What's New | July 8, 2026

Keep Succession Plans Board-Ready

Share comprehensive succession planning reports with confidence using the new Succession Plan Book PDF. Download your entire Succession Plan Book directly from the Succession Planning page as a professionally formatted document that's ready for executive reviews, board meetings, and HR audits.

The report consolidates all active succession plans into a single document, providing leadership with a complete view of organizational readiness. Review candidate readiness, skills match scores, skills gap analysis, and succession planning details without manually compiling information from multiple sources.

Getting started is simple—select Download Succession Plan Book from the top of the Succession Planning page to generate your report instantly

Manage Ask HR Automations More Efficiently

Managing HR automations is now faster and more intuitive. Create, edit, and maintain workflows directly from the Active Automations tab in Ask HR without navigating between multiple pages.

This centralized experience provides greater visibility into your existing automations while making it easier to configure new workflows, update existing ones, and ensure your HR processes continue running efficiently. Spend less time managing automation settings and more time improving employee experiences.

Automate Candidate-to-Employee Data Transfer

Simplify the transition from recruitment to onboarding by automatically transferring custom table data from Candidate Profiles to Employee Profiles during employee creation.

Instead of manually recreating candidate information after hiring, ClayHR carries relevant custom data into the employee record automatically. This reduces administrative effort, eliminates duplicate data entry, improves data accuracy, and ensures valuable candidate information remains available throughout the employee lifecycle.

Automatically Map Form Data to Employee Records

Maintain accurate employee records by automatically mapping custom table data submitted through forms directly into Employee Records.

Once configured, information captured through forms is transferred to the corresponding employee record upon submission or approval. This eliminates repetitive manual updates, minimizes the risk of data inconsistencies, and ensures employee information remains synchronized across your HR system.

Automate Shift Scheduling with Recurring Shifts

Create recurring shifts in just a few clicks with the new Shift Recurrence feature in Rosters.

Instead of creating identical shifts manually, schedule recurring patterns daily, weekly, monthly, on weekdays, or through fully customized recurrence rules. This enhancement significantly reduces scheduling effort, improves workforce planning accuracy, and helps managers maintain consistent staffing schedules across teams.

Personalize the Mobile Dashboard Experience

Give employees a more personalized mobile experience with an enhanced dashboard that keeps important workplace information at their fingertips.

Employees can quickly access announcements, birthdays and anniversaries, who's off, who's off within their team, and rule-based custom widgets—all from a single, personalized dashboard. By surfacing the most relevant information in one place, the mobile experience becomes more engaging, informative, and convenient for employees on the go.

Generate Skill Descriptions with AI

Create consistent, high-quality skill descriptions in seconds using AI.

Instead of writing skill descriptions manually, generate structured and unbiased content directly within the skill profile. Review, edit, and copy the generated description into your skills library to accelerate setup while maintaining consistency across competencies. AI-powered skill generation helps organizations build and manage comprehensive skills libraries with significantly less manual effort.

What's New | July 8, 2026

Keep Succession Plans Board-Ready

Manage Ask HR Automations More Efficiently

Automate Candidate-to-Employee Data Transfer

Automatically Map Form Data to Employee Records

Automate Shift Scheduling with Recurring Shifts

Personalize the Mobile Dashboard Experience

Generate Skill Descriptions with AI

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