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Changelog

What we shipped.

Every notable release and decision, grouped by year. Weekly digests at the top; milestones at the bottom. The cadence itself tells the growth story.

59 entries · RSS coming soon

2026

State filings · fine-grained permissions · leave management v2 · AI assistance
  • Payroll Security Platform

    Week of Jul 27 · Payments pipeline takes shape

    The money-movement build reached its first end-to-end pass: pay runs now flow from payroll into the isolated payment environment, where an operations queue tracks each run and a new anomaly engine screens every deposit against each person's payment history before anything moves. In the core platform, a new data-access scoping layer gives admins per-domain control over exactly what each role can see, and quarterly tax forms now report opted-out state and local wages correctly.

    • Pay runs flow into the isolated payment environment — integrity-verified on receipt, tracked in an operations queue
    • A payment-anomaly engine screens every deposit against each person's history; anything unusual is held for human review
    • The bank-file (NACHA) engine — built in-house, backed by an exhaustive test suite
    • Per-domain data-access scoping — admins control which data each role can reach, domain by domain
    • Quarterly tax forms report opted-out state and local wages correctly
  • Standalone RMS
    Payroll RMS Security

    Week of Jul 20 · Custom pay-grid columns + live church sync

    Pay grids became customizable — admins can add their own columns to payroll views — and a new No Wages option keeps tax details accurate when a tax applies but no wages were paid. The relationship-management platform connected to a live Rock RMS environment for the first time, syncing data end to end through the new pipeline. And the defense-in-depth push kept rolling: every self-service surface is scoped to exactly its audience, with build-time guards that enforce that scoping on every future endpoint.

    • Custom pay-grid columns — tailor payroll views with the fields your organization needs
    • No Wages handling on tax details, aligned with the opt-out switch
    • First end-to-end sync from a Rock RMS environment into the standalone relationship-management platform
    • Self-service data scoped to owner, leader, or HR — with scope declarations enforced automatically at build time
  • Money Movement Build
    Payroll RMS Security

    Week of Jul 13 · Two roadmap builds begin

    Two of the roadmap's biggest initiatives moved from design into build. The money-movement platform now has its own hardened home — private networking, Microsoft sign-in as the front door, and hardware-key step-up for sensitive actions. And a new relationship-management platform took shape in its own dedicated environment, where the church's data stays under the church's governance — with Rock RMS as the first connected system.

    • Money movement: an isolated, security-first environment stood up — private networking, Microsoft sign-in front door, sessions that lock themselves when idle
    • Relationship management: standalone tooling in its own isolated environment, with the church in control of who has access
    • Payroll register PDFs paginate correctly — no more employees clipped at page bottoms
    • State-by-state extra-withholding entries post cleanly; quarterly form employee counts corrected
    • An automated regression suite now sweeps payroll math and permission rules on demand
  • Security Platform Payroll

    Week of Jul 6 · Defense in depth

    A platform-wide defense-in-depth push began: every service call is authenticated end to end, authorization is enforced at every layer of the stack, and the audit trail stamps organization context on every event. Onboarding document handling got sturdier too. And ground was broken on the money-movement initiative from the roadmap — a purpose-built, isolated environment where payroll funds will move.

  • Onboarding Security Platform

    Week of Jun 29 · Counter-signing + one codebase

    Document signing rounded out: HR counter-signing on the Documents page, signed state tax forms that write their elections back into withholding, and cleaner W-9 handling. Behind the scenes, the platform's feature work and its tenant-isolation layer came together onto a single codebase, with every accounting action individually permission-gated.

  • Accounting Onboarding Clergy

    Week of Jun 22 · Sage people sync + document signing

    The Sage Intacct connection deepened: a new Map People screen reconciles employees and vendors between the platform and Sage, profile changes now sync across automatically, and expense reimbursements from Sage appear on the dashboard and each employee's Expenses page. Document e-signing grew too — supplemental state tax forms, manager-side I-9 completion, and clergy document handling.

    • Map People — reconcile employees and vendors between the platform and Sage Intacct, with search and auto-match
    • Employee profile changes sync to Sage automatically, with a centralized audit of everything sent
    • Expense reimbursements pulled from Sage, with a vendor-search preview and aging view
    • E-signing: supplemental state tax forms, manager I-9 Section 2, and clergy housing write-back on designated documents
  • Accounting Security

    Week of Jun 15 · Accounting integration, rebuilt

    The accounting integration was rebuilt end to end: a new guided Configuration workspace takes admins from chart of accounts to mapping rules to a live test preview, and journal entries now post directly to Sage Intacct — with the chart of accounts importable straight from Sage. Underneath, sensitive fields gained a new layer of encryption, and fine-grained permission checks govern every payroll, onboarding, and admin action.

    • New accounting Configuration workspace — guided setup from chart of accounts through mapping rules, with a live preview that tests mappings against real pay-run data
    • Import your chart of accounts directly from Sage Intacct; post journal entries straight to Sage, with dry-run validation first
    • Durable, auditable posting — every action leaves a full trail and recovers cleanly from any interruption
    • Field-level encryption for sensitive data, protected by a layered key hierarchy
    • Fine-grained permission checks on every payroll, onboarding, and admin action
  • Employee 360
    Employee 360 AI TMR

    Week of Jun 8 · Employee 360

    Employee 360 is here — a single, whole-person view of every team member that brings performance, pay, time off, benefits, giving, and tenure together with AI-written insight on health and retention risk. The detail dossier completes the launch with a full history of each person, leadership read-outs, and a clear, color-coded sense of where to focus.

    • Whole-person dossier: performance, pay, PTO, benefits, giving, and compliance in one place
    • AI-written profile and last-review analysis, with a deterministic health score underneath
    • Retention-risk and leadership read-outs at the top of every profile
    • Sort and filter the whole organization by campus, department, or manager
  • RMS AI Timekeeping

    Week of Jun 1 · Giving insights + time compliance

    RMS Giving Insights gained sharper AI highlights and a known-reason acknowledgment flow that keeps its watch lists meaningful. Time-compliance scoring also deepened — on-time and lateness verdicts now feed the score directly.

  • RMS Giving Insights
    RMS Insights AI

    Week of May 25 · RMS Giving Insights

    RMS Giving Insights is here — a cross-year view of staff giving with AI-written, discipleship-framed highlights, leadership-tier analysis, and a where-to-focus watch list. Framed around stewardship and integrity, never fundraising. The standalone RMS module documentation went live the same week, and a clearer navigation menu rolled out across the app.

    • Cross-year staff-giving analytics with a five-card KPI strip and an engagement-depth view
    • AI-written highlights and watch list, framed around stewardship — never fundraising
    • Leadership-tier analysis and a where-to-focus campus / department breakdown
    • Standalone RMS module documentation published
    • Clearer, pin-able navigation menu across the app
  • Accounting Reporting

    Week of May 18 · Accounting integration + data export

    Direct accounting integration is in progress: pay-run journal entries now flow through a provider-agnostic engine with a Sage Intacct connection, running in parallel-run validation alongside today's export. A new Employee Data Export report shipped with gated, audited access to sensitive fields.

    • Provider-agnostic journal-entry engine with a Sage Intacct connection (in parallel-run validation)
    • Employee Data Export with gated SSN reveal and access auditing
  • Onboarding Tax Reporting

    Week of May 11 · Onboarding, end to end

    The new-hire onboarding flow is now complete end to end — from packet to e-signature to an active employee record — and full customer documentation for the Onboarding module went live. Rounded out with rehire and tax-details fixes.

    • Complete new-hire path: packet builder → tokenized wizard → manager sign-off → active employee
    • Full Onboarding module documentation published
    • Rehire and tax-details corrections
  • Performance TMR

    Week of May 4 · Faster grids

    Performance work made the heaviest grids and dashboards load noticeably faster, with refinements to attendance and review data behind the scenes.

  • Platform Tax Reporting

    Week of Apr 27 · Reliability & tax-form polish

    A quieter week of reliability work — duplicate-proofing on automatic time-entry generation — and a pass aligning tax-form print templates with their on-screen versions.

  • RMS in Production
    RMS Platform

    Week of Apr 20 · RMS module joins production

    The Relationship Management System (RMS) module joined the production platform. The quarter closes with more modules running independently than ever before.

  • Platform Leave Tax Reporting

    Week of Apr 13 · Observability refinement

    A second pass on production logging plus continued leave and tax-reporting polish on state filing edge cases.

  • Tax Reporting Payroll Platform

    Week of Apr 6 · Paycheck & Tax Calculator + observability

    A new self-service Paycheck & Tax Calculator landed — employees can model take-home pay and tax scenarios side by side, with W-4 elections, extra withholding, and a clergy housing scenario. Behind the scenes, production logging and background-job observability came online for faster visibility into live system behavior.

    • Self-service paycheck & tax projection with scenario tiles you can explore and compare
    • 2020-and-later W-4 elections, extra withholding, and a clergy housing scenario
    • Projection toggle with FIT / SIT / exemption read-outs; reusable in a calculator-only mode on the org tax-settings page
  • TMR AI Platform

    Week of Mar 30 · TMR AI service

    Team Member Review's AI features moved to their own dedicated service, giving them room to grow independently.

  • TMR Security Tax

    Week of Mar 23 · Review insights polish

    A quieter week of review-insight polish and preparation for the AI features graduating to their own service.

  • Onboarding Leave Performance

    Week of Mar 16 · Onboarding stability

    Onboarding performance got serious attention — faster employee setup, deep index coverage, and refined data filtering.

  • AI Leave

    Week of Mar 9 · AI settings + leave polish

    A new AI settings experience gave admins visibility into model choice and cost. Leave management gained reversible allocation runs and guided setup for new policies.

  • Leave Management Phase 2
    Tax Reporting State filing Leave Security

    Week of Mar 2 · State filings expand + leave Phase 2

    Colorado and South Carolina state filings joined Georgia. A quarterly 941 review workflow went live. The second phase of Leave Management shipped with policies, tiered rules, and effective-dated versioning.

    • Colorado and South Carolina state-level tax filings
    • Quarterly 941 review-and-validate workflow
    • PTO policies with tiered rules and position targeting
    • Policy cloning and effective-date versioning
  • Fine-Grained Access Live
    Security Leave AI Platform

    Week of Feb 23 · Fine-grained access control goes live

    The fine-grained access-control model went live platform-wide, giving admins ability-based roles and row-level control over sensitive records.

    • Ability-based access control, enforced by default across all services
    • Row-level data access controls for sensitive records
    • Leave rollover management page — bulk preview, apply, draft save
    • Three-tier caching for fast permission checks
  • Analytics Platform

    Week of Feb 16 · Analytics + observability

    Analytics moved to its own independent service. Production observability tooling came online.

  • Security Performance

    Week of Feb 9 · Enforcement rolls out

    The new access-control model was applied wave by wave across every module. Tax calculations got faster under heavy load.

  • Fine-Grained Permissions
    Security Tax Reporting

    Week of Feb 2 · Fine-grained permissions begin

    A new fine-grained permissions platform began rolling out this week — per-role, per-domain control over exactly who can see and do what, across the entire product.

  • Tax Reporting State filing Georgia

    Week of Jan 26 · Georgia state filing

    Georgia's state W-2 reporting generator shipped — the first of several state filings the team stood up this quarter.

  • Tax Reporting

    Week of Jan 19 · Tax reporting groundwork

    Groundwork began for a major quarter of tax reporting work — multi-state W-2 generation and the first federal filing experiments.

  • TMR Payroll

    Week of Jan 12 · Insights performance

    Review Insights got faster and more polished. Pay-run detail views gained richer validation.

  • TMR Onboarding Payroll

    Week of Jan 5 · Back from the holidays

    Polish across review notifications, onboarding, and a handful of payroll refinements as the new year got underway.

2025

TMR launch · Onboarding production · platform re-architecture · AI insights
  • AI Leadership Reports
    TMR AI Leadership Tax Reporting W-2

    December 2025 · Leadership Reports + Tax Reporting

    Leadership Reports launched — per-manager, AI-assisted summaries of team performance with coaching guidance. Tax Reporting stood up as its own dedicated service ahead of W-2 season.

    • Per-manager leadership reports with AI coaching analysis
    • Department-level performance overview with inflation detection
    • W-2 generation and validation infrastructure
    • Modernized tax-details experience
    • Giving-data integration (for churches using a ChMS)
  • AI Insights
    TMR AI Insights

    November 2025 · TMR Insights v2 (AI)

    TMR Insights v2 launched with AI-powered action items and an interactive heatmap — turning performance-review data into specific, recommended next steps for leaders. Invoicing shipped for CarbonHRM's billing operations.

    • AI-generated action items from review data
    • Interactive performance heatmap
    • Score-distribution analysis with recommendations
    • Campus-level review visualizations
  • Agentic Era
    Engineering AI Billing

    October 2025 · AI-assisted development begins

    CarbonHRM's engineering team adopted AI-assisted development across the codebase, accelerating the pace at which the product matures. A new billing system shipped alongside to support CarbonHRM's own operations.

  • Payroll Adjustments Tax

    September 2025 · Adjustments + overpayment

    The Adjustments engine shipped — correcting prior pay runs cleanly, including across tax years. Overpayment recovery and void-payment flows joined it.

    • Pay-run adjustments across any prior period
    • Overpayment deduction on future pay runs
    • Void / paper-check / no-pay handling
    • Mobile biometric login for employees
  • Audit Payroll Security

    August 2025 · Audit log + dual-role paystubs

    A comprehensive audit log shipped across the platform — every sensitive change is traced. Dual-role paystubs rendered correctly for the first time, including direct deposit files.

  • Accounting Module
    Accounting Payroll Clergy Milestone

    July 2025 · Accounting + dual roles

    The Accounting module came online, covering journal entries, GL codes, transaction methods, and reconciliation. Dual-role support let an employee serve in multiple ministry positions with correct payroll handling end-to-end.

    • Full Accounting module — journal entries, GL codes, reconciliation
    • Custom journal entry templates per organization
    • Dual-role payroll — one person, multiple ministry positions
    • Accurate tax and pay calculations across roles
  • Platform Re-architecture
    Platform Architecture Security Leave

    June 2025 · Platform re-architecture

    The platform split into independent services — a major re-architecture that set the stage for faster delivery, stronger isolation, and better resilience. Vacation rollover shipped in parallel.

    • Independent services for identity, core infrastructure, and timekeeping
    • Modern authentication and authorization
    • Vacation rollover at year-end
    • Support for ministry roles that span multiple positions
  • Mobile V2 Launch
    Mobile Launch Timekeeping

    May 2025 · Mobile V2 launched

    The next-generation mobile experience went live — starting with time entry, approvals, and manager tools. Employees and managers can now run their day from their phone.

    • Time entry from the phone
    • Manager approvals on the go
    • Push notifications for timesheet events
    • Employee self-service from mobile
  • Security Access Control Platform

    April 2025 · Role-based payroll access

    Ministry-specific payroll access controls shipped — letting large organizations give the right people access to the right pay data. Observability and reliability tooling landed alongside.

  • Onboarding Production
    Onboarding Tax Self-service Milestone

    March 2025 · Onboarding goes production

    The Onboarding module shipped in full. New hires can now complete a digital packet — federal tax forms, state tax forms, direct deposit, personal information — before their first day.

    • Federal I-9, W-4, and W-9 fully digital
    • State tax forms for an expanding list of states
    • Employee and manager e-signatures
    • Auto-filled tax PDFs delivered to the HR record
  • Tax 1095-C Onboarding Compliance

    February 2025 · 1095-C + state onboarding

    ACA 1095-C generation and filing landed in time for the reporting deadline. New-hire onboarding flows added their first state-specific tax document support.

  • TMR Launch
    TMR Launch Performance Reviews

    January 2025 · TMR Reviews live

    Team Member Reviews launched — a full performance review workflow built specifically for ministry leadership. The first customer-led review cycle ran this month.

    • Manager-led performance reviews for every employee
    • Ministry-specific review templates
    • Review completion tracking and reporting
    • E-signature on completed reviews

2024

V1 Launch · V2 Web Launch · paperless tax year
  • Paperless Tax Year
    Tax W-2 1099 1095-C TMR Milestone

    December 2024 · Paperless tax year + TMR born

    The first fully paperless tax year — W-2 and 1099 delivery to every employee electronically, with ACA 1095-C preparation underway. Team Member Reviews (TMR) took shape for a January 2025 launch.

    • Electronic W-2 and 1099 delivery
    • ACA 1095-C preparation
    • Performance review module (TMR) built for January launch
    • Employee e-signature for tax documents
  • Tax Year-end W-2 1099

    November 2024 · Year-end tax readiness

    Tax year-end preparation — W-2 and 1099 generation pipelines, reconciliation tools, and the first end-to-end test of a full calendar year of payroll data.

  • Analytics Onboarding

    October 2024 · Analytics + onboarding foundations

    Analytics dashboards came online for organization leaders. Early work began on the Onboarding module that would ship in 2025.

  • V2 Web Launch
    Launch Design Milestone

    September 2024 · V2 Web Launch

    V2 launched publicly — a fully redesigned web experience across payroll, HR, and self-service. The platform looked and felt like the product CarbonHRM was always meant to be.

    • Redesigned admin experience across every module
    • New employee self-service portal
    • Unified design system
    • Faster page loads and cleaner navigation
  • Design Platform

    August 2024 · V2 convergence

    The V2 design effort merged back into the main product — every page redesigned, tested, and ready for a second launch.

  • V2 UI
    Design UX

    July 2024 · V2 UI sprint

    The biggest design push in the project's history — a full reimagining of the admin and employee experience.

    • Refreshed navigation and information architecture
    • Consistent design system across every screen
    • Faster, more discoverable workflows for HR and payroll admins
  • Platform Timekeeping Multi-campus

    June 2024 · Timezone unification

    A platform-wide refactor brought every timestamp onto a single canonical timezone model. Multi-campus organizations across multiple timezones became fully supported.

  • Payroll Timekeeping

    May 2024 · Retro pay + time fixes

    Retroactive pay handling shipped — the system can now correct prior pay runs cleanly. Timekeeping edge cases around daylight saving were resolved.

  • V1 Launch
    Launch Payroll Milestone

    April 2024 · V1 Launch

    CarbonHRM V1 launched to its first paying customer. The platform was running real payrolls in production — gross-to-net, direct deposit, paystubs, quarterly tax filings.

    • First paying customer running production payroll
    • Direct deposit via ACH
    • Employee self-service portal
    • Quarterly tax reporting
    • Clergy-aware payroll — housing allowance, FICA opt-out
  • Tax Payroll Paystubs

    March 2024 · Tax engine + paystubs

    Integration with a national tax engine went live, covering federal, state, and local withholdings. Paystubs rendered to PDF for the first time.

    • Federal, state, and local tax withholdings for all 50 states
    • Paystub PDF generation
    • Clergy-specific tax handling — housing allowance, FICA opt-out
  • Onboarding Data Migration

    February 2024 · Bulk uploads

    Bulk data uploads shipped — the first tool that let a ministry migrate years of payroll history into CarbonHRM in hours instead of weeks.

  • Pre-launch Security

    January 2024 · Pre-launch sprint

    Production hardening began — security review, role-based access, and the first customer-facing polish ahead of launch.

2023

Foundation laid · first pay run
  • First Pay Run
    Foundation Payroll

    December 2023 · First pay run

    The first end-to-end pay run completed internally — time in, gross-to-net calculated, paystubs generated. A working payroll system, five months after work began.

  • Foundation Payroll

    November 2023 · Core logic

    Payroll fundamentals came together — time entry, pay profiles, and the calculation engine underpinning every paycheck.

  • Foundation Admin

    October 2023 · Admin tier

    Administrative scaffolding came online — organizations, employees, and the first tooling for setup and data entry.

  • Foundation

    September 2023 · Scope and scaffold

    Scope sharpened around ministry payroll needs. The core data model and organization structures took shape.

  • Foundation

    August 2023 · Project begins

    Work began on what would become CarbonHRM — a payroll and HR platform built from the ground up for ministry.