Reviews AI summarisation (full Talent Management module)

This guide shows how AI can be used in Review Types to collate and summarise past responses in employee/ manager review forms, supporting performance conversations such as mid-year, annual, or other overall reviews.

Contents

• Review type configuration
• Suggesting answers with AI
• How the AI usually works or responds

Learn as you go Step-by-step guidance available to walk you through the task in hand Just head to the in-app Resource Centre

Review type configuration

• AI can be enabled per Review Type
• Go to Performance & Development > Performance & Development Configuration > Review Types Configuration
• Select the relevant Review type
• Turn on the slider for Allow AI answers and click Update to save

• You will need to enable this setting on each Review Type to use the AI feature

Suggesting answers with AI

• When a review is created within the Employee Dashboard if it has AI answers enabled, any sections within a review form with long/short text answers will have a Suggest answers button present

• Clicking the Suggest answers button will present a pop-up where you can choose which review type(s) to summarise answers from and select a date range to narrow it down (leave blank to include all)

• Click Next and then you can untick any reviews you wish to discount from the suggested responses then click Generate

• Once the AI has finished summarising, a message will advise whether there was sufficient data to generate answers

• Click Ok and then you will see a Populate button against answers where there was sufficient text to generate a response.  The Populate button will not display where there wasn't enough previous data to suggest an answer
• Clicking the button will populate the text answer with suggested text for you to review and amend as necessary

Note: In relation to the message below, AI answers won't be considered as a draft answer until you click into the text box to start editing, so if you leave the review without editing/submission it won't be saved but can be generated again.

How the AI usually works or responds

• The AI model should only populate answers it has relevant historic data for. If it has no data to answer the question, it will return a blank answer for that question
• The review questions are important - if they are not relevant or generic, the model will find it difficult to provide a relevant answer (eg “Notes” or “Feedback”)
• If the review questions in the target review form are also in the historic review data, it may replicate the exact same answers in the target review:
  • eg “What have been your recent successes?”: If this question is in your monthly review as well as your target review, the model may give an identical answer to the historic answer. Differentiate where possible - ie “what have been your successes this month?” vs “summarise your recent successes”