Using the AI Review Summarization Assistant (admins, managers, contributors)
Introduction
With a PerformYard Enterprise account and the AI Review Summarization Assistant, you can transform multiple review forms into a concise, actionable overview, saving you valuable time while ensuring no important feedback is overlooked. By analyzing patterns across all submitted forms, the AI Review Summarization Assistant identifies key themes, notable quotes, specific action items, overall review tone, and disconnects between the reviewers which provides a comprehensive picture of performance that might otherwise be difficult to extract from reviews with numerous forms or questions.
Disclaimer: This feature uses artificial intelligence to generate summaries of review form responses. While it aims to provide concise and accurate overviews, these summaries may not always capture all nuances or context from the original form question and answers. Please look over the entire review alongside any generated summaries to ensure proper interpretation and decision-making.
Usage of the Review Summarization Assistant is accessible only to authorized personnel: administrators, the employee's direct manager, the employee's contributors, and extends upward through the management hierarchy. This restricted access ensures confidentiality while providing visibility to those with legitimate oversight responsibilities.
Review Insights
You can access the ability to generate a new summary or view an existing summary at any time during the review process by clicking the Review Insights button located in the top-right corner above the first form. This feature remains available throughout the entire review completion period, providing real-time support whenever needed.
The ability to generate a new summary or view an existing summary for the review can also be found in Options dropdown on the review page.
When you click the Review Insights button for a review without an existing summary, our AI Review Summarization Assistant immediately begins analyzing all available authored forms. Please note that the AI Review Summarization Assistant only takes into account forms that have been completed by one or more authors. The assistant generates a tailored summary based on your company's configured preferences and the answered from questions, which is then saved for convenient future access. If some forms in the review are incomplete when you generate a summary, the resulting summary will have a callout towards the top of the panel that will show users with access to the summary that the insights are based on partial feedback. This transparency ensures everyone understands that additional perspectives may still be forthcoming. We encourage users to wait until a review is near completion before generating a summary. When you click the Review Insights button for a review with an existing summary, that summary is shown with the ability to be regenerated.
We handle redacted forms with care. When a form is marked for anonymity, we include its valuable feedback in the summary while carefully omitting all author identification details. The summarization assistant processes this content without any name or role information, ensuring anonymous contributors remain completely confidential to all users, even those with summary access.
Regenerating a Summary
After a review summary is generated, you have the option to refresh insights at any time by clicking Re-summarize. This prompts our assistant to generate a new analysis incorporating all current responses, taking your company's section preferences into account. This feature is particularly valuable when the original summary was created before all feedback was submitted, allowing you to access the most comprehensive insights once the review is complete.