What's new in Crouton

Over the past two weeks we rebuilt org charts around four new views, gave profiles a full redesign, and updated allocation reviews to show change summaries.

New org charts

We've added four ways to view the layout of your organization. Click View chart on any org view to open them, and switch between Team map, Collapsible tree, Breakdown, and Rings in the top right.

Team map

Collapsible tree

Breakdown and Rings

• Breakdown stacks your org from left to right, with each block sized by its FTE. Click a block to zoom in
• Rings shows the same hierarchy as a sunburst, from functional types in the middle out to teams and people

Org view admins can turn the chart on in Manage org view → Display with Enable team chart page.

Redesigned profiles

Profiles are now a single page instead of tabs. The header shows someone’s pronouns, title, team, location, start date, and email, which you can copy with a click.

• Quickly jump between About, Assignment, Team, Badges, Shout-outs, Groups, and Contact
• See title, tenure index, start date, and every manager at a glance
• Assignment shows current allocations and splits past ones by year
• Click a profile photo to see it uncropped

Add managers by hand

Admins can now add managers to a profile that your HRIS doesn’t track. Turn on "Admins can add managers" in My organization → Branding & profiles, then use the Managers card when editing a profile.

Tenure index for all employees

Tenure index is now a single setting in My organization → Branding & profiles. Choose Active employees to rank people who work here now, All employees to include alumni, or None to hide it.

Allocation review: What changed

Allocation review has a new What changed tab for admins. It lists everyone whose allocations changed in the selected month, with each change shown before and after.

Open headcount alerts

Org views can now flag open headcount that isn’t assigned to one of their teams. In Manage org view → Alerts, turn on Ensure every open headcount is assigned.

• Each unassigned role gets an item in the Inbox, with a link straight to it on the Open headcount page
• Items resolve themselves once the role is assigned or no longer open
• Open headcount synced from Ashby is now named after its published job posting, and only roles with a published posting are included

This week we rebuilt the monthly allocation review cycle around deadlines, reviewers, and reminders. We also made org view teams more flexible to better support people ops use cases and gave the Inbox a full redesign.

Allocation review: deadlines, reviewers, and reminders

Each month is now its own review cycle with a clear deadline, due by default on the 5th of the following month.

• Deadlines and month lock. Admins can change any month’s deadline from Allocation review → Settings, and lock a month once it’s done so its reviews become read-only.
• Reviewers. Every team has reviewers: the people responsible for its review. They default to the team’s leads, and admins can assign anyone in your organization from Coverage.
• Reminders. Crouton reminds reviewers who haven’t published yet by email and Slack, automatically on a schedule you choose or by hand from Coverage.

A redesigned Inbox

The Inbox has a new layout with items listed on the left and the selected item’s full details on the right.

• Search the Inbox, filter by type (badge requests, profile reports, team reports, assignments, and list alerts), and sort by newest or oldest
• Each item shows tailored actions like Resolve, Mute, Recheck, Send reminder, or a link straight to the appropriate page to address it

Affinity Groups

We've given org view teams more customization options that enable affinity groups: groups of common interests that your employees can manage. Org view admins can now let everyone create and manage teams. With this setting enabled, anyone in your organization can:

• Add new groups to the org view
• Change the icon/name of existing groups
• Join or leave groups self-serve

Enable this setting by navigating to an org view's settings and enabling allow anyone to manage teams

Data sources in My organization

Data sources now live in My organization → Data sources. This page shows your connected sources and the ones available to connect, like Ashby, Rippling, and more.

You can also sync people, reporting lines, and teams from your identity provider’s SCIM directory. Crouton maps each person’s manager, division, and department to reporting lines, teams, and sub-teams.

We’ve spent some time this month focusing on Lists: the organizational tool that makes it easy to collect groups of teams or profiles and track custom information.

Auto-add rows

Lists can now keep themselves populated. When you create a list, choose between adding rows manually or keeping all people or teams in sync. You can switch existing lists over at any time from List Settings → Row membership.

With sync on:

• Every person or team is added for you and new ones appear automatically as they’re created
• Employees who leave your company drop off the list on their own

List alerts

Lists can now tell you when something’s missing. Open List Settings → Alerts, pick the column to watch, and choose who should hear about it.

• Crouton checks every list nightly and sends each recipient an item in their Inbox for each row that’s missing a value.
• Inbox items link straight to the row, and they clear themselves once the value is filled in. No need to dismiss manually.
• Easily filter to just rows that are missing values by clicking the alert button above the table

Exporting your data

This update also enables you to export your list data via CSV or API.

CSV — Every list detail page now has a Download CSV button. The export covers the entire list, not just the rows visible on screen, and includes all of your columns and custom fields.

API — Lists are now available through the Crouton API, so you can pull them into your own reporting or tools.

Existing API keys can pull this information or create a new key in My Organization → Integrations → API Keys. View the API docs!

Sharing lists with your team

Lists now have a proper Share dialog.

• Add teammates and give them view or owner access
• Set general access to Restricted (only people you’ve added) or open the list to anyone in your organization
• Only owners can manage access and can remove people

Allocation review enables guided monthly workflows for confirming who’s working on what. Instead of chasing spreadsheets or asking leads to update allocations ad hoc, each month opens a review cycle where every team lead confirms their people’s allocations in one pass.

Allocation review is turned on per org view from its Display settings.

Run a review, team by team

Each month gets its own cycle, and the coverage home page shows where the whole organization stands: how many people have been reviewed, which teams are still waiting, which reviews are in draft, and which have been published.

• Send each lead their own link. Copy a team’s review link straight from the coverage list and send it to the lead.
• Review just one person. Need a mid-month correction for a single individual? Start a spot review for that person instead of reopening the whole team.
• Pick up where you left off. Drafts are saved as you go and listed with their progress, so a review can be finished later without losing work.

Review each person with the full picture

Reviews walk through one person at a time, showing their current assignments, their total allocation, and a history of recent allocation changes.

For each person, a lead can adjust allocation percentages, change a role, mark someone as project lead, end an assignment, or add a new one — each with its own effective date so changes land on the right day.

The review also catches the things that are easy to miss:

• Allocation warnings when someone ends up over or under 100% or has no active assignments at all.
• Overlap alerts when the same person is also being reviewed in another team’s draft.
• Stale draft detection when someone’s live assignments change while a review is in progress.

MCP Integration

Allocation reviews can be opened, edited, and published through AI assistants like ChatGPT and Claude.