigned in Sahara will automatically be the JC in Everest
• JC is responsible for adding team members to the job who are working on the estimation, reviewing, and approving all logged hours by them.

⏳ Existing / older pre-sales activities will continue as-is, no changes required.

⚠️ If you are working on a new pre-sales lead and don’t see a job yet, please ask your Sales person to create it from Sahara before logging any hours.

For questions, feel free to reach out to Kajal directly.

We’ve enhanced Case Study master data management to reduce backend dependency and improve operational speed.

What’s Changed

Previously, Tech Stack and Tools used in Case Studies were managed via the backend Directus panel only. This has now been moved to the front-end UI.

What Admins Can Do Now

• Add new Tech Stacks and Tools
• Edit existing entries
• Manage master data directly from the UI → Master Data → Tech Stack / Tools

Scope

• Applies to Case Study master data
• Only accessible to authorized admin users

If you notice any missing entries or inconsistencies, please inform the Everest team to add/edit them.

To prevent accidental job closures or cancellations, we’ve updated the Close Job and Cancel Job actions with explicit warning messages in red text.

These messages clearly explain:

• What will happen when the job is closed or cancelled
• Whether future actions like edits or time logging will be allowed
• If the action is reversible or permanent

This change is intended to reduce confusion between navigation actions and irreversible job actions, and to ensure users make informed decisions before proceeding.

Please review the warning message carefully before confirming these actions.

We’ve introduced a new KPI on the Dashboard called Task Efficiency.

This KPI is calculated based on system-assigned tasks. Each task has a default resolution time of 24 hours. If a task is not completed within this timeframe, it will impact your Task Efficiency percentage.

Task Efficiency helps provide better visibility into timely action on system-generated tasks and overall operational responsiveness.

Please ensure system-assigned tasks are reviewed and completed on time to maintain a healthy efficiency score.

We’ve added a new Department Utilization report in Everest to give better visibility into how time is being utilized at a department level.

Where to find it:Reports → Timesheet → Department → Department Utilization

What this report shows:

• Available, Logged, Approved, and Free hours per department
• Utilization percentages (Logged %, Approved %, Free %)
• Split between Client, Internal, and Presales hours
• Clear comparison to identify under- or over-utilization trends

This report is useful for:

• Capacity planning
• Department-level performance tracking
• Identifying free bandwidth for upcoming work

Please review and use this report for planning and decision-making. If you notice any discrepancies or have improvement suggestions, feel free to share them.

• Timesheet Action RequiredIf a timesheet entry for a specific date remains pending for more than 7 days, a task will be assigned to either log work hours or acknowledge the day.
• Billable OverdueIf a billable crosses its due date without any action, a task will be assigned to the salesperson to ensure timely billing updates or corrective action.

These tasks are auto-generated, date-specific, and will be marked complete only after the required action is taken.

We’ve shipped a set of updates across tickets, reports, timesheets, clients, and performance reviews to improve clarity, automation, and day-to-day workflows.

Rewind

• Rewind 2025 tab removed

Tickets

• Auto-set assignee on type selectionWhile creating a ticket, you no longer need to manually choose an assignee. The assignee is now automatically set based on the selected ticket type.

Reports & Billables

• Updated Billables Status-wise ReportThe billables report has been moved from the billables listing to the company listing and is now displayed in a grouped format for better visibility and faster reporting.

• Separated Slippage and Extensions
• Added due and delayed filter in billables global listing

Jobs & Reports

• Add a total hours row in job > timesheet > employees list

Projects & Clients

• CODE field added to both Project and Client modules to clearly differentiate entities.
• Added a Type filter to distinguish between Leads and Clients from the contacts.

• Added CODE input in the client form

• Introduced a required field

Timesheet - Dashboard

• Fixed Active Project count
• Fixed Hours to be reviewed calculation for PCs

Performance Review

• Updated layout for improved usability
• New HR-focused features added
• Reviewer Assignments – Add or remove reviewees

• Reviewee Assignments – Add or remove reviewers

These updates are designed to reduce manual effort, improve reporting accuracy, and give teams better control where it matters most.

More improvements coming soon 🚀