provide more opportunities for your people to sharpen ......client driven + added -removed edited...

Client Driven + Added - Removed Edited Last Updated: April 15, 2020

Important: Any unreleased services or features referenced in this or other documents or public statements are not currently GENERALLY available and may not

be delivered on time or at all. Customers who purchase Cornerstone OnDemand applications should make their purchase decisions based upon features that are

currently available. 1

Provide More Opportunities for Your People to Sharpen Their Skills

Product Initiatives – major product redesigns or new product offerings Enhancements – updates to existing products or minor product/UI redesigns

Click project title to navigate to description

RECRUITING INITIATIVE

• TAG SUPPORT ON THANK YOU STEP

More accurately track the source of your applicants, and measure return on ads with support for tags on custom recruiter Thank You

pages.

• SIMPLIFIED RECRUITING EXPERIENCE IN MANAGE CANDIDATES

Improve the time-to-hire and recruiter efficiency with all the essential actions a recruiter needs to take, from one central place.

RECRUITING ENHANCEMENTS Most

Used By RECRUITING ENHANCEMENTS

Most

Used By

Manage Candidates Auto-Enabled in Production Recruiter Candidate Messaging & SMS (Pilot) Recruiter

Deprecation of Suggested Referrals and New Submissions

Pages With the August '20 Release Recruiter

Deprecation of Manage Applicants With the October '20

Release Recruiter

INTEGRATIONS & APIS - RECRUITING

Most

Used By

Hiring Manager Experience – Request Candidate Feedback

Enhancements + Recruiter

pymetrics Talent Management and Screening

Integration Recruiter


LEARNING INITIATIVES

• CORNERSTONE LEARN – PLAYLISTS With modern access to learning playlists within the Cornerstone Learn mobile app, users can search for, share, and access playlists of

curated learning content while on-the-go. • LEARNING DETAILS REDESIGN (EARLY ADOPTER) ENHANCEMENTS

Redesigned learning details pages provide an engaging, modern, mobile-responsive experience to help learners take action on

training from any device.

LEARNING ENHANCEMENTS Most

Used By CONTENT ENHANCEMENTS

Most

Used By

Deprecation of Legacy Learning Details Page with the October

'20 Release All

Delete Courses in Create Tool Admin

Back-end Optimizations to Learning Searches All Localizing the Create Tool Admin

ILT Session Becomes Available Email - Calendar Option Instructor

“Subscriptions” Field Added to the Course Catalog and

Course Console Admin

Learner Home – Subjects Banner Toggle Admin

CORNERSTONE LEARN ENHANCEMENTS

Most

Used By

Machine Learning Preferences Enablement on CDG4 Swimlane Admin

Cornerstone Learn – Background Processing for Course

Downloads (iOS) + End User

New Email Tag - Link to Instructor Request Page Instructor Cornerstone Learn – Device Registration End User

New Email Tag - Withdraw from Session End User Cornerstone Learn - Offline Course Deletion for Android End User

Set an End Date for Dynamic Assignments Admin Cornerstone Learn – Training Description Enhancements All

Training Launch Enhancements End User

Cornerstone Learn - Training Image Displayed for

Training Approvals Manager

“Waitlist Expired" and “Exempt” Statuses Will Not Increase Event

Regnum All

Cornerstone Learn – Training Push Notifications All

Reporting Fields – Learning Admin Cornerstone Learn – Supported Devices All

Curriculum Versioning Enhancements Auto-Upgraded With the

October '20 Release Admin

INTEGRATIONS & APIs - LEARNING

Most

Used By

Learning Assessments (Open Beta) Admin

Deprecation of the Proxy Enrollment API With the

February '21 Release Developer

Cornerstone Recruiting

Cornerstone Learning

https://csod365.sharepoint.com/sites/ReleaseDeliverables/Shared%20Documents/2020-05%20May%2020%20Release/Release%20Summary%20and%20Matrix/Subscriptions#_

https://csod365.sharepoint.com/sites/ReleaseDeliverables/Shared%20Documents/2020-05%20May%2020%20Release/Release%20Summary%20and%20Matrix/Subscriptions#_






PERFORMANCE INITIATIVE

• CURRENCIES REDESIGN

New improved UI allows clients to have more control over the currency types for their organization.

PERFORMANCE REVIEW ENHANCEMENTS Most

Used By SUCCESSION ENHANCEMENTS

Most

Used By

Reporting Fields – Performance Reviews Admin Matrixed Co-Planners in Succession Tasks Admin


CHECK-INS ENHANCEMENTS Most

Used By DEVELOPMENT PLANS ENHANCEMENT

Most

Used By

Check-Ins – Follow-Ups End User

Auto-Upgrade to Development Plans Redesign with the

August ’20 Release All

Check-Ins – Home Page Customization Admin Reporting Fields – Development Plans Admin

Check-Ins – Individual Notes End User

Check-Ins Template – Checking in During Difficult Times + Manager

Reporting Fields – Check-Ins Admin


HR ENHANCEMENT Most

Used By HR ENHANCEMENT

Most

Used By

Point-In-Time Headcount - New Fields Admin Secure User Custom Fields Admin


CONTENT ANYTIME ENHANCEMENTS Most

Used By CONTENT ANYTIME ENHANCEMENTS

Most

Used By

Remote Work Essentials Subscription (New) All Professional Skills Subscription Refresh End User

Leadership & Management Subscription Refresh Manager Sales & Customer Relationships Subscription Refresh All

Modern Compliance Subscription Refresh All

Cornerstone Performance

Cornerstone Careers

Cornerstone Content Anytime

Cornerstone HR






CORE INITIATIVE

• JQUERY LIBRARY UPGRADE

• REPORTING 2.0 – GENERAL AVAILABILITY

Build, share, and deliver your own report templates with Reporting 2.0.

CORE/GENERAL ENHANCEMENTS Most

Used By

MOBILE ENHANCEMENTS (GENERAL)

Most

Used By

Reporting 2.0 – Calculated Fields Admin

Cornerstone Mobile App Deprecation with the August

'20 Release All

Reporting 2.0 – Usability Enhancements Admin

Reporting 2.0 – Additional Fields Admin

EDGE IMPORT

Most

Used By

Deprecation of Custom Reports with the February '21 Release Admin Edge Import – Learning Loads (Early Adopter) Admin

RTDW Updates to Reporting API, RDW, and Data Exporter Admin

Real-Time Data Warehouse (RTDW) Optimizations + Admin

INTEGRATIONS & APIS - GENERAL

Most

Used By

Data Exporter – Addition of NDJSON and JSON Output Formats Admin Banner Core Data Inbound Integration Admin

Data Exporter – Deprecation of XML Manifest With the October

’20 Release & Addition of JSON Manifest for Non-Core Objects Admin

Bulk API (User & OU) Developer

Deprecation for Learning Loads on Data Load Wizard (DLW)

With the February '21 Release Admin

Kronos Workforce Ready Core Data Inbound

Integration Admin

May ’20 Language Pack Updates + All OU API (Early Adopter) Developer

New "Copy Down Scheduled" Email Trigger + Admin

STS Authentication End-Of-Life to Occur With The

February ’21 Release Developer

Disable Autocomplete for Login Fields Admin

New to Cornerstone Releases? Visit Getting Started & Program Overview UAT Feature Availability Detailed product information available in the Release Notes

Last Updated: April 15, 2020 Click to Return to Top 4

CORNERSTONE RECRUITING INITIATIVES

TAG SUPPORT ON THANK YOU STEP More accurately track the source of your applicants, and measure return on ads with support for tags on custom recruiter Thank You

pages.

PROJECT TYPE: Enhancement

HOW DOES THIS ADD VALUE? Tracking pixels on custom thank you pages of mobile friendly workflows will now be able to capture

more data.

TARGET AUDIENCE: Clients currently adding tracking pixels or considering adding tracking pixels to custom thank you pages of

mobile friendly workflows.

Prior to this enhancement, clients could add a tracking pixel to the custom thank you step and see that it was fired but did not

associate clicks to hired employees.

After this enhancement, clients can add User GUID (USER.ID) and Requisition ID (JOB.REQUISITION.ID) tags to a custom Thank You

page in the application workflow. When an applicant applies, the links will be replaced with real IDs (similar to email functionality).

With the addition of these new tags, clients can run a report on requisition and/or user data to associate tracking pixel data to

actual hired candidates, thus allowing them to identify top sources that yield the most qualified talent.

NEW PATHS:

Admin Path: Admin > Tools > Recruit > Application Workflow Templates > Add|Edit mobile-friendly template > Add|Edit mobile-

friendly Thank You page > Tags New

Recruiter Path: Recruit > Manage Requisition > Edit Req > Application Workflow > Add|Edit mobile-friendly Thank You page >

TagsNew

ENABLEMENT: On by default. Administrator to add tags to Thank You step.

RESOURCES

• First Looks • Webinar

SIMPLIFIED RECRUITER EXPERIENCE IN MANAGE CANDIDATES (SOME ENHANCEMENTS AVAILABLE NOW!) Improve the time-to-hire and recruiter efficiency with all the essential actions a recruiter needs to take, from one central place.


HOW DOES THIS ADD VALUE? Additional actions and information enable recruiters to efficiently and effectively manage all their

candidates from all their requisitions on the Manage Candidates page.

TARGET AUDIENCE: Recruiter

A recruiter's productivity can be negatively impacted when the tools for managing candidates are click-heavy. Consolidating all

candidates into a single view reduces a recruiter's need to navigate to various pages, enabling them to be more efficient and

productive. With additional information and actions now available, Manage Candidates continues to redefine the recruiter

experience.

May ’20 Release Highlights:

• Assign Integrations

• Suggested Referrals

• New Submissions

• Assign Forms

• Invite to Event

• Request Reference Letters

ASSIGN INTEGRATIONS (AVAILABLE NOW – ALL ENVIRONMENTS)

Recruiters with the "Applicants: Assign Integration" permission can select one or more candidates from the Manage Candidates

page and trigger an Assign Integrations flyout by selecting the option from the “More” dropdown. Recruiters can assign one

integration to the selected candidate(s) via the flyout.

https://clients.csod.com/phnx/driver.aspx?routename=Social/Topic/Posting/DiscussionPostingDetails&Posting=80962&Root=20







Additionally, background checks can now be assigned in any status. Prior to this enhancement, candidates had to be in a specific

background check status to assign a background check. Note: This does not apply to assigning background checks outside of

Manage Candidates.

SUGGESTED REFERRALS (AVAILABLE NOW – STAGE) Previously, clicking a link in the Referrals column on the Manage Requisition page would direct recruiters to the legacy Suggested

Referrals page. With this enhancement, clicking a link in the Referrals column on the Manage Requisition page directs recruiters to a

filtered view of the Manage Candidates page where the requisition and status filters only show suggested referrals from the selected

requisition. From here, recruiters can take action on the relevant suggested referrals, then modify their filters to action more

candidates, or use their browser back button to return to the Manage Requisition page.

Additionally, the Source column now shows the name of the person who submitted the suggested referral, along with the

relationship. This functionality is targeted to be available in production and pilot environments with the May ’20 Release.

NEW SUBMISSIONS (AVAILABLE NOW – STAGE)

Previously, clicking a link in the New Submissions column on the Manage Requisition page would direct recruiters to the legacy New

Submissions page. With this enhancement, existing links to the New Submissions page on the Manage Requisition page directs

recruiters to a filtered view of the Manage Candidates page where requisition and status filters only show new submissions from the

selected requisition. From here, recruiters can take action on the relevant new submissions, then modify their filters to action more

candidates, or use their browser back button to return to the Manage Requisition page. This functionality is targeted to be available

in production and pilot environments with the May ’20 Release.

ASSIGN FORMS (AVAILABLE NOW – STAGE)

In stage, recruiters with the “Recruiting Forms – Assign” permission can select one or more candidates from the Manage Candidates

page and trigger the Assign Forms flyout by selecting the option from the “More” dropdown. Recruiters can also assign forms to a

candidate from the applicant carousel by clicking the Assign Form link on the carousel page. This functionality is targeted to be

available in production and pilot environments with the May ’20 Release.

INVITE TO EVENT (AVAILABLE NOW – STAGE)

In stage, recruiters with the “Applicants: Manage Interviews” permission can select one or more candidates from the Manage

Candidates page and trigger the Invite to Event flyout by selecting the option from the “More” dropdown. Recruiters can also invite

one candidate to interview events from the applicant carousel by clicking the Invite to Event link on the carousel page. This

functionality is targeted to be available in production and pilot environments with the May ’20 Release.

REQUEST REFERENCE LETTERS (AVAILABLE NOW – STAGE)

In stage, recruiters with the “Reference Letter – Assign” permission can select one or more candidates from the Manage Candidates

page and trigger the Request Reference Letter flyout by selecting the option from the “More” dropdown. Recruiters can also

request reference letters from a candidate in the applicant carousel by clicking the Request Reference Letter link on the carousel

page. This is targeted to be available in production and pilot environments with the May ’20 Release.

MANAGE FLAGS ON THE APPLICANT CAROUSEL (AVAILABLE NOW – STAGE)

Prior to this enhancement, a Manage Flags option was available on the Manage Candidates page but was not available on the

applicant carousel. In stage, recruiters can now manage flags for one candidate at a time on the applicant carousel to quickly and

easily categorize a candidate for future reference. This is targeted to be available in production and pilot environments with the

May ’20 Release.

NEW PATHS:

Recruiter Path 1: Recruiting > Manage Candidates > select candidate > More > Assign Integration|Assign Form|Invite To

Event|Request Reference Letters New

Recruiter Path 2: Recruiting > Manage Requisitions > Suggested Referrals > Manage Candidates (filtered for Suggested Referrals) New

Recruiter Path 3: Recruiting > Manage Requisitions > New Submissions > Manage Candidates (filtered for New Submissions) New

Recruiter Path 4: Recruiting > Hiring Dashboard > New Submissions > Manage Candidates (filtered for New Submissions) New

Recruiter Path 5: Recruiting > Recruiting Dashboard > New Submissions > Manage Candidates (filtered for New Submissions) New

Recruiter Path 6: Recruiting > Recruiting Dashboard > Suggested Referrals > Manage Candidates (filtered for Suggested Referrals)New






Recruiter Path 7: Recruiting > Recruiting Manager Dashboard > Suggested Referrals > Manage Candidates (filtered for Suggested

Referrals) New

ENABLEMENT: Manage Candidates – currently on by default in stage; on by default in production/pilot at release and the option to

enable via Recruiting Feature Activation Preferences will be removed. Assign integrations – on by default in all environments as of

the February 21(stage) and March 6(production/pilot) patches. Suggested Referrals and New Submissions – direct link to the

Manage Candidates page is currently on by default in stage as of the February ’20 Release; on by default in production/pilot at

release. Assign Forms/Invite to Event – currently on by default in stage as of the March 6 patch; on by default in production/pilot at

release. Request Reference Letters – currently on by default in stage as of the April 3 patch; on by default in production/pilot at

release. Manage Flags on the Applicant Carousel – currently on by default in stage as of the start of UAT; on by default in

production/pilot at release.

RESOURCES

• Online Help – Manage Candidates

• Video

• First Looks

• Starter Guide and Adoption Kit

• Webinar




https://help.csod.com/help/csod_0/Content/Manager/Recruiting/Manage_Candidates/Manage_Candidates_Early_Adopter_Overview.htm?tocpath=Recruiting%7CScreening%7CManage%20Candidates%7C_____1







RECRUITING ENHANCEMENTS MANAGE CANDIDATES AUTO-ENABLED IN PRODUCTION With the May '20 Release, Manage Candidates will be auto-enabled in production and pilot environments. The option to enable via

Recruiting Feature Activation Preferences will also be removed as it will no longer be needed. Manage Candidates was previously

auto-enabled in stage environments with the February ’20 Release.

RESOURCES

• Online Help – Manage Candidates • Starter Guide and Adoption Kit

DEPRECATION OF SUGGESTED REFERRALS AND NEW SUBMISSIONS PAGES WITH THE AUGUST '20 RELEASE With the May ’20 Release, along with the auto-enablement of Manage Candidates in production and pilot environments, when

New Submissions or Suggested Referrals are selected from the Manage Requisition, Hiring Dashboard, Recruiting Dashboard, or

Recruiting Manager Dashboard pages, users will be redirected to a filtered view of the Manage Candidates page instead of the

New Submissions or Suggested Referrals pages. Support for defects related to the Suggested Referrals and New Submission pages

will also stop at this time. This redirect is already available today in stage portals.

With the August ’20 Release, the deprecation will be complete with the removal of the New Submissions & Suggested Referrals

pages in all environments.

Manage Candidates is a one-stop-shop for recruiters to effectively and efficiently manage candidates throughout the hiring

process. Manage Candidates provides a modern UI and the same functionality currently available on the New Submissions and

Suggested Referrals pages. This change provides a better user experience by centralizing all the essential actions recruiters need to

take from one page, rather than navigating to multiple pages.

RESOURCES

• Online Help – Manage Candidates • First Looks • Manage Candidates Starter Guide and Adoption Kit

DEPRECATION OF MANAGE APPLICANTS WITH THE OCTOBER '20 RELEASE With the May '20 Release, in stage environments, when the Applicants count is selected from pages such as the Hiring Dashboard or

Manage Requisition, users will be redirected to a filtered view of the Manage Candidates page specific to the relevant requisition

instead of Manage Applicants. Links to the Manage Applicants page from any other page will redirect to Manage Candidates as

well.

With the August ’20 Release, the redirects to Manage Candidates instead of Manage Applicants will be automatically enabled in

production and pilot environments. Support for defects related to Manage Applicants will also stop at this time.

With the October ’20 Release, the deprecation will be complete with the removal of Manage Applicants in all environments.

Manage Candidates is a one-stop-shop for recruiters to effectively and efficiently manage candidates throughout the hiring

process. Manage Candidates provides a modern UI and additional actions and details available to recruiters that Manage

Applicants doesn't. This change provides a better user experience by centralizing all the essential actions recruiters need to take

from one page, rather than navigating to multiple pages.

RESOURCES

• Online Help – Manage Candidates • First Looks • Manage Candidates Starter Guide and Adoption Kit














HIRING MANAGER EXPERIENCE – REQUEST CANDIDATE FEEDBACK ENHANCEMENTS (SOME ENHANCEMENTS NOT

AVAILABLE AT THE START OF UAT) PROJECT TYPE: Enhancement

How does this add value? Enhancements, driven by client feedback, to improve the overall experience for both hiring managers

and recruiters.

Welcome Page Added to Candidate Feedback Request Cohort

Previously, if a recipient accessed a cohort page via the share link, they were unable to read a message left by the recruiter. With

this enhancement, every cohort now has a welcome page that includes the message left by the recruiter, the date the group of

candidates were shared, and the recruiter's name. This welcome page provides more context to the recipient, making it very clear

what is being asked.

View Job Position OU in Search Results (Not Available at the Start of UAT)

Recruiters have the ability to search for and select multiple business stakeholders as recipients for the Request Candidate Feedback

workflow in Manage Candidates. Prior to this enhancement, search results only displayed first and last names making it difficult to

differentiate between multiple people in the organization with the same name. Following this enhancement, an employee's position

OU is also listed to the right of the employee's name allowing recruiters to share candidates with the correct business stakeholder.

Optimized Feedback UI (Not Available at the Start of UAT)

Prior to this enhancement if feedback was pending, recruiters would see they have feedback pending but they would not know

who they are waiting on. With this enhancement, recruiters can see who has not left feedback, making it easier to follow up with

them.

ENABLEMENT: On by default. View Job Position OU in Search Results and Optimized Feedback UI not available at the start of UAT.

RESOURCES

• Online Help – Request Candidate Feedback • Manage Candidates Starter Guide and Adoption Kit

CANDIDATE MESSAGING & SMS (PILOT) PROJECT TYPE: Innovation

How does this add value? Facilitates fast and effective communication for a smooth recruiting process and positive candidate

experience.

Candidate Messaging allows recruiters to converse with candidates directly inside Cornerstone Recruiting through an instant

messaging-style interface. Candidates are notified of unread messages via email and SMS (where available and possible) and can

respond directly to recruiters using a link in the notification, which takes them to a familiar messaging experience in their desktop PC

or phone browser.

Within recruiting teams, candidate conversations often need to be tracked visibly across the team so that multiple members can

engage with the candidate without causing confusion or overlap. Recruiters can view their own conversation with a candidate, as

well as any other users' conversations with the same candidate, allowing for easy cross-team visibility.

When used with SMS, Candidate Messaging offers recruiters' messages a much greater level of immediacy and reach. As

technology use shifts to mobile devices, SMS commands significantly higher user engagement – as high as a 5x open rate and 8x

clickthrough rate - compared to email. In a competitive labor market, better outreach visibility could significantly increase an

organization’s ability to retain candidates' attention.

This release continues the pilot that is currently in progress for a small group of clients. Ideal pilot clients have a talent acquisition

organization of significant size/complexity that appreciates SMS' value and advantages over email. As this feature is the first native

SMS implementation within a Cornerstone product, the pilot phase prioritizes customers who are willing to purchase SMS quota and

work closely with the Cornerstone product team to onboard and deploy the feature to users.




https://help.csod.com/help/csod_0/Content/Manager/Recruiting/Manage_Candidates/Feedback_Requests/MC_Request_Feedback.htm?tocpath=Recruiting%7CScreening%7CManage%20Candidates%7CManage%20Candidates%20-%20Feedback%20Requests%7C_____2




NEW PERMISSION:

• View and Send Messages: Grants access to Candidate Messaging & SMS functionality. Added by default to "Requisition

Owner" and "Applicant Reviewer" when this functionality is enabled in a portal.

NEW PATH:

Recruiter Path: Recruiting > Candidate Messaging New

ENABLEMENT: Pilot program is limited to a small group of clients who work closely with our Product team. All clients that participate in

the pilot need to adopt both Candidate Messaging and SMS. SMS quota must be purchased separately. Quota details are subject

to change during the pilot.

INTEGRATIONS & APIs - RECRUITING pymetrics TALENT MANAGEMENT AND SCREENING INTEGRATION (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? The pymetrics integration helps organizations make well-informed hiring decisions—all within the

convenience and seamlessness of the Cornerstone recruitment and talent management system you already use.

pymetrics assessments use data science to predict a candidate's job fit and future performance, rather than only focusing on the

skills a candidate has already attained based on their resume. pymetrics assessments can be included in the application workflow

and can also be sent manually by the recruiter outside of the job application.

NEW PATH:

Admin Path: Admin> Tools> Edge> Marketplace > pymetrics Talent Management and Screening New

Enablement: Self-Activation via the pymetrics Talent Management and Screening tile in Edge Marketplace. Clients must have a

pymetrics Enterprise account to use this integration. Additional information regarding how to enable the integration is available

within the pymetrics tile in Edge Marketplace. Available as of the March 6 patch.






CORNERSTONE LEARNING INITIATIVES CORNERSTONE LEARN - PLAYLISTS (NOT AVAILABLE DURING UAT) With modern access to learning playlists within the Cornerstone Learn mobile app, users can search for, share, and access playlists

of curated learning content while on-the-go.


HOW DOES THIS ADD VALUE? Access and launch content from Playlists directly in the Learn app.

TARGET AUDIENCE:

The Cornerstone Learn app helps organizations meet their learning goals by providing learners with the ability to discover and

engage in learning when and where it is convenient. This enhancement allows learners to interact with playlists, manually curated

learning that experts in their organization have created, directly from the Cornerstone Learn app.

Included:

• Search for and filter by playlists via Learning Search

• Follow playlists

• A new playlist carousel on the Learner Home screen

• Launch mobile-enabled training within playlists

• Launch External Content within playlists

• View Playlists Metrics: Created, Following

• Share Playlists

NEW PATHS:

User Path 1: Cornerstone Learn > Playlists Carousel New

User Path 2: Cornerstone Learn > Your Playlists New

ENABLEMENT: On by default upon updating the Learn app in the Apple App Store or Google Play Store. Playlists must also be active

in the portal. Playlists can be activated via Learning Preferences > Feature Activation Preferences. The existing Playlists - View

permission is needed to access playlists from within the Learn app. Not available during UAT.

RESOURCES

• First Looks • Webinar • Starter Guide and Adoption Kit

LEARNING DETAILS REDESIGN (EARLY ADOPTER) ENHANCEMENTS (SOME ENHANCEMENTS AVAILABLE NOW!) Redesigned learning details pages provide an engaging, modern, mobile-responsive experience to help learners take action on

training from any device.


HOW DOES THIS ADD VALUE? Attractive new design is enticing and easy to use. Additional functionality in a mobile-friendly UI

increases learners’ ability to evaluate and take action on learning, using any device.

TARGET AUDIENCE: Organizations wishing to improve their learners’ experience when visiting the learning details page.

The learning details page, one of the most heavily used pages in any portal, is redesigned with a refreshing new look and added

functionality. The new page is mobile-friendly and has a modern look and feel which is consistent with other newer pages. The

Learning Details Redesign is a multi-release initiative to drive learner engagement. The May '20 Release continues to focus on

features that have been highly requested by clients.

Included with the May ’20 Release

• Display Currently Registered/Max Available Space • One Waitlist Per Person Per Event

• Display Session Locator # and Year

• “View Prerequisites” Primary Action

• Strikethrough Logic for Pricing

• Enhanced Curriculum Contents

• Learning Details Preferences – Ability to Control Data Display

• Improved Workflow for Prework, Postwork, and Prerequisites

• Enhanced Visual Design









The following customer types are considered a good fit for the Early Adopter program:

Clients who currently have significant mobile usage across learners

Clients who aim to increase mobile usage across learners

Clients who heavily utilize events & sessions

Clients who aim to increase learner engagement through discovery and self-registration of training

Clients who leverage assignment functionality that would benefit from learners being able to view status and due date from

the Learning Details page

Clients who use Ratings & Reviews

The following customer types are not considered a good fit for the Early Adopter program:

Clients who heavily utilize training types that are not currently supported

o Certifications

o Programs & Cohorts

o Libraries

o Quick Course

Clients who heavily rely on Training Badges

Clients who have heavy customization on this page (injected CSS via the page footer)

Extended Enterprise (EXE) clients who need support for Anonymous Browsing

DISPLAY CURRENTLY REGISTERED/MAX AVAILABLE SPACE (AVAILABLE NOW!)

The total number of learners registered for a session against the total available space will display on the session flyout in the

metadata section. This enhancement is available as of the March 6 patch.

DISPLAY SESSION LOCATOR # AND YEAR (AVAILABLE NOW!)

When it exists, the session locator # will display on the Session Flyout in the metadata section, and year will be included in date

ranges. This enhancement is available as of the March 6 patch.

STRIKETHROUGH LOGIC FOR PRICING (AVAILABLE NOW!)

Event and session prices display a strikethrough if the user who is viewing them has them included in a subscription. This

enhancement is available as of the April 3 patch.

IMPROVED WORKFLOW FOR PREWORK, POSTWORK, AND PREREQUISITES

When a user has a status of registered or higher for a training that contains prework, postwork, or prerequisites, then that user will be

able to take action on the associated prework, postwork, or prerequisites regardless of the availability set for that training.

ONE WAITLIST PER PERSON PER EVENT

In portals where the "Limit users to one waitlist per event" ILT Preference is enabled, when a learner is already on the waitlist for a

session and the learner requests to be on the waitlist for another session within the same event, a notification appears stating that

the event is limited to one waitlist per person. If the learner proceeds, the learner will be removed from the other waitlist.

ENHANCED CURRICULUM CONTENTS (AVAILABLE POST-RELEASE)

Rather than a flat curriculum structure, if a curriculum is configured with nested levels then the structure will be represented for one

level. This enhancement is targeted for a post-release patch and is not available during UAT.

ENHANCED VISUAL DESIGN (AVAILABLE POST-RELEASE)

Improvements to visual design including adding thumbnail images for those trainings that have custom images and small general UI

enhancements. This enhancement is targeted for a post-release patch and is not available during UAT.

LEARNING DETAILS PREFERENCES – ABILITY TO CONTROL DATA DISPLAY (AVAILABLE POST-RELEASE)

A new page display preference is added to the existing Learning Details Preferences UI as a new tab. Administrators will now be

able to configure which training metadata displays such as available languages or price. Administrators can also control the display

of the related learning section in the new learning details pages. The existing learning details preference to enable the new learning

details page by training type can still be accessed in the Learning Details Preferences UI via the page enablement tab. This

enhancement is targeted for a post-release patch and is not available during UAT.






“VIEW PREREQUISITES” PRIMARY ACTION (AVAILABLE POST-RELEASE)

When a learner has a training in status Pending Prerequisite, “View Prerequisites” will be displayed as the primary action on any

page where actions can be seen (Learning Details, Learner Home, Transcript, Welcome Page, etc). Clicking the primary action

"View Prerequisite" will take learners to the Prerequisite Section on the new learning details page of the given training. This

enhancement is targeted for a post-release patch and is not available during UAT.

NEW PATH:

Admin Path: Admin > Tools > Learning > Learning Preferences > Learning Details Preferences > Page Enablement|Page Display New

ENABLEMENT: Stage – On by default for all supported training types. Production/Pilot – On by default only for clients who have

enabled Learning Details Redesign already. Clients who have not yet enabled Learning Details Redesign in production or pilot can

choose to enable the new learning details page for one or more supported training types the Learning Details Preferences page.

The following enhancements are targeted to be available in a post-release patch and are not available to test during UAT: Learning

Details Preferences – Ability to Control Data Display, “View Prerequisites” Primary Action, Enhanced Visual Design and Enhanced

Curriculum Contents.

RESOURCES

• First Looks • Video

• Legacy Learning Details Page Deprecation Announcement

• Starter Guide

• Webinar










LEARNING ENHANCEMENTS

DEPRECATION OF LEGACY LEARNING DETAILS PAGE WITH THE OCTOBER '20 RELEASE The legacy version of the Learning Details page, sometimes referred to as “Training Details” or “LO Details” will be deprecated for

training types that have been redesigned as a part of the Learning Details Redesign initiative.

Included:

• Curriculum

• External Content

• Material

• Online Course

• Test

• Video

• Events & Sessions

With the August ’20 Release, Learning Details Redesign will reach General Availability. All portals will have it enabled by default for

all training types supported by the Learning Details Redesign. Post May release, clients can still opt-out of the new page by disabling

it via Learner Home Preferences to continue use of the legacy page until the October ’20 Release.

With the October ’20 Release, the deprecation will be complete for all training types that are supported in the Learning Details

Redesign. All portals will use the new learning details page for the supported training types and the preference to enable the new

learning details page will no longer be visible in portals as it will no longer be needed.

Legacy learning details will continue to be supported for the following training types:

• Certification

• Cohort

• Library

• Posting

RESOURCES

• First Looks • Learning Details Redesign Starter Guide

BACK-END OPTIMIZATIONS TO LEARNING SEARCHES PROJECT TYPE Enhancement

How does this add value? Back-end optimizations for better stability, reliability, and monitoring of Learning searches.

Beginning in Q2 2020, Cornerstone will begin back-end optimizations to improve Learning searches. No changes to Learning search

features should be observed by administrators or end-users. Search querying and results should match the existing experience.

ILT SESSION BECOMES AVAILABLE EMAIL – CALENDAR OPTION PROJECT TYPE: Enhancement

How does this add value? Easier management and scheduling of sessions for instructors and others via email.

This enhancement adds Calendar Options and Email Format fields to the “ILT Session Becomes Available” email template so that

the recipient can receive either a meeting invite or calendar attachment in the “ILT Session Becomes Available” mail that helps the

Instructors and other recipients to block out the time in their calendar to avoid scheduling conflicts.

NEW PATHS:

Admin Path: Admin > Tools > Core Functions > Email Management > ILT Session Becomes Available > create|edit email > Email

Format| Calendar Options New








ENABLEMENT: On by default.

RESOURCES

• Online Help – Email Calendar Options • First Looks • Webinar • Video

LEARNER HOME – SUBJECTS BANNER TOGGLE (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? Ability to toggle off the Subjects Banner to prevent it from displaying over custom banners.

On the Learner Home page, the Subjects Banner is meant to be a temporary banner to prompt learners to add subjects they are

interested in so Learner Home can recommend relevant training to them. Prior to this enhancement, the Subjects Banner would

display over custom banners until learners either added subjects or dismissed the subjects banner via the X icon.

With this enhancement, administrators can deactivate the Subjects Banner by division via the Learner Home Preferences page. If an

administrator later enables the Subjects Banner again, it will display to learners unless the learner has already dismissed the banner

or added subjects.

NEW PATHS:

Admin Path: Admin > Tools > Learning > Learning Preferences > Learner Home Preferences > Subjects Banner New

ENABLEMENT: On by default. Administrator to deactivate the Subjects banner via Learner Home Preferences. Available as of the

March 6 patch.

RESOURCES

• First Looks • Starter Guide and Adoption Kit

MACHINE LEARNING PREFERENCES ENABLEMENT ON CDG4 SWIMLANE (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? The Machine Learning Preferences page is now available for CDG4 swimlane clients to configure their

Content Filtering preference.

Prior to this enhancement, the Machine Learning Preferences page was not available for secure swimlane organizations due to

security concerns. With this enhancement, the Content Filtering option on the Machine Learning Preferences page is now available

for CDG4 swimlane clients.

ENABLEMENT: On by default. Available as of the March 6 patch.

RESOURCES

• Online Help – Machine Learning Preferences • Knowledge Article – Find Your Swimlane

NEW EMAIL TAG – LINK TO INSTRUCTOR REQUEST PAGE PROJECT TYPE: Enhancement

How does this add value? Reduces clicks to accept or reject the instructor request for an ILT session.

When an instructor is added to a session and a confirmation is required, an “Instructor Request” email can be sent to the instructor

to advise them of the pending instructor request. This enhancement adds an INSTRUCTOR.REQUEST.LINK tag to the “Instructor

Request” email template. When this tag is included in the email sent to the instructor, the instructor sees a link to click in the email

that redirects to the exact session’s request page where the instructor can directly respond to the request. This link is SSO enabled for

those clients that use SSO.




https://help.csod.com/help/csod_0/Content/Managing_Communications/Email_Management/Outlook_Options.htm?tocpath=General%20Features%20(Core)%7CEmail%20Administration%7CSystem%20Email%20Administration%7C_____6






https://help.csod.com/help/csod_0/Content/Preferences/Learning_Preferences/Machine_Learning_Preferences.htm

https://csod-external.force.com/supportcentral/s/article/Where-can-we-find-our-swimlane-status



NEW PATH:

Admin Path: Admin > Tools > Core Functions > Email Management > Instructor Request > create|edit email > Tags >

INSTRUCTOR.REQUEST.LINK New


RESOURCES

• First Looks • Webinar • Video

NEW EMAIL TAG – WITHDRAW FROM SESSION PROJECT TYPE: Enhancement

How does this add value? An easier, faster way for learners to withdraw from an ILT session which can help reduce no-shows and

free up seats for others.

This enhancement adds a WITHDRAW.SESSION.LINK tag to the “ILT Session Register” email template. When this tag is included in the

email sent to the student, the student sees a link to click in the email that redirects to the session’s “Withdraw Registration” page.

From here, the learner can select the reason for withdrawal to complete the process, eliminating the need to search for the session

in their transcript prior to withdrawing. This link is SSO enabled for those clients that use SSO.

NEW PATH:

Admin Path: Admin > Tools > Core Functions > Email Management > ILT Session Register > create|edit email > Tags >

WITHDRAW.SESSION.LINK New


RESOURCES

• First Looks • Webinar • Video

SET AN END DATE FOR DYNAMIC ASSIGNMENTS PROJECT TYPE: Enhancement

How does this add value? Reduce manual work when managing an organization’s dynamic learning assignments for content that

will only be relevant for a set period of time.

When creating an assignment, administrators can set a date for a dynamic assignment to stop processing and become inactive.

Processing would end the day before the end date. On the designated end date, there would be no processing.

NOTES:

• This field cannot be edited once the end date has been set.

NEW PATHS:

Admin Path 1: Admin > Tools > Learning > Learning Assignment Tool > Create Assignment > select Dynamic assignment type >

Schedule > Processing End Date New

Admin Path 2: Admin > Tools > Learning > Learning Assignment Tool > find assignment > View Summary > Schedule > Processing End

Date New

ENABLEMENT: On by default. Administrators to set an end date if needed.

RESOURCES

• First Looks • Starter Guide














TRAINING LAUNCH ENHANCEMENTS PROJECT TYPE: Enhancement

How does this add value? Simplified launch experience for learners involves fewer clicks and allows learner to continue browsing on

the page they launched from.

Streamlined Launch Workflow

Learners who do not require an approval can launch training not currently on their transcript without first having to click "Request" or

"Register". Training requiring an approval must still be requested, but after approval, the "Register" click is removed from the workflow

allowing learners to launch and access the training sooner. Browsing pages include, but are not limited to, Learner Home, Learner

Search, Playlist, learning details pages, Welcome Page, and transcript. This behavior was previously controlled by a backend setting

but is now enabled by default for all portals and for all launch workflows.

With this streamlined launch workflow, training with associated costs and prerequisites must still be paid for and have prerequisites

completed prior to launching.

Launch Redirect

When launching training, the background page remains and no longer redirects to the transcript, allowing learners to continue

browsing by removing the obstacle that interrupts their learning path. This is the existing behavior for most scenarios, but with the

May ’20 Release, this functionality extends to all launching pages and training types to now include Learner Home, Learning Search,

playlists, learning details for unassigned materials, and online courses/quick courses.

NOTES:

• Both enhancements apply to legacy and redesigned learning details pages.


RESOURCES


"WAITLIST EXPIRED" AND “EXEMPT” STATUSES WILL NOT INCREASE EVENT REGNUM PROJECT TYPE: Fix

How does this add value? Improved experience for learners and administrators.

When a learner is in a “Waitlist Expired” or “Exempt” status for a session, the system automatically re-assigns the event when the user

completes a session for that event. The re-assigned event has the highest registration number and creates the impression that the

user still has the training incomplete. For clients with recurring assignments, when reporting on greatest or latest reg number, this

behavior directly impacts their ability to report on user completions, which can be a compliance issue.

With this enhancement, “Waitlist Expired” and “Exempt” session statuses will not increase the regnum for an event if there is no

further learner action required for the event.


RESOURCES











REPORTING FIELDS – LEARNING (SOME ENHANCEMENTS AVAILABLE NOW!)


"Archived from Transcript? (Curriculum)" Field Added to Reporting 2.0 (Available Now!)

How does this add value? In Reporting 2.0, the "Archived from Transcript? (Curriculum)" field is available when building a “Curriculum

Transcript Report” report type. This field was previously only available in custom reports.

Section Fields

Curriculum > Transcript • Archived from Transcript? (Curriculum)


"Past Due Aging" Filter (Available Now!)

How does this add value? Leverage “Past Due Aging” as a filter to identify learners that have training which is more than X number

of days past due.

In Reporting 2.0, the "Past Due Aging" field can now be added as a filter in learning reports that utilize this field. This functionality was

previously only available in custom reports.


New Certification Fields (Available Now!)

How does this add value? In Reporting 2.0, new fields allow clients to report on when a certification was assigned to a learner, and

the date and time of the most recent change to the learner's certification status.

It is also now possible to report on the certification ID, which is a unique identifier for a certification.

The following fields are available in Reporting 2.0 when building a “Certification Report” report type.

Section Fields

Certifications • Assigned Date

• Status Change Date

• Certification ID

NOTES:

• The “Status Change Date” does not apply to Past Due and On Hold flags. These are not certification statuses; they are flags

on a certification.


"Completed SCOs %" field renamed to "Course Progress %"

How does this add value? In both Reporting 2.0 and custom reports, the "Completed SCOs %" field is renamed to "Course Progress %"

to better describe the data it reports on.

NOTES:

• The actual data in this field is not affected.

• Clients with automation/downstream processes may be impacted. If users have automated downstream processes that

look for the name of the field “Completed SCOs %” the process could fail or not update properly. In this scenario, the

downstream process would need to be updated to look for “Course Progress %" instead.


RESOURCES









CURRICULUM VERSIONING ENHANCEMENTS AUTO-UPGRADED WITH THE OCTOBER '20 RELEASE The following curriculum versioning enhancements introduced in the February '20 Release and available to self-activate in

production portals via the Learning Preferences > Feature Activation Preferences page, will be auto-upgraded in production portals

with the October '20 Release.

• Curriculum Structure Auditing available on Course Console and Transcript • New Due Date Calculation Logic that recalculates only added or versioned curriculum child training upon parent

curriculum versioning • Hiding Expired Appended Training In Curricula • Upgrading Curriculum Child Training If a New Version Exists When Maintain Progress Is Selected during curriculum versioning

Once the auto-upgrade occurs, the “Activate Curriculum Versioning Enhancements” option in Feature Activation Preferences will

no longer be visible. Clients are encouraged to test these enhancements in stage or pilot prior to the auto-enablement in

production.

RESOURCES

• Learning Compliance Scalability Initiative Guide • First Looks

• Online Help - Curriculum Versioning Enhancements – Overview

• Online Help – Curriculum Versioning Feature Activation

LEARNING ASSESSMENTS (OPEN BETA)

Existing functionality is still available, however, the new functionality planned for post-release is no longer in scope.

RESOURCES

• Success Center – Learning Assessments Beta Community

CONTENT ENHANCEMENTS

DELETE COURSES IN CREATE TOOL (NOT AVAILABLE DURING UAT) PROJECT TYPE: Enhancement

How does this add value? Ability to delete courses from within Create Tool.

With this enhancement, users with access to Create Tool can delete courses they have created, as well as courses created by

others in their organization. When “Delete” is clicked, a popup confirms the intent to delete. Once deleted the course is no longer

visible in Create Tool. Upon deletion, courses published to the course catalog are immediately marked as “Inactive” and users with

the course on their transcript are no longer able to access the course.

NOTES:

• Option to delete is not available for courses that are “Built by Grovo.”

• Course deletion is instant and permanent. There is no way to retrieve a course after it has been deleted.

NEW PATHS:

Admin Path: Create Tool > Built by me|Built by [my organization] > find course > Delete New

ENABLEMENT: On by default. Not available during UAT.

RESOURCES





https://clients.csod.com/ui/lms-learning-details/app/material/6f133e38-35cc-4a12-8985-c597864ec0c9


https://help.csod.com/help/csod_0/Content/Learning_Admin/Learning_Compliance/201/Compliance_-_Curricula/Feature_Activation.htm

https://clients.csod.com/phnx/driver.aspx?routename=Social/Topic/TopicDetails&Topic=1370&Root=132





LOCALIZING THE CREATE TOOL (NOT AVAILABLE DURING UAT) PROJECT TYPE: Enhancement

How does this add value? Support for additional languages for content creators when using the Create Tool.

Previously, Create Tool was only available in English (US). For the May 20 Release, support is added for additional languages for an

improved experience for content creator’s when switching from a Cornerstone portal to Create Tool in languages other than

English. After the release, Create Tool will be displayed in the user's preferred language as configured in their portal. For users

coming from an unsupported language, the tool will launch in English (US). Although Create Tool takes the user's configured portal

language preference by default, they will have the option to manually switch the Create Tool UI to another language. More

languages and right-to-left text support are targeted to become available in future releases.

With the May ’20 Release, Create Tool can be displayed in the following additional languages:

• Chinese (Simplified)

• German

• Chinese (Traditional)

• Italian

• Dutch

• Japanese

• French

• Spanish

NOTES:

• The preview player will be localized, but Learners will continue to see the course player UI in English until a future release.

NEW PATHS:

Admin Path: Create Tool > Profile menu in top-right corner > Personal Settings > Language selector New

ENABLEMENT: On by default. Portal language will be selected by default, if supported in Create Tool. User can switch language

using Create Tool Personal Settings. Not available during UAT.

RESOURCES


“SUBSCRIPTIONS” FIELD ADDED TO THE COURSE CATALOG AND COURSE CONSOLE PROJECT TYPE: Enhancement

How does this add value? Enables administrators to view the associated subscriptions for online class and online content courses in

the portal.

This enhancement is for clients that have purchased Content Anytime subscriptions, Coursera for Business, or edX for Business

content integrations.

Currently, administrators can filter courses by Subscription on the Course Catalog. However, the associated subscription is not visible

when viewing the course on the Course Console or when editing the course in the catalog. This enhancement enables

administrators to view the subscriptions associated with a specific course on the Course Console or when editing the course on the

catalog.

NOTES:

• These are view only fields.

NEW PATHS:

Admin Path 1: Admin > Tools > Learning > Catalog > Course Catalog > search for online course|online content > Edit >

Subscriptions New (View Subscription field in the course catalog)

Admin Path 2: Admin > Tools > Learning > Catalog > Course Catalog > search for online course|online content > click title >

Subscriptions New (View Subscription field in the course catalog)

ENABLEMENT: On by default for clients that have purchased Content Anytime subscriptions, or, Coursera for Business or edX for

Business content integrations.








RESOURCES

• First Looks

CORNERSTONE LEARN ENHANCEMENTS

CORNERSTONE LEARN – BACKGROUND PROCESSING FOR COURSE DOWNLOADS (IOS) (NOT AVAILABLE DURING

UAT)


How does this add value? Prior to this enhancement, learners had to keep the Learn app open in the foreground of their device

until a course download completed. If the app was moved to the background, the download process was aborted and an error

would display.

Following this enhancement, users can put the Learn App in the background and the download will continue processing until

complete. This functionality already exists on Android devices.

NOTES:

• If user quits the Learn App while download is in progress, this will abort the download process and an error will display on the

training.

ENABLEMENT: On by default. On by default upon updating the Learn app in the Apple App Store. Not available during UAT.

CORNERSTONE LEARN - DEVICE REGISTRATION AND "FORGET ME" LINK (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? Register mobile devices via the My Account page to generate a device key as an alternative

authentication method for the Learn app.

Cornerstone serves many clients who employ users that do not use a username/password to authenticate and do not have SSO

access on their personal mobile devices. With the current Learn app login flow, these users are currently unable to complete their

initial login to set up either PIN or biometric authentication, as both require an initial login via SSO or credentials.

Following this enhancement, users in this scenario can complete their initial Learn app login by first configuring a device key via the

My Account Device Registration page from the desktop application and then use that key to authenticate into the app where they

will setup their permanent PIN. Upon subsequent logins, their previously configured PIN is remembered and the respective PIN

prompt will display to the user. Also available, learners can use a new option in the app Settings, “Forget Me,” to deregister their

account from the device.

NOTES:

• The 5-digit PIN configured during the Device Registration process is temporary; users will be prompted to configure a 6-digit

PIN to use for future logins to the Learn app.

• Unlike the legacy Mobile app, users are unable to configure Device Key registration from within the Learn App; this process

must be completed in the desktop application.

NEW PATHS:

User Path 1: Cornerstone Learn > Alternative Login Method > Register Device New

User Path 2: Cornerstone Learn > Settings > Forget Me New

ENABLEMENT: On by default upon updating the Learn app in the Apple App Store or Google Play Store. Available for Android as of

the March 6 patch and iOS as of the March 20 patch.







RESOURCES

• Online Help – My Account - Devices • Starter Guide and Adoption Kit


CORNERSTONE LEARN - OFFLINE COURSE DELETION FOR ANDROID (NOT AVAILABLE DURING UAT) PROJECT TYPE: Enhancement

How does this add value? Android users can delete courses from their Cornerstone Learn app transcript even when they are not

connected to the internet.

Prior to this enhancement, Android users of the Cornerstone Learn app were only able to delete downloaded courses from their

application while connected to the internet. This option is now available even when the Cornerstone Learn app is accessed offline.

NOTES:

• The courses will go into a “Pending Delete” status, until the user returns to the Learn App online.

• Users must be using the latest version of the Cornerstone Learn app to leverage this enhancement.

NEW PATH:

User Path: Cornerstone Learn > Transcript > tap downloaded course > Options > Delete New

ENABLEMENT: On by default upon updating the Learn app in the Google Play Store. Not available during UAT. Available for iOS as of

the December 6 patch.

RESOURCES

• Webinar • Starter Guide and Adoption Kit

CORNERSTONE LEARN – TRAINING DESCRIPTION ENHANCEMENTS (NOT AVAILABLE DURING UAT) PROJECT TYPE: Enhancement

How does this add value? HTML configured training descriptions will render in the Cornerstone Learn app. This has been a popular

client request.

The following training description enhancements are included in the Cornerstone Learn app with the May ’20 Release:

• A “Description” header is added to the training details page directly above the description text.

• The full training description is displayed on the training details page.

• HTML (formatted text, links, images, etc.) is displayed in the training description.

• The training description on the approvals list will display four lines of plain text.

Prior to this enhancement, the app displayed a stripped down, abridged version of a training’s description which lacked description

header text. Following this enhancement, in addition to the “Description” header text, the app will display the full length of the

description as well as HTML formatting, when configured by the client. The approval list will display up to four lines of the training

description in plain text. When tapped, the approver is taken to the Training Details page of the Training, where the full Description

can be viewed.

NOTES:

• If no description is configured, the “Description” header is hidden.

• HTML links open in the native device browser when tapped.

• Links to portal pages require learners to input their credentials when tapped.

• The implementation differs slightly between iOS and Android due to operating system differences:

o iOS users will see a blue hyperlink that reads “Show Description,” beneath the newly added “Description” header.

When tapped, it displays the full description, including HTML formatting (if configured) and will be scrollable and

interactive.




https://help.csod.com/help/csod_0/Content/User/Home/My_Account/My_Account_-_Devices.htm?Highlight=register%20device








o Android users see the full description on the training details page itself showing the full description, including HTML

formatting (if configured).

ENABLEMENT: On by default upon updating the Learn app in the Apple App Store or Google Play Store following the May ’20

Release. These enhancements may not apply in portals where HTML security backend settings have been enabled.

RESOURCES

• Online Help – Enhanced HTML Security for Training Description and Training Custom Fields • Starter Guide and Adoption Kit

• Webinar

CORNERSTONE LEARN - TRAINING IMAGE DISPLAYED FOR TRAINING APPROVALS (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? Default image will be the same as configured in Default Training Image Preferences (if not configured in

Catalog).

If a thumbnail image does not exist in the course catalog for a training, the image set in Default Training Image Preferences for the

training type will be used when viewing training approvals in the Learn app. Previously a stock image was used.

ENABLEMENT: On by default. Available as of the February 21 patch.

RESOURCES


CORNERSTONE LEARN – TRAINING PUSH NOTIFICATIONS (NOT AVAILABLE DURING UAT) PROJECT TYPE: Enhancement

How does this add value? Push notifications engage users and alert them of pending actions they may have in the Learn App.

The following training related push notifications are added to the Learn App with the May ‘20 Release:

• Training is Assigned

• Training is Due

• Training is Approved

• Training is Denied

• Training is Requested

If a user is logged in to the app, when tapped, push notifications will redirect users to the relevant page – transcript, learning details,

approvals list card – depending on the notification type. If a user is not logged in to the app, when tapped, push notifications will

direct users to login prior to continuing to the appropriate area in the app.

NOTES:

• Push notifications are disabled for multi-user devices. If more than one user shares a device, push notifications are not sent.

• All training notifications display, regardless of whether or not the training is mobile enabled.

ENABLEMENT: Available upon updating the Learn app in the Apple App Store or Google Play Store following the May ’20 Release.

For Android users, push notifications are enabled by default. This is an Android device standard. For iOS users, an opt-in dialog will

appear upon first app launch, following the May Release. Not available during UAT.

RESOURCES





https://help.csod.com/help/csod_0/Content/0_Whats_New/201/LMS/HTML_Security/HTML_Security_-_Overview.htm?Highlight=HTML









CORNERSTONE LEARN – SUPPORTED DEVICES Cornerstone supports the native mobile application in the three most recent versions of Android and the two most recent versions

for iOS. In order to use the mobile app for the portal, administrators must have this feature enabled.

INTEGRATIONS & APIs – LEARNING

DEPRECATION OF THE PROXY ENROLLMENT API WITH THE FEBRUARY '21 RELEASE Cornerstone’s legacy proxy enrollment service, available as part of Cornerstone’s APIs, is scheduled for deprecation. It is being

replaced by the newer Learning Assignment API. The proxy enrollment service end-of-life is targeted to occur with the February ‘21

Release.

End-of-life means the proxy enrollment service will be taken down as of the February ‘21 Release. Clients, partners, and vendors

must modify their code for existing integrations that use Cornerstone's Proxy Enrollment API

(/services/api/ProxyEnroll/CreateProxyEnrollment and /services/api/ProxyEnroll/ProxyEnrollmentStatus). The code should be updated

to use the new Learning Assignment API instead and this should be done prior to the February ‘21 Release.

Between now and February ‘21, Cornerstone may still address defects reported with the proxy enrollment service, however, no

enhancements will be made to the API. We encourage clients and partners using the proxy enrollment service currently to update

their code to move to the new Learning Assignment API as early as possible, but no later than February ‘21 Release. Calls to the

proxy enrollment service will begin to fail starting with the February ‘21 Release. If you are building new integrations that require

training to be assigned to users via an API, please use the new Learning Assignment API.

The documentation for the proxy enrollment service was removed from under the Foundational APIs tile in the API Explorer once the

new Learning Assignment API became available with the February ’20 Release.

RESOURCES

• Online Help – Learning Assignment Tool API




https://help.csod.com/help/csod_0/Content/Integrations/Learning_Assignment_Tool_API.htm?tocpath=Edge%2FInfrastructure%2FTools%7CAPIs%7CLearning%20APIs%7C_____2



CORNERSTONE PERFORMANCE INITIATIVE

CURRENCIES REDESIGN (NOT AVAILABLE AT THE START OF UAT) New improved UI allows clients to have more control over the currency types for their organization.


HOW DOES THIS ADD VALUE? Currencies Redesign is part of the bigger Comp 2.0 initiative which strengthens Compensation through

improvements to technology and enhanced features, allowing administrators the ability to manage their currencies used for

compensation management all from a single page.

TARGET AUDIENCE:

For global companies, the need to pay employees in multiple currencies is a business requirement. Cornerstone’s Currencies

Redesign supports all ISO currencies!

The new mobile-friendly Currency Types page allows both view and edit access depending on an administrator’s permissions.

Administrators with the new “Compensation Currency - View” permission can see currencies in use in the portal, including the

default currency and rate history for each currency type. Administrators with the new “Compensation Currency - Edit” permission

can update rates and decimal precision using the Edit Currency flyout. Administrators with the new “Compensation Currency -

Manage” permission can change the default currency and activate new currencies without needing to rely on a work order or

Global Product Support. When changing the default currency, conversion rates are automatically calculated to the new default

portal currency!

NEW PERMISSIONS:

• Compensation Currency - View: Grants the ability to view all currency pages and fly outs.

• Compensation Currency - Edit: Grants the ability to manage currencies for your organization. (Update conversion rates and

precision for currencies.)

• Compensation Currency - Manage: Grants the ability to manage currencies for your organization. (Modify corporate

currency, activate and deactivate currencies, update conversion rates and precision for currencies.)

ENABLEMENT: On by default. Clients will be automatically upgraded to the new UI in stage during UAT and in production/pilot

environments with the May ’20 Release. With the upgrade to the new UI, the new Currency Types page and backend services are

swapped for the old page, so the existing click path can be used to navigate to the new Currency Types page. Permissions are

migrated upon activation of the new page and administrators with the “Compensation Currency Rates” permission will be granted

the new permissions. All current configurations are also migrated. This includes active currencies, decimal precision settings, and

current/historical conversion rates. Not available at the start of UAT.

RESOURCES

• First Looks • Webinar • Video • Starter Guide










PERFORMANCE REVIEW ENHANCEMENTS REPORTING FIELDS – PERFORMANCE REVIEWS (AVAILABLE NOW!)


How does this add value? Use exception reports to determine who has not been assigned a performance review.

Performance Review Exception Reporting

In Reporting 2.0, exception reporting is now available for performance reviews. Getting started is easy! Simply open Report

Properties when creating a report and toggle on Exception Filters to add the Exception Filters section to the report’s Builder tab. The

permissions needed to create a Performance Review Exception Report report type are the same permissions needed to create a

regular Performance Review Report report type. Click the online help link below for more information about creating exception

reports in Reporting 2.0.


RESOURCES

• Online Help – Exception Reporting • First Looks • Webinar

SUCCESSION ENHANCEMENTS

MATRIXED CO-PLANNERS IN SUCCESSION TASKS PROJECT TYPE: Enhancement

How does this add value? Assign specific assessees to each co-planner to allow “dotted-line” managers to participate and provide

valuable input.

Prior to this enhancement, co-planners had access to all assessees in the task, which did not work for matrix structures that needed

to include dotted-line managers for specific employees in the task.

Now, either the administrator or the assessor can delegate a co-planner to specific assessees within Employee Relationship and

Assessor tasks, which provides flexibility and control when involving co-planners.

Notes:

• Reporting on which assessees a co-planner has within a task is not supported at this time.

NEW PATHS:

Admin Path 1: Admin > Tools > Succession Management > Tasks > SMP Task > View Details Co-Planners > add co-planner > All

Assessees|Edit Assessees New

Admin Path 2: Admin > Tools > Succession Management > Tasks > Add SMP Task > Co-Planners > Allow assessors to assign specific

assessees to each co-planner Assessees New

Assessor Path: Universal Profile > Actions > Launch Task > Manage Co-Planners > Add Co-Planner > All Assessees|Edit Assessees New

ENABLEMENT: On by default. Administrator must set up task to allow assessors to assign specific assessees to each co-planner.

RESOURCES





https://help.csod.com/help/csod_0/Content/Reporting/Reporting_2-0_Early_Adopter/Exception_Reporting.htm





New to Cornerstone Releases? Visit Getting Started & Program Overview [UAT Feature Availability Detailed product information available soon in the Release Notes


CHECK-INS ENHANCEMENTS

CHECK-INS – FOLLOW-UPS (NOT AVAILABLE AT THE START OF UAT) PROJECT TYPE: Enhancement

How does this add value? Improves the effectiveness of Check-Ins with the ability to track progress and follow up on action items.

Ensures Check-Ins participants are more easily able to meet their informal obligations to each other.

During a Check-In meeting, participants often identify important informal tasks that must be followed up on as a result of that

meeting. In this release, Check-Ins participants are now able create, assign, and view those follow-up items, all from within Check-

Ins.

Check-Ins participants will be able to conduct the following within Check-Ins using Follow-Ups:

1. Create Follow-Ups.

2. Assign Follow-Ups to themselves or to the other participant in the meeting.

3. Identify a Follow-Up as complete or not complete.

4. Quickly access a list of Follow-Ups to improve meeting outcomes.

ENABLEMENT: On by default. Not available at the start of UAT.

RESOURCES

• First Looks • Webinar • Video • Starter Guide and Adoption Kit

CHECK-INS – HOME PAGE CUSTOMIZATION PROJECT TYPE: Enhancement

How does this add value? Enables organizations to customize the Check-Ins home page to accommodate the unique needs of

their organization. This has been a popular client request.

Included with the May ’20 Release:

• Hide Welcome Image

• Hide Grovo Micro-Learning

Videos

• Customize Home Page By OU

• Customize Welcome Messages

Edit Welcome Messages

Hide Welcome Messages

Localize Welcome Messages

• Customize Getting Started Tips

Edit Getting Started Tips

Hide Getting Started Tips

Localize Getting Started Tips

NEW PERMISSIONS

• Check-Ins Home Page Customization - Manage: Grants the ability to manage Check-Ins Home Page.

NEW PATHS:

Admin Path: Admin > Tools > Performance Management > (Check-Ins) Home Page Customization New


RESOURCES


CHECK-INS – INDIVIDUAL NOTES PROJECT TYPE: Enhancement

How does this add value? Clarify discussions with individual notes to easily see who-said-what.














A Check-In is a key place to share ideas and discuss feedback in an informal setting. Currently, the shared notes field in a Check-In

meeting requires both participants to coordinate their note-taking efforts to avoid being overridden. This enhancement encourages

and empowers all participants to take an active role with the ability to record individual notes per participant that cannot be

overridden.

With the May ’20 Release, Check-Ins Meeting and Topic pages have the option to enter notes in a shared field or individual note

field, per topic. Notes display the date of the most recent entry. After a previously entered note has been updated, each field

displays text indicating it has been edited along with a link to view the modification history. Lastly, PDF exports will contain data from

the individual note fields, including changes to individual notes.

NOTES:

• In Reporting 2.0, the existing field, “Check-In Note Has Content” will consider both shared and individual notes. No new

fields are added.

• Individual notes fields are one field per participant, per topic.

NEW PATHS:

User Path 1: Performance > Check-Ins > Create new Check-In|click existing Check-In > Meeting view|Topic view > Collaborate

here…|Add a comment… New

User Path 2: Performance > Check-Ins > Create new Check-In|click existing Check-In > Meeting view|Topic view > Collaborate

here…|Add a comment… > View History New


RESOURCES


CHECK-INS TEMPLATE – CHECKING IN DURING DIFFICULT TIMES PROJECT TYPE: Enhancement

How does this add value? Organizations can use this template as a "best practices" guide to help build trust and facilitate effective

one-on-one discussions during difficult circumstances.

With the May ’20 Release, managers and other Check-Ins participants will be able to utilize a new template for effective one-on-

one during difficult times to help team members deal with stress, anxiety and productivity issues.

NEW PERMISSION:

• Check-In Templates – Manage: Grants ability to manage Check-Ins Templates. This permission cannot be constrained.

NEW PATH:

Admin Path: Admin > Tools > Performance Management > Check-Ins Templates > Checking in during difficult times New

ENABLEMENT: On by default. Administrator to make template active.

REPORTING FIELDS – CHECK-INS (AVAILABLE NOW!)


"Check-In Modifier" alias is renamed to "Check-In Last Modified By"

In Reporting 2.0, the "Check-In Modifier" field grouping is renamed to "Check-In Last Modified By" to clarify that the reported user

would always be the last person who edited the Check-In. All fields under this field grouping are unchanged.











Removal of fields from "Check-In Participant" field grouping

In Reporting 2.0, all User fields included in the "Check-In Participant" field grouping are being removed, except for User Full Name

and User ID, to prevent unintended reporting on Check-In participants by someone other than the manager. With this change, the

fields available in the "Check-In Participant" field grouping are consistent with the fields available in the "Check-In Last Modified By"

and "Check-In Creator" field groupings.

ENABLEMENT: On by default. Available as of the April 3 patch.

RESOURCES


DEVELOPMENT PLANS ENHANCEMENTS

AUTO-UPGRADE TO DEVELOPMENT PLANS REDESIGN WITH THE AUGUST ’20 RELEASE Cornerstone’s legacy Development Plan will be deprecated with the August ’20 Release. Once deprecated, access to legacy

Development Plans will no longer be available in client portals and all clients remaining on the legacy Development Plans module

will be auto-upgraded to the Development Plans redesigned module. The Development Plans redesign has a full set of preferences

to configure the user experience by Organizational Unit. During the auto-upgrade all preferences set in legacy plans will populate in

the new preferences.

Clients do not need to wait until the August ‘20 Release to auto-upgrade to redesigned Development Plans. Clients are

encouraged to auto-upgrade the Development Plans redesign prior to the August ’20 Release by self-activating via “Redesigned

Development Plans Enablement” in Corporate Preferences. After the August ’20 Release the “Redesigned Development Plans

Enablement” section will no longer be visible in Corporate Preferences as it will no longer be needed.

RESOURCES

• Adoption Kit – Redesigned Development Plans • First Looks • Webinar

REPORTING FIELDS – DEVELOPMENT PLANS (AVAILABLE NOW!)


How does this add value? Use exception reports to determine who has not created a Development Plan.

Performance Review Exception Reporting

In Reporting 2.0, exception reporting is now available for development plans. Getting started is easy! Simply open Report Properties

when creating a report and toggle on Exception Filters to add the Exception Filters section to the report’s Builder tab. The

permissions needed to create a Development Plan Exception Report report type are the same permissions needed to create a

regular Development Plan Report report type. Click the online help link below for more information about creating exception

reports in Reporting 2.0.


RESOURCES

• Online Help – Exception Reporting • First Looks • Webinar






https://help.csod.com/help/csod_0/Content/Preferences/System_Preferences/Corporate_Preferences.htm?tocpath=System%20Administrator%7CCore%20Functions%7CCore%20Preferences%7CDisplay%20Preferences%7C_____1

https://help.csod.com/help/csod_0/Content/Preferences/System_Preferences/Corporate_Preferences.htm?tocpath=System%20Administrator%7CCore%20Functions%7CCore%20Preferences%7CDisplay%20Preferences%7C_____1

https://clients.csod.com/ui/lms-learner-playlist/PlaylistDetails?playlistId=ab5a6d7b-80a2-47ff-9b98-f9bd6436c225



https://help.csod.com/help/csod_0/Content/Reporting/Reporting_2-0_Early_Adopter/Exception_Reporting.htm





HR ENHANCEMENTS POINT-IN-TIME HEADCOUNT – NEW FIELDS (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? Ten of the most commonly used standard fields have been added to the Point-In-Time Headcount report.

The following fields automatically appear in the Point-In-Time Headcount export.

• Original Hire Date

• Deactivation Date

• Allow Reconciliation

• Last Hire Date

• Required (Training) Approvals

• Is Rehired Employee

• User Status

• Time Zone

• Activation Date

• Display Language

ENABLEMENT: On by default for HR clients. Available as of the March 6 patch.

SECURE USER CUSTOM FIELDS PROJECT TYPE: Enhancement

How does this add value? Administrator ability to configure secure user custom fields based on the specific needs of their

organization. Secure custom fields are client-specific custom Sensitive Personally Identifiable Information (SPII) fields.

Using a new “Secure” checkbox, newly created short text, scrolling text, date, and numeric user custom fields can be configured as

secure. Secure custom fields will function similar to Sensitive Personally Identifiable Information (SPII) fields and can be maintained

and viewed as long as the administrator’s IP is part of the IP Whitelist.

Secure custom fields are created in Custom Field Administration and can be managed via the User Record as long as the

administrator has Secure Custom Field permissions and their IP is whitelisted. Secure custom field data is masked by default, with

proper permission an administrator can choose to “Show” the data. Secure custom fields cannot be included in group membership

criteria or email notifications to prevent any potential secure data from being accessible to non-whitelisted users.

NOTES:

• Required custom fields cannot be set to Secure.

• Secure custom fields cannot be added to My Account.

• Secure Custom Fields cannot be maintained via Data Load Wizard.

• Secure custom fields cannot be maintained or exposed via Employee Public API.

• Secure Custom Fields cannot be maintained via Forms.

• When creating the new secure custom field, the “All Users” and “Active” boxes must be checked.

NEW PERMISSIONS:

• Users - Manage Secure User Custom Fields: Grants the ability to manage the setting secure user custom fields.

• Users - Edit Secure User Custom Fields – Unmasked: Grants the ability to edit secure user custom field info unmasked.

• Users - View Secure User Custom Fields – Unmasked: Grants the ability to view secure user custom field info unmasked.

• Users - View Secure User Custom Fields – Masked: Grants the ability to view secure user custom field info masked.

NEW PATH:

Admin Path 1: Admin > Tools > Core Functions > Custom Field Administration > User Record > Add Field > Secure New

ENABLEMENT: On by default for HR clients. IP whitelisting is maintained in the “Authorized Sensitive Information IP Addresses” page

which is accessed via Core Functions > Core Preferences > IP Whitelist.

RESOURCES

• First Looks







CONTENT ANYTIME ENHANCEMENTS REMOTE WORK ESSENTIALS SUBSCRIPTION (NEW) PROJECT TYPE: Enhancement

The current crisis has dramatically shifted the way people work and the skills required to appropriately cope and manage remote

teams. This new subscription provides content to help your employees adjust to working from home and manage their overall well-

being. Topics include remote work best practices, communication tools, mental health, productivity, and leadership during times of

change. The Remote Work Essentials subscription includes 730 courses in English, French, German, and Spanish.

Like all CCA subscriptions, Remote Work Essentials includes expertly curated libraries of modern content, including exclusive

Cornerstone Originals and 20+ eLearning brands. Each subscription is regularly refreshed, mobile-ready, and seamlessly integrates

into Cornerstone’s LMS.

Please contact your Client Executive to learn more about this new Cornerstone Content Anytime subscription.

LEADERSHIP & MANAGEMENT SUBSCRIPTION REFRESH PROJECT TYPE: Enhancement

Create stronger managers across your organization with leadership and management training focused on motivating and

engaging employees in the modern workplace. With this subscription teach managers how to rally their employees around a shared

vision, make high stakes decisions in the moment, cultivate a positive, outcomes-oriented culture, and develop the systems needed

to effectively manage team priorities.

Leadership & Management subscribers will automatically receive the subscription refresh at the May ’20 Release with the following

additions:

• New Grovo & Engagement Content:

o Sponsorship: help managers use their internal reputations to create advancement opportunities for more junior

team members; how managers can help employees from non-majority groups get recognition and visibility.

o Pathways stitch together our best content across providers and are focused on developing high-level skills and

capabilities. Topics include Creating Highly Effective Teams, Developing Your People, Inclusive Leadership, and

Managing a Multigenerational Workforce.

• New Content from EMEA Providers: Cornerstone Content Anytime continues to expand offerings in French, German, and

Spanish.

RESOURCES

• Webinar

MODERN COMPLIANCE SUBSCRIPTION REFRESH PROJECT TYPE: Enhancement

Ensure compliance and minimize risk across your organization with content designed to target real behavior change and eliminate

bias, harassment, injuries, data breaches, and more. With this subscription fulfill General HR Compliance legal requirements while

helping employees recognize, examine, and address the behaviors that lead to breaches in safety, privacy, and ethics.

Modern Compliance subscribers will automatically receive the subscription refresh at the May ’20 Release with the following

additions:


Spanish.







RESOURCES

• Webinar

PROFESSIONAL SKILLS SUBSCRIPTION REFRESH PROJECT TYPE: Enhancement

Build stronger communicators, strategic thinkers, and higher functioning teams across the organization with professional skills content

focused on the business savvy skills that every employee needs. With this subscription teach employees how to communicate

effectively—both internally and with customers—work well in teams, stay productive, and manage their own career development.

Professional Skills subscribers will automatically receive the subscription refresh at the May ’20 Release with the following additions:

• New IT & Operations Content: Enable your technical staff to continue reskilling and help non-technical professionals expand

into new skillsets relevant for their jobs. Over 130 courses added covering IT Processes, Coding, UX Design, and Software. 15

technical taxonomy topics now covered with courses on AWS, Python, CompTIA, and more.

• New Grovo Content

o Open Mindedness: help employees learn how to practice open mindedness so they can improve their work, as well

as their problem-solving and collaboration skills.

o Managing Complexity: help learners navigate increasingly complex situations and solve problems amidst

ambiguity.

o Advancing Your Career: help learners assert control over the direction of their careers by finding opportunities to

advance and seeking new challenges to help develop areas of expertise.


Spanish.

RESOURCES

• Webinar

SALES & CUSTOMER RELATIONSHIPS SUBSCRIPTION REFRESH PROJECT TYPE: Enhancement

Instill a common sales approach across your organization with content developed using Sandler’s sales methodology designed to

scale and make revenue more predictable. With this subscription help your sales organization achieve quota, increase win rates,

align solutions to customer needs, lower salesforce turnover, and turn sales managers into effective coaches.

Sales & Customer Relationship subscribers will automatically receive the subscription refresh at the May ’20 Release with the

following additions:


Spanish.

RESOURCES

• Webinar









CORE INITIATIVES jQUERY LIBRARY UPGRADE


HOW DOES THIS ADD VALUE? Older versions of jQuery may contain vulnerabilities that would allow the application to be

compromised or unduly influenced.

TARGET AUDIENCE: All clients.

With this release, stage environments are being auto-upgraded from jQuery 1.7 to jQuery 3.4. This auto-upgrade will occur in

production and pilot environments with the August ‘20 release, allowing organizations three additional months to prepare.

If an organization is ready to self-upgrade prior to August, they have the option to do so in Production. A toggle will be available on

the jQuery Validation Tool page with the May 2020 Release.

Cornerstone's upgrade of its jQuery library only updates standard core pages of the application. Custom code that organizations

have utilized will not be upgraded by Cornerstone as a result of this effort and therefore may contain vulnerabilities and errors

produced by older versions of jQuery.

If you have custom developed pages or core areas utilizing custom code inserted via header and footers, you should use the

jQuery validation tool, introduced in the October '19 Release, to generate a report of potential jQuery errors that need to be

addressed. If these errors are not addressed prior to the May ’20 Release for stage and the August ’20 release for production and

pilot environments, pages utilizing the custom code will not work as expected.

Please note, the jQuery tool is only a helpful guideline - it is not guaranteed to detect 100% of all outdated custom jQuery. It is

strongly recommended that in addition to utilizing the tool, organizations review all custom code for any other outdated jQuery prior

to the May '20 release for stage and the August ’20 release for production and pilot environments.

RESOURCES

• Online Help - jQuery Validation Tool

• Webinar

• jQuery Migration Guide • First Looks

REPORTING 2.0 – GENERAL AVAILABILITY Build, share, and deliver your own report templates with Reporting 2.0.


HOW DOES THIS ADD VALUE? Reporting 2.0 provides an intuitive way to build and use report templates to gather and deliver the

information that matters most to every level of an organization.

TARGET AUDIENCE: Administrators

Reporting 2.0 is Generally Available with the May ’20 Release. Clients no longer need to self-enable Reporting 2.0 in their portals as it

will be on by default, making it easier to take advantage of all the functionality that Reporting 2.0 provides. With this auto-

enablement, the Reporting 2.0 Activation Preferences page is no longer visible in Core Preferences as it is no longer needed. Auto-

enablement only applies to portals that have not enabled Reporting 2.0. Portals that have already enabled Reporting 2.0 should not

be impacted by the auto-enablement.

New with the May ’20 Release:

• Calculated Fields • Additional Fields • Usability Enhancements

With the May ’20 Release, we are also announcing our intent to deprecate custom reports with the February '21 Release. Learn

more about the upcoming deprecation here.

ENABLEMENT: Reporting 2.0 will be on by default with the May ’20 Release. Please refer to the individual enhancements

announcements to learn more about the enablement of new Reporting 2.0 functionality.




https://help.csod.com/help/csod_0/Content/Core_Functions/jQuery_Validation_Tool/jQuery_Validation_Tool.htm?Highlight=jquery%20validation


https://clients.csod.com/ui/lms-learning-details/app/material/42bb9359-4aa8-4312-a175-8da768ac7326




RESOURCES

• Starter Guide and Adoption Kit • Webinar

• Online Help – Reporting 2.0 Overview

• First Looks






https://help.csod.com/help/csod_0/Content/Reporting/Reporting_2-0_Early_Adopter/Reporting_2-0_Early_Adopter_Overview.htm?tocpath=Analytics%7CReport%20Builder%20-%20Reporting%202.0%7C_____0




CORE/GENERAL ENHANCEMENTS REPORTING 2.0 – CALCULATED FIELDS (AVAILABLE POST-RELEASE) PROJECT TYPE: Enhancement

How does this add value? Users can perform basic and advanced data transformations to suit their reporting use cases without

having to export and manipulate in a different tool.

Calculated fields are configurable field definitions that allow users to manipulate, transform, retrieve, and derive values based on

existing data. The current implementation of calculated fields in Custom Reports was difficult to understand with limited

functionality.

As part of a post release patch for the May '20 release, calculated fields can be created in Reporting 2.0. The calculated fields user

interface (UI) in Reporting 2.0 offers a cleaner, simplified look. Additional calculation functions have been added, and every

function includes use examples. In Reporting 2.0, users will enjoy a new and greatly improved version of Calculated fields to satisfy

their reporting needs.

Detailed information for creating and utilizing calculated fields will be available in Online Help in a post-release patch.

NEW PERMISSIONS:

• Reporting - Manage Calculated Fields: Grants access to publish, edit, and delete global calculated fields.

ENABLEMENT: On by default. Targeted for a post-release patch. Not available during UAT.

RESOURCES

• First Looks • Webinar • Reporting 2.0 Starter Guide and Adoption Kit

REPORTING 2.0 – USABILITY ENHANCEMENTS (AVAILABLE NOW!) PROJECT TYPE: Enhancement

How does this add value? Smaller enhancements that make Reporting 2.0 more flexible and improve the overall user experience.

Updates to Custom Reports Migration

When importing custom reports, reports with aggregated fields can now be migrated to Reporting 2.0.

Previously, report imports that failed as a result of incompatible fields required the user to delete those fields manually in Custom

Reports before attempting the import again. With this enhancement, the incompatible fields are removed automatically upon

import. Once imported, a message displays in the import tool indicating which fields were removed. Both enhancements available

as of the March 6 patch.

Optimizations Improve Load Times and Eliminate Unnecessary Blank Rows

The time to load the report designer page is reduced. This optimization primarily impacts large portals, but all portals should now

have a faster load time.

Previously, a blank row appeared at the top of a report in some scenarios when the report output was constrained for the users.

With this enhancement, the blank rows no longer appear. Both enhancements available as of the March 6 patch.

Filter section expanded by default in Report Viewer

When opening the Report Viewer page, the filter section will be expanded by default instead of collapsed by default. Available as

of the April 3 patch.










RESOURCES

• First Looks • Webinar • Starter Guide and Adoption Kit

REPORTING 2.0 – ADDITIONAL FIELDS PROJECT TYPE: Enhancement

Additions and updates to reporting fields with the May ’20 Release: Click link for a description of changes.

• Cornerstone Learning Fields

• Cornerstone Performance Fields:

Performance Review Fields

• Cornerstone Careers Fields:

Check-Ins Fields

Development Plan Fields

DEPRECATION OF CUSTOM REPORTS WITH THE FEBRUARY '21 RELEASE Cornerstone will be deprecating the legacy reporting solution "Custom Reports" with the February ’21 Release. With Reporting 2.0,

users can execute the same business reporting operations as they've done in Custom Reports in addition to Reporting 2.0's rich suite

of new features and functionality. When the deprecation occurs, existing Reports will be migrated to Reporting 2.0, and clients will

no longer be able to access Custom Reports. For users that have already done the migration themselves and/or who no longer

need the custom reports, there will be an option to opt out of being migrated.

Clients who wish to migrate their custom reports in to Reporting 2.0 ahead of the February ’21 deprecation can do so by using the

custom reports migration tool available in Reporting 2.0.

Standard reports will eventually be deprecated but the timeline is currently not yet determined.

RESOURCES

• Starter Guide and Adoption Kit • Webinar

• Online Help – Reporting 2.0

Overview

• First Looks

RTDW UPDATES TO REPORTING API, RDW, AND DATA EXPORTER (NOT AVAILABLE AT THE START OF UAT) Impacting only clients using Reporting API, Replicated Data Warehouse (RDW), and Data Exporter, the Real-Time Data Warehouse

(RTDW) categories may be impacted, deprecated, or break applications, scripts, or functionalities that are based on earlier versions

of RTDW objects.

Documentation that describes RTDW views and fields used in Custom Reports are updated for May ’20 and available in the RTDW

Documentation for Reporting API, RDW, and Data Exporter Community. Join and follow the community to be notified of new posts.

Information on deprecated objects and changes can be found in May 2020_RDW Deprecated Objects & Reference Documents

(v20.02.00) and Data Exporter - May 2020 Deprecated Objects (v20.02.00.)

REAL-TIME DATA WAREHOUSE (RTDW) OPTIMIZATIONS (SOME ENHANCEMENTS NOT AVAILABLE DURING UAT) Two optimizations improve performance in the Real-Time Data Warehouse (RTDW).

Optimize LMS object for “transcript_curricula” data (Not Available at the Start of UAT)

This enhancement applies to Cornerstone Learning clients running curricula reports using the Reporting API, Data Exporter, and RDW.

Optimized LMS object for “transcript_curricula” data improves the overall performance and stability of curriculum transcript reports.

Data Exporter gains new optimized "Transcript_src_curricula_core" object that enables delta mode.

Optimize CHR object “forms2-submissions” (Available Post-Release)

This enhancement applies to Cornerstone HR and Cornerstone Recruiting clients running forms reports using the Reporting API, Data

Exporter, and RDW. To lessen the risk of ETL failure when generating forms data, the query used to update the "forms2-submissions"

object will be updated to only return question bank and custom fields used in a form. Prior to this enhancement, unused fields were

returned. Targeted for a post-release patch. Not available during UAT.







https://help.csod.com/help/csod_0/Content/Reporting/Reporting_2-0_Early_Adopter/Custom_Reports_Migration.htm?Highlight=import%20custom%20reports






https://clients.csod.com/phnx/driver.aspx?routename=Social/Communities/CommunityWithFeed&Root=105

https://clients.csod.com/phnx/driver.aspx?routename=Social/Communities/CommunityWithFeed&Root=105






DATA EXPORTER – ADDITION OF NDJSON AND JSON OUTPUT FORMATS Clients who use Data Exporter gain the ability to request NDJSON and JSON as output options. Data Exporter is currently limited to

exporting data in CSV format. Although CSV is widely adopted and used, it has not been standardized which leaves the comma

separated encoding open to interpretation to vendors. Its flat file structure makes it ideal for distributing data, but it is not optimized

for programmatic consumption like newer formats such as NDJSON and JSON. Existing data exports will continue to be delivered in

CSV format.

DATA EXPORTER – DEPRECATION OF XML MANIFEST WITH THE OCTOBER ’20 RELEASE & ADDITION OF JSON

MANIFEST FOR NON-CORE OBJECTS When a data export is delivered, it contains a manifest which explains the contents of the export. Currently the manifest for core

objects is delivered in both JSON and XML, while the manifest for non-core objects is only delivered in XML.

With this release, we will be adding a JSON manifest for non-core objects in advance of the upcoming deprecation of the XML

manifest in the October ’20 Release. The XML manifest will be provided alongside the JSON manifest until the October ’20 release,

at which point the XML manifest will be deprecated for both core and non-core objects.

The JSON manifest is richer in extended metadata and we are now able to offer these additions:

• Name (Custom fields will have their user-designated

name)

• Heading (When available at the table level)

• Description (When available at the table level)

• Cross-platform, cross-format data types

• User defined object flag (At the object level)

DEPRECATION FOR LEARNING LOADS ON DATA LOAD WIZARD (DLW) WITH THE FEBRUARY ’21 RELEASE Ability to perform learning data loads using Data Load Wizard will be deprecated with and end-of-life in the Feb2021 Release. DLW

is a legacy data load tool which was built on older technology, is accessed using an older user interface UI, and experiences slow

performance and limited load type support.

Edge Import addresses these issues with a modern UI and an intuitive workflow that can support a greater number of concurrent

loads, while providing administrators with a delightful user experience.

Existing clients who are ready to migrate to Edge Import can enable it in the Edge Marketplace and review the migration and

starter guides to help them through the migration steps. All clients are required to complete their migrations before the February ‘21

Release which will be the end-of-life date for DLW learning data loads.

RESOURCES

• Edge Import Learning Loads • Online Help – Edge Import

MAY ’20 LANGUAGE PACK UPDATES PROJECT TYPE: Enhancement

New updates to Cornerstone Language Packs are available with the May ’20 Release. Please visit the May '20 Language Pack

Updates posting to review the full list of changes. Language Pack updates will be available in stage at the start of UAT and in

production and pilot with the May ’20 Release.

Languages with updates the May ’20 Release include:

• Arabic • Chinese Traditional • Danish • Dutch

• French Canada • French France • German • Hungarian

• Italian • Japanese • Korean • Latvian

• Lithuanian

• Spanish Latin America

• Polish • Portuguese Brazil • Slovak




https://help.csod.com/help/csod_0/Content/Edge/Import/Edge_Import_Homepage.htm?tocpath=Edge%2FInfrastructure%2FTools%7CEdge%20Import%20Loads%20and%20Feeds%7C_____1

https://clients.csod.com/phnx/driver.aspx?routename=Social/Topic/Posting/FilePostingDetails&Posting=80985&Root=20




Please also visit the March 6 Patch Language Pack Updates posting to review translation updates to Check-Ins, as well as other

updates related to Arabic, French France, German, Portuguese Brazil, Bahasa Malaysia, and Hebrew that were delivered with the

March 6 patch.

NEW "COPY DOWN SCHEDULED" EMAIL TRIGGER (NOT AVAILABLE AT THE START OF UAT) PROJECT TYPE: Enhancement

How does this add value? This functionality provides greater transparency to organizations when their portal is scheduled for a copy

down.

With this enhancement, a new "Copy Down Scheduled" email trigger is now available. When enabled, this email is triggered when a

copy down is scheduled in the environment in which the email is enabled. This email must be configured and enabled in each

environment in which an organization wants to receive notifications when copy downs are scheduled. For example, if a copy down

is scheduled in Pilot from Production, the email is only triggered if the email is configured in Pilot.

NOTES

• This email trigger ignores deadbox settings.

NEW PATH

Admin Path: Admin > Tools > Core Functions > Email Administration > search for Copy Down Scheduled New

ENABLEMENT: On by default. Not available during UAT. Administrators will need to create a new Copy Down Scheduled email and

make it active for this email to fire.

DISABLE AUTOCOMPLETE FOR LOGIN FIELDS

MOBILE ENHANCEMENT CORNERSTONE MOBILE APP DEPRECATION WITH THE AUGUST '20 RELEASE Cornerstone has two mobile app offerings in existence today:

• Cornerstone Mobile

• Cornerstone Learn (Introduced in February '18 Release)

In an effort to provide a more modern mobile experience, the Cornerstone Mobile app is scheduled for deprecation with the

August ’20 Release. On April 30, 2020, the Cornerstone Mobile app will be removed from the Apple App and Google Play stores to

transition to migration. This will give clients sufficient time to migrate to the Cornerstone Learn app.

Prior to the deprecation, the Cornerstone Mobile app is still available for users that have previously downloaded the app to their

android and iOS devices but has reached its end-of-service life and is no longer supported, except for critical security and

application down issues. After the deprecation, the app will no longer function if opened.

Cornerstone is encouraging clients to use the Cornerstone Learn app which is available today for both iOS and Android in the Apple

App and Google Play stores.

The Cornerstone Learn app provides a more scalable solution, newer user interface, and takes advantage of the native features of

the iOS and Android systems. When using the Cornerstone Learn app, learners can take advantage of the additional Learn app

functionality such as improved login flow, a more modern Learner Home, Offline capabilities with auto-sync, Curriculum support,







enhanced customization abilities, custom navigation links, and more. In the future, the Cornerstone Learn app will eventually be

expanded to a broader suite of Cornerstone products allowing for a single, end-user experience.

RESOURCES

• Cornerstone Mobile App Retirement Guide • First Looks

• Cornerstone Learn Adoption Kit

EDGE IMPORT ENHANCEMENT EDGE IMPORT – LEARNING LOADS (EARLY ADOPTER) PROJECT TYPE: Innovation

How does this add value? Edge Import learning loads provide new levels of usability, support, speed, and data integrity functionality

to help companies of all sizes load and maintain accuracy of their learning data.

Edge Import delivers an easy, intuitive setup along with simple administration and maintenance. Edge Import learning loads have

been available to clients since February of this year. With Edge Import learning loads, clients are able to control their own project

timelines by validating and loading learning data directly to their portals.

The May ‘20 Release lays the foundation for Data Load Wizard (DLW) learning load deprecation by addressing compliance and

performance needs in Edge Import. The following functionality is new with the May’20 Release:

Validation Updates

A "What should we do with blank values?" configuration setting is added to Events, Session, and Session Parts loads. "Apply Default"

and "Do Nothing" options are also implemented for Events, Session, and Session Parts loads. Also, the limitation that dates need to

fall between 1965-2025 has been removed for all load types.

Capacity Control (Available Post-Release)

Backend performance and reliability optimizations have made it possible to remove the 10K record limit for loads in pilot

environments for Edge Import Transcript Loads. With this change, clients no longer see an error message indicating that their file

exceeds the limit if it contains more than 10K records. The upper limit will now be 100K records in Pilot just as it is in Stage and

Production.

ENABLEMENT: Enablement is dependent on whether an organization is currently using Data Load Wizard for learning data loads.

Clients that are currently using DLW can enable Edge Import learning data loads in pilot and stage portals via the “Edge Import:

Learning Loads” tile in Edge Marketplace. Once the functionality has been tested in stage or pilot, they may enable the

functionality in their production portals using the same method via the “Edge Import: Learning Loads tile in Edge Marketplace.”

When Edge Import is activated, DLW will be automatically deactivated if it is currently enabled in the portal.

Clients that are not currently using DLW can purchase “Edge Import: Learning Loads” and enable in all environments via the “Edge

Import: Learning Loads” tile in Edge Marketplace.

New features are available with the Release. Starter Guide and Migration Guide are available in the Getting Started Tab of the

Edge Import: Learning Loads tile in Edge Marketplace.

RESOURCES

• Online Help – Edge Import • Webinar • Starter Guide




https://clients.csod.com/ui/lms-learning-details/app/material/b8e84854-9d42-4125-9041-019efe8c6f00


https://clients.csod.com/ui/lms-learner-playlist/PlaylistDetails?playlistId=80aaa6cc-4384-4f8d-905d-8a510012d33d&mkt_tok=eyJpIjoiTWpCbVpUTmlNRFU1TVRWaSIsInQiOiJIXC9pREdTeVVJUTJkS3lNcEF1b3lmangxcUdoUXdveTB5U3lRTzZ4MDcxSVZkZWkyUlhoWnhHQlJpUHN5YUlWQ0ZrTUwwWVp4QldCR3M2VjBjMWtWN09TMkxaOWtEWmVcL3NWOWx5RkJEXC9hdzJpRlQ0UTUyOXExYnZKOVdUTkZST2R4cTNMY2JQb3dzWWp3SjN3NElKVFE9PSJ9

https://help.csod.com/help/csod_0/Content/Edge/Import/Edge_Import_Homepage.htm?tocpath=Edge%2FInfrastructure%2FTools%7CEdge%20Import%20Loads%20and%20Feeds%7C_____1





INTEGRATIONS & APIs - GENERAL BANNER CORE DATA INBOUND INTEGRATION (AVAILABLE NOW!)

PROJECT TYPE: Innovation

How does this add value? Cornerstone integrates with the Ellucian Banner platform to provide a seamless process for creating and

updating Users and OUs in Cornerstone. Banner will remain the system of record for User and OU data. This API based integration

provides an automated data sync to simplify data management and eliminate duplicate data entry.

NEW PATH:

Admin Path: Admin> Tools> Edge> Marketplace > Banner Core Data Inbound Integration New

Enablement: Self-Activation via the Banner Core Data Inbound Integration tile in Edge Marketplace. This integration is for clients

who use Banner HR as a source of HR data. Once the integration is available, please refer to the Banner Core Data Inbound

Integration Starter Guide document under the Getting Started tab for details on how to enable the integration in your portal. There

is an annual cost of USD $5,000 for this integration. Available as of the March 6 patch.

BULK API (USER & OU) (AVAILABLE POST-RELEASE) PROJECT TYPE: Innovation

How does this add value? Keep your employee and organizational unit (OU) information in Cornerstone up-to-date by loading data

in bulk with a modern, scalable REST API.

Bulk APIs provide clients the ability to leverage a highly scalable and resilient framework to create/update data in Cornerstone via

APIs.

• It is optimized for loading large data sets in an asynchronous, queued model. It's ideal for bulk load use cases where there is

a need to create or update data into your Cornerstone portal using APIs. For example, you can use Bulk APIs to keep

employee and OU data in sync from your HRIS into Cornerstone.

• It supports the OAuth 2.0 authentication framework released in August 2019.

• It supports the portal configurations including custom fields, custom employee relationships, and availability settings for

custom fields

Use the API to retrieve the status of your loads as well as obtain a full report of the load performed including errors and warnings.

Additionally, all the loads performed using the Bulk API are visible in a new “Bulk API History” page in Edge. The “Bulk API History”

page is only visible to users who have the new “Access Edge Bulk API History” permission. Additional load-type specific permissions

control the downloading of reports from the history page.

NOTES:

• Cornerstone HR clients cannot use the Bulk API to load employee data since effective dating is not supported yet by the

Bulk API.

• SPII fields and secure custom fields are not supported by the Bulk API.

• There will be new OAuth 2.0 scopes for Bulk API endpoints which will be visible while registering a new OAuth 2.0 application

or modifying an existing OAuth 2.0 application.

• Clients with existing OAuth2 apps must explicitly go in and select the Bulk API scopes before they can start making calls to

the Bulk API endpoints.

NEW PERMISSIONS:

• Access Edge Bulk API History

• Bulk API – Employee

• Bulk API - Location OU

• Bulk API - Cost Center OU

• Bulk API - Legal Entity OU

• Access Edge Bulk API

• Bulk API - Division OU

• Bulk API - Position OU

• Bulk API - Grade OU

• Bulk API - Custom OU

NEW PATHS:






Admin Path 1: Admin > Tools > Edge > Edge Marketplace > Bulk API New (To purchase in production or enable in stage and pilot)

Admin Path 2: Admin > Tools > Edge > Edge Develop > Bulk API History New

Admin Path 3: Admin > Tools > Edge > Edge Import > Bulk API History New

ENABLEMENT: Self-activation via the Edge Marketplace in Pilot and Stage environments. Clients wanting to use the Bulk API in

Production will need to submit a purchase inquiry via the Edge Marketplace. The “Access Edge Bulk API History” permission is

assigned the System Administrator role by default. The remaining new permissions are enabled upon activation. Targeted for a post-

release patch. Additional documentation is available in the API Explorer upon release of the Bulk API. Not available during UAT.

RESOURCES

KRONOS WORKFORCE READY CORE DATA INBOUND INTEGRATION (AVAILABLE NOW!)

PROJECT TYPE: Innovation

How does this add value? Cornerstone integrates with Kronos Workforce Ready (WFR) to provide a seamless process for creating

and updating users and OUs in Cornerstone. This is achieved through an automated data sync which simplifies data management

and eliminates redundant work. With this integration, Kronos WFR remains the system of record for user and OU data.

NEW PATH:

Admin Path: Admin> Tools> Edge> Marketplace > Kronos Workforce Ready Core Data Inbound Integration New

Enablement: Self-Activation via the Kronos Workforce Ready Core Data Inbound Integration tile in Edge Marketplace. This

integration is for organizations that use Kronos WFR as a source of HR data. Additional information regarding how to enable the

integration is available within the Kronos WFR tile in Edge Marketplace. Integration is available as of the March 6 patch. Support for

custom fields is available as of the April 3 patch.

OU API (EARLY ADOPTER) PROJECT TYPE: Innovation

How does this add value? A new robust transactional API allows clients to manage their Organizational data in real-time.

Use the Organizational Unit API to build robust, real-time integrations to manage your organization’s structure with no dependency

on Cornerstone for development.

NOTES:

• Support for localization is targeted for a post-release patch.

ENABLEMENT: Purchase and enable through the Edge Marketplace as a part of Cornerstone Foundational API’s.

STS AUTHENTICATION END-OF-LIFE TO OCCUR WITH THE FEBRUARY ’21 RELEASE Cornerstone’s legacy authentication framework for APIs, Session Token Service (STS) is scheduled for end-of-life which is targeted to

occur with February ‘21 release.

Cornerstone stopped supporting STS as of the February ’20 release when STS authentication was deprecated and reached its end-

of-service life. The STS endpoint is still be available, but Cornerstone will not fix any defects or enhance this endpoint. End-of-life

means the service will be taken down on that date. Any requests to the endpoint will start to fail starting February ‘21. Clients,

partners, and vendors MUST modify code for their existing API based integrations to use OAuth 2.0 before the February ‘21 release.

OAuth 2.0 is an industry standard authentication and authorization protocol for APIs. Learn more about Cornerstone’s OAuth 2.0 -

Client Credential Grant Flow, which is generally available as of the August ’19 Release. OAuth 2.0 - Granular Scopes was made

available with the February ’20 Release. This deprecation does NOT impact SOAP APIs. These will continue to use basic

authentication like they do today. It also does NOT impact xAPIs at this time.

• Online Help - Edge API Purchase Inquiry • Webinar




https://apiexplorer.csod.com/apiconnectorweb/apiexplorer#/

https://help.csod.com/help/csod_0/Content/Edge/Integration_Center/API_Management_Page/API_Management.htm?tocpath=Edge%2FInfrastructure%2FTools%7CAPIs%7CAPI%20Management%20Page%7C_____1

https://help.csod.com/help/csod_0/Content/Edge/Integration_Center/API_Management_Page/API_Management.htm?tocpath=Edge%2FInfrastructure%2FTools%7CAPIs%7CAPI%20Management%20Page%7C_____1

https://help.csod.com/help/csod_0/Content/Edge/Integration_Center/API_Management_Page/API_Authentication.htm?tocpath=Edge%2FInfrastructure%2FTools%7CAPIs%7CAPI%20Management%20Page%7C_____2

https://help.csod.com/help/csod_0/Content/Edge/Integration_Center/Edge_API_-_Purchase_Inquiry.htm?Highlight=reporting%20API
