Performance Cycle Summaries - AI

Understand how Worknice protects employee privacy when generating AI summaries from performance reviews.

Before You Get Started

What the AI Summary Shows

The AI summary provides a high-level view of the review cycle, including key themes and suggested next steps.

A summary may include:

Strengths and Highlights

This section identifies positive patterns across the review cycle.

For example, it may highlight:

• Strong performance themes

• Teams or individuals repeatedly recognised in feedback

• High-scoring areas across review responses

• Positive manager or employee sentiment

• Areas where employees are showing consistent capability or growth

Risks and Concerns

This section surfaces issues or gaps that may need attention.

For example, it may highlight:

• Missing self reviews or manager reviews

• Differences between self-review and manager feedback

• Low-scoring themes or recurring concerns

• Employees who may need additional follow-up

• Signals around workload, confidence, capability, or support needs

Suggested Action Items

This section provides practical next steps based on the review data.

For example, it may suggest:

• Following up with missing reviews

• Checking in with managers or employees

• Reviewing specific areas of concern

• Investigating recurring themes

• Planning follow-up conversations or development actions

Review Count and Generation Details

The summary also shows how many reviews were included and when the summary was generated.

For example:

Generated from 17 reviews on 21 Jul, 2026 at 4:28pm

This helps admins understand the source and timing of the summary.

No Names or Profiles Are Shared with AI

No employee names or personal profiles are shared with the AI.

Before anything is sent for summarisation, every person in the review cycle is replaced with an anonymous token. Real names are only added back inside Worknice when an authorised admin views the summary.

This means the AI does not receive identifiable employee profiles.

Aggregated, Not Raw Review Content

The AI does not receive full review documents.

Before generating a summary, Worknice first distils review responses into:

• Statistics

• Rating distributions

• Common themes

• Short anonymised excerpts

The only review text the AI may see is short, anonymised excerpts that help illustrate themes raised by multiple people.

Small Groups Are Protected

Worknice does not generate AI summaries for small review groups where feedback could be easier to identify.

To protect anonymity:

• No summary is generated for review cycles with fewer than four people being reviewed

• A theme is only surfaced if it appears in at least three separate responses

This helps ensure review feedback cannot be traced back to an individual.

Review Content Cannot Steer the AI

Review responses are kept separate from the AI’s instructions.

This means nothing written inside a performance review can change how the AI behaves, what instructions it follows, or how the summary is generated.

Every Summary Is Automatically Checked

Before an AI performance review summary is shown in Worknice, it is automatically screened for:

• Names

• Sensitive language

• Discriminatory language

• Unsafe or inappropriate content

If any check fails, the summary is blocked.

We would rather show no summary than show one that is not safe.

Who Can View AI Review Summaries

AI performance review summaries are only visible to authorised admins in your organisation, such as:

• Account Owners

Summaries are only available after the review cycle has been completed.

Your Data Stays Yours

Worknice uses Anthropic Claude to generate AI performance review summaries, with processing in the United States.

Your data is not used to train AI models.

You're All Done!

AI Performance Review Summaries help admins identify themes and trends across review cycles while protecting individual privacy and keeping review data secure.

If you have any questions, please reach out to help@worknice.com or through the help section within Worknice.