Ask PerformYard: Knowledge Base Setup & Management

Introduction

Ask HR is a feature within Ask PerformYard that enables your organization to provide instant, accurate answers to common employee questions using your company's own resources. HR admins can build a custom knowledge base by uploading company documents, such as policies, procedures, handbooks, and guidelines. When employees ask Ask PerformYard a question, the assistant searches this knowledge base to provide relevant, context-aware answers drawn directly from your organization's materials. This feature aims to help reduce the volume of repetitive HR inquiries while ensuring employees get fast, reliable information when they need it. Ask HR intelligently parses uploaded PDF documents and retrieves the most relevant information to answer each question accurately.

Ask HR Knowledge Base

Once Ask HR is enabled, navigate to Resources > Company Documents to set up your knowledge base. Existing customers may notice some documents are already included in the Ask HR Knowledge base. This is because we've pre-selected certain resources from your documents to help you get started. You can review, modify, or upload additional documents at any time to tailor the feature to your organization's needs.

Managing Documents

You can include any PDF document from Company Resources in the Ask HR knowledge base. To include a document:

1. Navigate to Resources > Company Documents and locate the document you want to include
2. Click the the gray AI icon with a slash through it next to the document

3. The document will begin processing and will be added to the knowledge base once complete

Alternative method: Click the pencil icon next to the document, select "Allow Ask PerformYard feature to retrieve and reference this document when answering questions," and click Save Changes.

Once processing is complete, the AI icon will turn blue, indicating the document is ready for use by Ask PerformYard. To remove a document from the knowledge base, simply click the blue AI icon and the document will no longer be used when answering questions.

Document Permissions