How to Access AI Summary for Reviews

1. Manager Review (Performance Review Form)

Managers can view AI-generated summaries while writing or submitting feedback for their direct reports.

• The summaries appear under the Manager Resources tab.

• Self, Additional Reviewer, and Overall Insights summaries — shown based on visibility settings.

• Insights become available after the self-review or peer-review submission deadline, as applicable.

1. Calibration Table (During Calibration Discussions)

Managers, HRBPs, Admins, and Leaders can view a condensed version of AI Summaries directly in the Calibration Manage Table.

• Steps to Access:

  1. Click the three-dot (⋮) menu next to an employee’s name in the calibration table.

  2. Select AI Summary.

  3. A full summary panel expands on the right.

• Quick view of Self, Additional Reviewer, and Manager summaries, along with key insights, are available

• Insights are available after the self submission, peer submission & manager submission deadline, as applicable.

1. View Form (Full Feedback View)

   Managers, HRBPs, Admins, and Leaders can view the complete feedback form of an employee, including AI Summaries.

   • Steps to Access:

     1. Hover over an employee’s name in the Calibration Table.

     2. A View Form button will appear on the right end of the row.

     3. Click the View Form button to open the employee’s full Performance Review Form, where the AI Summary will be visible.