How do I set up the AI manager review delivery guide in Leapsome?
The AI manager review delivery guide is enabled in 'Settings' 'Employees' 'Feature Access Matrix' 'AI features'. Once enabled for managers, Leapsome automatically generates a personalized preparation guide for each manager when their assessment is submitted. The guide includes a pre-meeting cheat sheet, a conversation script, and draft action items, all tailored to the specific employee and review content.
The guide helps managers feel confident and consistent when delivering performance feedback, reducing the risk of unclear or poorly framed conversations.
Table of Contents
- What is the AI manager review delivery guide?
- How to enable the AI manager review delivery guide
- What the guide includes
- How managers access the guide
- FAQ
What is the AI manager review delivery guide?
The AI manager review delivery guide is a personalized preparation document created automatically for managers once their review assessment is submitted. It translates the written review into a practical guide for the face-to-face feedback conversation.
The guide is tailored to the specific manager-employee pair and review cycle. It draws on the manager's own assessment, the employee's self-assessment, peer feedback, and available competency framework data to generate content that is relevant to that conversation, not generic advice.
The guide is only generated for review cycles that include a manager assessment. It is not available for cycles where only self or peer assessments are collected.
How to enable the AI manager review delivery guide
To enable the guide for managers in your organization:
- Go to 'Settings' 'Employees' 'Feature Access Matrix'
- Locate the 'AI features' section
- Enable 'review guide' for the relevant manager group
- Save your changes
Managers with this permission will automatically receive a guide for each review cycle in which they submit a manager assessment. No additional configuration is required per cycle.
Please note: The guide is not retroactively generated for assessments submitted before the feature was enabled. It is created at the moment of assessment submission for the first time.
What the guide includes
The guide is organized into two main parts: a pre-meeting cheat sheet and a conversation script.
Pre-meeting cheat sheet
The cheat sheet gives the manager a quick overview before the review meeting:
- Tone summary: A brief description of the overall tone of the review, for example whether it is a positive, corrective, or mixed conversation, and the main theme to focus on.
- Alignment check: If the employee completed a self-assessment, the guide shows whether the manager and employee were broadly aligned or whether there are notable rating gaps on specific competencies or questions. This helps the manager prepare for any areas of disagreement.
- Key talking points: The top strength to reinforce, the main growth area to address, and a concrete example from the review to cite during the conversation.
Conversation script
The script guides the manager through the full review meeting:
- Opening: A suggested way to open the conversation that sets a constructive, two-way tone. Adapted based on context, such as whether it is the employee's first review.
- Strengths discussion: The top two or three highlights from the review with suggested talking points and a question to invite the employee's own reflection.
- Development areas: A suggested transition from strengths to growth topics, with specific talking points drawn from the manager's written feedback. The script also includes suggested responses for common situations, such as when the employee disagrees or goes quiet.
- Active listening prompts: Short, practical phrases the manager can use during the conversation to keep the dialogue open and constructive.
- Draft action items: One to three suggested action items generated from the growth areas identified in the review, each with a suggested focus, behavior to develop, success indicator, and timeline. Managers are expected to refine these together with the employee during the meeting, not read them out directly.
- Closing script: A suggested closing that recaps the key wins, the main growth theme, and the agreed next steps.
Where peer feedback is included in the review cycle, the guide incorporates a peer feedback summary and uses specific quotes from peers to support the talking points. Peer feedback is treated as supporting context and is clearly distinguished from the manager's own assessment.
How managers access the conversation guide
The guide appears on top of the review assessment once the manager's assessment has been submitted.
Managers can:
- Open the guide in full screen for easy reading before or during the review meeting
- Download it as a PDF to keep a local copy
- Regenerate it to reflect any updates made after the initial submission (for example, if the self-assessment was resubmitted)
The guide shows a timestamp indicating when it was last generated. If the manager or employee has resubmitted their assessment since the last generation, the regenerate option is highlighted to prompt an update.
The guide is only accessible to the manager for that review. It cannot be viewed by the employee being reviewed.
FAQ
1. Is the guide generated automatically or does the manager need to trigger it?
The guide is generated automatically when the manager submits their assessment. Managers do not need to take any action to generate the first version. They can trigger a regeneration manually if the review content changes after initial submission.
2. Can the guide be generated if there is no self-assessment?
Yes. The guide is generated whenever a manager assessment is submitted. If no self-assessment exists, the alignment section of the cheat sheet is omitted. All other sections are still generated based on the manager's assessment, peer feedback (if available), and employee metadata.
3. Does the guide replace the need for managers to prepare for the review conversation?
No. The guide is a starting point, not a script to follow verbatim. Managers should read it before the meeting, adapt the talking points to the specific relationship and context, and expect to refine the draft action items together with the employee during the conversation.
4. Is the guide visible to the employee being reviewed?
No. The guide is only accessible to the manager. Employees cannot view it at any point.
5. What data does the guide draw on?
The guide uses the manager's assessment, the employee's self-assessment (if completed), peer feedback summaries and quotes (if peer reviews are part of the cycle), the competency framework linked to the cycle (if applicable), and basic employee and manager profile information such as tenure. It does not use data from outside the active review cycle, other than the competency framework.
6. Can the guide be disabled for specific review cycles?
The guide is controlled at the Feature Access Matrix level, not at the individual cycle level. If the feature is enabled for a manager group, guides are generated for all cycles in which those managers submit an assessment. To prevent guide generation for a specific group, remove their access in the Feature Access Matrix before the cycle begins.