Taking Action with Performance Insights

Laudio’s Performance Insights not only organizes data for reviews but also gives leaders the ability to act on that information in real time. From tagging activities to generating smart summaries, these tools help leaders prepare for annual reviews and support ongoing team development.

Key Benefits:

Tag notes and emails in real time so they are captured in Performance Insights for future reviews.
Link key achievements and challenges to performance categories, making it easier to act on important themes.
Export or summarize insights for smooth integration into HR performance reviews or ongoing check-ins.

Ways to Take Action

Use the Performance Insights Widget

See categorized activity counts at a glance.
Hover over graphs for breakdowns.
Click a category row to view details and access related actions.

View Performance Detail Slideouts

Access a chronological, categorized view of a team member’s performance data.
Add new notes, send an InForm, or document a round directly from the slideout.

Generate Summaries

Summarize categorized activities by performance category.
Copy, edit, or regenerate summaries before using them for annual reviews.

Export Data

Export categorized activity by date, team member, or tag.
Use the export for HR files, annual reviews, or compliance reporting.

FAQs

Q: Do I need to manually tag everything?
A: No. Laudio’s AI will suggest categories for most notes and emails, but you can always add or adjust them manually.

Q: Where do exports go?
A: Exports download as Excel or CSV files and can be saved locally or shared with HR teams.