AI Review Summarization Assistant Settings and Options (admin)

Introduction

If you are on a PerformYard Enterprise account, as an administrator, you have the ability to tailor the AI Review Summarization Assistant to your organization's needs. You can configure key settings such as enabling or disabling the feature and which sections to include in the summarization.

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.

Enable Review Summarization Assistant

Administrators have the ability to enable or disable the AI Review Summarization Assistant feature for their entire organization. This feature can be turned on or off based on the needs of your team or company policies. To disable the AI Review Summarization Assistant for all reviews, simply set the toggle to “off”. When the feature is disabled, admins, managers, and contributors will not have the option to generate a summary for any PerformYard reviews.

Summary Content

As an administrator, you can control which sections are included in the AI generated review summary. This ensures you only see content that is relevant to you and your company. The Review Summarization Assistant transforms 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 assistant identifies key themes, notable quotes, and specific action items—providing a comprehensive picture of performance that might otherwise be difficult to extract from numerous individual reviews.

Key Strengths and Areas for Improvement: This section highlights the review subject's most notable accomplishments and skills, along with specific areas where growth or development is needed. The Review Summarization Assistant analyzes patterns across all review forms to identify consistently mentioned strengths and improvement opportunities, providing a balanced overview of performance.
Relevant Quotes from the Review: Direct excerpts from reviewer feedback that provide meaningful context or particularly insightful observations. The Review Summarization Assistant selects quotes that best represent important themes, critical feedback, or exceptional praise that appears throughout the review.
Action Items Mentioned by Reviewers: Specific recommendations, tasks, or development goals suggested by reviewers. This section compiles all actionable feedback across forms into a consolidated list, making it easier to create follow-up plans and set clear expectations for future growth.
Overall Tone of the Review (Positive, Negative, Neutral): An assessment of the general sentiment expressed across all review forms, categorized as Positive, Negative, or Neutral. This provides a quick snapshot of how reviewers collectively perceive the subject's performance, helping to contextualize the detailed feedback.
Differences of Opinions Between Reviewers: Areas where reviewers have expressed contrasting perspectives or assessments. This section identifies significant variations in feedback on specific skills, behaviors, or accomplishments, highlighting where perceptions differ among review form authors.

To add or remove a section from the review summary:

Click the checkbox next to each category you wish to include or exclude
Click the green Save Changes button

The review summary will now only include the sections that are checked in the Summary Content section.