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 AI Summaries are accessible in the Manager Resources tab.

  • Summaries are available for Self, AR, and Overall Insights, depending on visibility settings.

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

2. Calibration Table (During Calibration Discussions)

  • Managers, HRBPs, admins, and leaders can view a similar version of AI summaries directly in the calibration table.

  • To access the summary:

    1. Click the three-dot menu next to an employee’s name on the calibration page.

    2. Select the AI Summary button.

    3. The full summary panel expands on the right.

  • Provides a quick view of self, AR, and manager summaries, along with key insights.

  • Summaries become available after the self-submission, peer-submission, or manager-submission deadline, as applicable.

3. View Form (Full Feedback View)

  • Managers, HRBPs, admins, and leaders can view the complete feedback form of an employee along with AI summaries.

  • To access:

    1. Hover over an employee’s name in the calibration table on the calibration page.

    2. Click the View Form button that appears at the right end of the row.

    3. You will be redirected to the employee’s performance review form, where the AI summary is visible.

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