AI-composed dashboards

From the same page as the templates (Home), you can describe the dashboard you want in plain text — for example “show me the pay gap and OKR progress” — and let AI put a dashboard together for you. The same field is also available on the HR Metric page (Organization menu) and on the Analytics page’s “AI” tab, for quick access without going to Home first — it’s the exact same feature and the same building blocks, just available in more places. This is a separate, optional feature that can be turned on or off for your organization independently of the templates. It’s available to admins and managers (a manager always only sees their own part of the organization).

What the AI actually does — and doesn’t do. The AI NEVER sees raw data (salaries, individual survey answers, or similar) and never runs its own search or filter against the database. It only selects and combines from a fixed set of predefined building blocks (the same widgets the templates above use — pay-gap overview, DEI & engagement, attrition-risk signal, OKR progress). Every suggestion the AI makes is then checked by ordinary, reviewable code before anything is shown: a made-up or not-allowed choice (for example a department you don’t have access to) is dropped entirely — it is never “corrected” or widened to something “close enough”. If the AI can’t find anything matching your request, you’ll see a clear message about that, never a guess.

The pay-gap overview needs the same permission as the salary-mapping Overview. That widget shows pay figures, so it is only offered, saved and shown to someone with read access to the salary-mapping Overview page (the “Dashboard” permission) — admins, or a custom role that itself grants it. Survey access alone is not enough. The widget always covers exactly the employees the role’s own Overview shows: if the role has a limited access area only that part of the organization is shown, and an older custom role saved before access areas existed (no area chosen) sees only itself and its own salary band — never the whole organization. Pick the “All” access area in the role editor to give the role the whole organization.

The anonymity protection applies exactly as usual. Every widget the AI selects shows exactly the same hidden/redacted cells as if you had opened the view directly — a department below the anonymity threshold is shown as hidden, it’s never silently left out (silently leaving it out could itself reveal that something exists there, which is exactly what the protection is meant to prevent).

Your dashboard is saved — but the data is always recalculated. What the AI chose (which widgets, with which filters) is saved so you can come back to the same dashboard later. The actual NUMBERS are never cached — every time the dashboard is viewed, the data is fetched and calculated fresh, using YOUR OWN access rights at that moment. If one manager saves a dashboard and a different manager (covering a different part of the organization) later opens that same saved dashboard, the second manager’s own access rights always apply — never the original manager’s. Your saved dashboards are listed in the Your saved dashboards card, directly beneath the AI field, labelled with the question you typed — click Open to render an earlier one again.

One single AI field on the Analytics page’s “AI” tab. There you’ll find ONE chat box that can do two different things, depending on what you type: build a dashboard (as above), or answer questions about what data you have. The AI decides on its own, from your text, which of the two it should do — you don’t need to pick a mode. The question-answering part (“which KPIs can I get?”) is a separate, optional feature (off by default) that NEVER runs its own search or sees raw data — it answers entirely based on a pre-computed report of what data your organization has recorded (the same report the “Data readiness” card shows, see below). If your organization only has ONE of the two capabilities turned on, only that one’s field is shown, with no choice to make.

The “Data readiness” card (a separate feature, independent of the two above) shows, with no AI involved, a list of ALL four available widgets — including the ones that are NOT ready — with a clear status per widget (Ready/Partial/Unavailable) and, where it can be determined, exactly which fields or data are missing to unlock it. This is a plain, deterministic card (no model involved), giving the same information the question field above uses as the basis for its answers.