Engagement AI Summarization and Insights

Introduction

PerformYard Engagement includes two AI-powered features designed to help HR administrators analyze survey results more effectively:

  • Text Summarization: Summarizes and analyzes open-ended text responses to identify sentiment, themes, and actionable recommendations.
  • Cohort Analysis: Provides AI-generated analysis of satisfaction factors and eNPS across employee cohorts, highlighting performance gaps and offering targeted recommendations.

Both features are designed to make engagement data easier to interpret and present, especially for organizations new to survey analysis.

Important Note: Our AI features use artificial intelligence to generate summaries. While designed to provide accurate analysis, AI summaries may not capture all organizational nuances or context. Always review the underlying responses alongside AI insights when making decisions.

Enabling Summarization and Analysis in Engagement

To Enable:

Navigate to Administration > AI Insights and select AI Engagement Analysis. Toggle "Enable Text Response Summarization" or "Enable Cohort Analysis" to On.

To Disable:

Return to Administration > AI Insights > AI Engagement Analysis and toggle "Enable Text Response Summarization" or "Enable Cohort Analysis" to Off.

Cohort Analysis Access and Content

Cohort Insights are available on the Cohorts dashboard page when enabled. They complement existing cohort analytics such as trendlines, radar charts, and heatmaps.

When Cohort Analysis is enabled, Admin and Billing Admin roles will have access to the ability to request analysis for both a single cohort and their All Employees results row on the Cohorts dashboard.

To access the summarization command, select the overflow menu associated with your desired cohort and then select the "Summarize" option. A panel will then be displayed that contains details associated with your selected cohort and the content of the summarization itself.

Each row's Factor and eNPS scores will be analyzed and summarized under the following sections:

  • Summary: A high-level assessment of the selected cohort or company-wide row.
  • Key Performance Areas: This section highlights the two lowest-scoring and single highest-scoring factors for the selected cohort, an analysis of the factor's score, and recommendations related to the factor.
  • eNPS Improvement Strategies: The eNPS section highlights strategies to address promoters, detractors, and passive employees to improve or take advantage of a cohort's eNPS score.

Text Summarization Access and Content

When Text Response Summarization is enabled, Admin and Billing Admin roles will have access to the ability to request a summarization of responses to the following question types:

  • Additional Feedback responses
  • eNPS feedback responses
  • Custom Text Question responses

Please keep in mind that summarization takes into account the selected dashboard date range and cohort filter selection so as to provide an easy way to gather analysis based on cohort or time period that would be critical to analyze.

To access the summarization command, select the overflow menu associated with a text response question and then select the "Summarize" option. A panel will then be displayed that contains the details of the summarization request and the content of the summarization itself.

Responses will then be summarized and insights will be provided under a number of sections:

  • Summary: This section is a general overview of key findings given all responses examined together as a whole.
  • Overall Sentiment: The overall sentiment section displays the dominant sentiment amongst survey responses and a breakdown of each sentiment type that was detected.
  • Examples: The Examples section contains sample responses demonstrating each sentiment category to help you understand the classification.
  • Themes: The Themes section highlights common topics and patterns identified across responses.
  • Recommendations: Finally, a recommendations section displays actionable insights that would assist with employee engagement and address identified themes.

Summarization and Analysis Tools

After a summary is generated, the text of the summary can be copied for easy transfer into another file such as a slide presentation or text document to be distributed to stakeholders.

In addition, if you would like Engagement to try summarizing responses again you can refresh the summary by selecting the Re-summarize button.