AI-powered Review Cycle Insights help you identify themes and trends across an entire review cycle or a specific group of reviews. Use these insights to identify patterns in feedback, pinpoint areas that may need attention, and surface high-level findings for discussion with senior leaders.
The insights available depend on your Small Improvements plan:
Launch: Common Themes
Grow: Common Themes, Inappropriate Language, and Group Training Opportunities
Elevate: All available insights, including Common Themes, Inappropriate Language, Group Training Opportunities, and Gender Gap Analysis
Note: If you're on a Legacy plan, the insights available to you may differ. Check the Summary tab of your review cycle to see which analysis types are available for your account.
How to Generate Summaries
Open the review cycle you want to analyze.
Use the Search menu on the cycle overview page to filter the reviews you want to include. For example, you can filter by Department to analyze individual departments, or by Reviewer Rating to explore patterns among different groups of performers.
If you want to analyze the entire cycle, you can skip this step.
Tip: For optimal performance, filter your results to 100 or fewer reviews before generating an analysis.
3. Navigate to the Summary tab.
4. Select one of the analysis types available to you:
Common Themes: Summarizes common strengths and weaknesses across the selected reviews.
Inappropriate Language: Flags feedback containing potentially derogatory or unprofessional language, such as curse words, stereotyping, or a dismissive or demoralizing tone.
Group Training Opportunities: Highlights professional development opportunities based on skill gaps identified across the selected reviews.
Gender Gap Analysis: Looks for potential gender bias in feedback and identifies patterns that may warrant closer investigation.
Allow the analysis to process. Larger samples may take a few minutes.
Your results include links to individual reviews that support the insights, making it easier to spot-check the underlying feedback and add context to the AI-generated analysis.
Note: AI-generated insights can help you identify patterns and areas for further investigation. Review the underlying feedback before taking action based on an analysis.
Best practices
If Inappropriate Language or Gender Gap Analysis identifies a pattern associated with a particular reviewer or team, filter your results and re-run the analysis for that group. A narrower analysis can help you understand the pattern in more context.
If you uncover reviews that need to be revised, you can unshare them and extend deadlines, either individually or in bulk.
Discuss insights from Common Themes and Group Training Opportunities with senior leadership. When an insight points to a broader organizational priority, consider turning it into a Company Objective to keep it visible and help employees align their goals with that priority.