AI Insights summarise each reviewee's published evaluations (also called an AI review summary): a performance summary, how aligned the reviewers are, strengths, areas to improve and a suggested action plan. Team insights combine the AI Insights of a manager's whole team into one AI Summary with Suggested action items. Factorial generates both automatically from the review answers; nobody has to press a button, and nobody can edit them.

Before you start

• AI Insights are part of performance reviews. No extra setting or AI add-on is needed.
• AI Insights use only the questions and answers of the person's published evaluations in that review.
• AI Insights appear once all the person's required evaluations are published, or when the review finishes.
• Reviews created before AI Insights existed don't have them.

Steps

See one reviewee's AI Insights

1. Go to Performance > Reviews and open the review.
2. Open the reviewee.
3. In the Personal tab, find the cards tagged Factorial AI: Alignment and Strengths.
4. Select See more to open the AI Insights panel with:
   • Performance Summary and a Performance level (Low, Normal or High).
   • Alignment: how much the different reviewers agree (Low, Normal or High), shown only when more than one type of reviewer answered (for example self and manager).
   • Strengths and Areas to improve.
   • Suggested action plan for the employee: up to 3 suggested action items.
5. At the bottom, answer Was this helpful? to rate the insight.

Compare alignment across reviewees

1. Open the review and go to the Insights tab of the results.
2. In the participants table, check the Alignment column for each reviewee.

See your team's AI Summary (Team insights)

1. Open the review and go to Results > Team insights.
2. Choose a manager in the manager filter.
3. Read the AI Summary, the Suggested action items, and the average Performance and Alignment for that manager's team.
4. Alternatively, open a reviewee who manages people and go to the Team tab.

Export AI Insights

1. Export the review results to Excel from the review.
2. The export includes an Insights category (Performance summary, Performance score, Alignment summary, Alignment score, Strengths, Weaknesses, Action items) and a Team insights category (General summary, Average performance score, Average alignment score, Action items).

Rules and behavior

• If a reviewee still has pending required evaluations, then the panel shows AI Insights in progress.
• If the review finishes with some evaluations still pending, then Factorial generates AI Insights from the evaluations that were published.
• If the answers don't contain enough information, then the panel shows AI Insights unavailable.
• If a review was created before AI Insights were introduced, then the panel shows AI Insights unavailable for that review.
• If an evaluation is published again or removed, then the reviewee's AI Insights are regenerated.
• If a review is reopened, then the AI Insights of the reopened reviewees and their managers' Team insights are deleted and regenerated as evaluations are published again.
• If only one type of reviewer answered, then no Alignment is shown.
• Team insights are generated only when every person in the manager's team has AI Insights and every manager below them has Team insights.
• The average Performance and Alignment in Team insights are calculated by Factorial from the individual insights, not written by AI.
• AI Insights are written in the main language of the review questions and translated into your language when you read them.

Who can see AI Insights and Team insights

Limitations

• You can't edit AI Insights or Team insights.
• You can't regenerate AI Insights on demand.
• You can't turn AI Insights off for one review.
• AI Insights don't use goals, feedback, 1:1s or previous reviews, only the answers in that review.

Troubleshooting

• Symptom: "AI Insights in progress" for a long time. → Cause: Some required evaluations for that person are still unpublished. → Fix: Ask reviewers to submit, or finish the review to generate insights from what was published.
• Symptom: "AI Insights unavailable". → Cause: The answers had too little information, or the review predates the feature. → Fix: Encourage written answers in future reviews.
• Symptom: "Team insights is empty for a manager." → Cause: At least one person in that team, or a manager below, doesn't have insights yet. → Fix: Check the reviewees with AI Insights in progress.
• Symptom: "There's no Alignment card." → Cause: Only one type of reviewer answered. → Fix: This is expected.
• Symptom: "I can't see the Team insights tab." → Cause: You can only see personal results in this review. → Fix: Ask the review owner for access.

FAQ

1. Does AI decide the employee's score?

No. Scores come from the reviewers' ratings. AI Insights summarise the answers and add a Low/Normal/High level as a guide.

2. Is my data used to train AI models?

See One and AI FAQ: data access and privacy.

3. Why is the summary in another language?

AI Insights are written in the language of the review questions and translated when you read them. Small wording differences can appear.

4. Can One read AI Insights?

Yes. Ask One, for example, "Show me the manager insights for our finished reviews". One shows only insights you can see.