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 AI summaries, these tools help leaders prepare for annual reviews and support ongoing team development.

Key Benefits:

Stay proactive: Tag notes and emails as they happen so they’re captured for future reviews.
Save time: Use AI-suggested categories and summaries to reduce prep work by up to 50%.
Improve accuracy: Ensure critical achievements and challenges are consistently tied to performance themes.
Enhance reviews: Export or summarize data for easy integration into your HR performance review process.

Ways to Take Action

Tag Activities

Manually add performance categories to notes, emails, or form responses.
Highlight important events or issues so they are surfaced in reviews.

Verify AI Suggestions

Review categories suggested by Laudio’s AI.
Accept or reject them to refine accuracy and keep data organized.

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 AI 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.