Performance Insights: Overview

Performance Insights is a feature that provides frontline leaders with a real-time, dynamic view of team member performance. It helps reduce the time required to prepare for performance conversations and reviews while improving the quality of feedback and coaching.

Using data already captured in Laudio (such as notes, emails, and Time & Attendance) along with AI-powered categorization and summarization, Laudio create summaries that leaders can use for reviews or regular check-ins. It’s designed to support continuous performance conversations in additional to annual performance reviews.

Key Benefits

  • Saves substantial time for leaders preparing for both formal reviews and regular team member touchpoints, delivering robust insights and AI-assisted summaries. 
  • Enhances quality of performance feedback and coaching, informing employee reviews and discussions with dynamic insights from multiple sources.
  • Drives continuous performance management, giving leaders real-time visibility into team member performance in the specific areas that matter most to your organization.

Where to Find Performance Insights

Performance Insights is being rolled out gradually to ensure each organization’s performance categories are properly aligned and configured. For Beta clients with the feature enabled, it appears on the Overview tab of a team member’s profile, shown in its own dedicated tile (see below).

How to Get the Most Out of Performance Insights

  1. Tag Important Notes and Emails
    When writing a note or email, you can add performance categories. This helps make sure key feedback and actions are organized and show up in summaries and reports.
  2. Review AI Suggestions
    Laudio’s AI suggests categories based on what’s written in notes and emails. These suggestions can be reviewed and changed if needed to keep things accurate and useful.
  3. Use It Regularly
    Use Performance Insights during check-ins, coaching, or when preparing for reviews. The data updates on its own, so there’s no need to track things manually. You can also generate a summary for each category—then copy it into your HR system or adjust the wording as needed. It saves time and keeps feedback tied to real examples.

FAQs

What kind of data does Performance Insights use?

  • Notes and emails

  • InForm responses

  • Time & Attendance data

  • Peer feedback, if entered as a note or email
    More data types will be added as integrations grow.

Where does the data come from?
All data comes from Laudio. Additional integrations (like learning systems and recognition tools) will expand what’s available in Performance Insights over time.

Can performance categories be customized by role or department?
No. Right now, categories are set at the health system level and apply across all roles.

Does this replace performance reviews in our HR system?
No. This tool supports the review process - it doesn’t replace it. Leaders can use the insights and summaries from Laudio to make writing reviews faster and more accurate.

Why don’t all notes or emails have AI-suggested categories?
AI suggestions only appear when the content clearly relates to performance. Some messages may not have enough context to be categorized.

Can I edit or remove an AI-suggested category?
Yes. You can change or remove a suggestion anytime by going into the detail view.

When will Performance Insights be available?
As of July 2025, the feature is in a limited pilot. A larger beta will follow, with general availability planned for Q4 2025. Organizations must define their performance categories with the Laudio team before the feature can be activated.

How do we get started?
Reach out to your Laudio representative. They’ll help your organization define performance categories and enable the feature.


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