Step 1 - In the reports area, you can select any report to be analysed with AMI by selecting a report category from the reports main screen.
Step 2 - Once in the chosen report category, you will see a 3-dot menu next to any existing report. Click this and select the option 'Analyse with AMI' to open start an AI analysis conversation for this report.
Step 3 - When the AMI analysis window opens for the first time, AMI will do a basic analysis of the data within the report automatically. This will be a general summary of the data and some suggestions for insights you can choose to investigate further.
You can now also start to type your own prompts into the text box along the bottom to provide instructions of what you would like AMI to do with this data.
Step 4 - Type your prompt for analysis into the text box at the bottom, if you know what insight you are wanting, simply type the instruction in here to AMI the same as if you were asking a person.
You can always look at the suggestions from the basic analysis for ideas if you don't have your own instructions ready to go.
General things you can ask AMI to do with your data;
Create table's presenting the data in various ways e.g. sum totals and averages. (table of average FTE per department/table of total LOS per department)
Create charts from the data. (Bar chart of Head count by contract type, Pie chart of Nationality diversity)
Identify trends in the data. (Most common/frequent absence reasons, people exceeding absence triggers, time worked against schedules)
Identify anomalies with the data. (Missing data for compliance, Attendance records that fall outside of schedules, people with no/minimal leave events)
In the example below, you can see the prompt typed in the top right 'Create a table that shows average FTE by department'
Followed by the response from AMI where the table was then created to the given specification.
You can continue to build on your instructions to analyse this data further. In this example, I have asked for AMI to then convert this data table into a pie chart to make it more visually engaging.
Saving the Analysis Prompt
Now that AMI has done the analysis I would like it to continue to do every time, we can now get AMI to give us the code used so that we can save it against the report as the automatic prompt to do every time we ask for analysis in the future.
This is not a required step, but this is worth doing if you don't want to type the series of prompts from the very beginning each time, and saving the prompt from the code guarantees it will deliver in this exact way 100% of the time.
Simply type in the text box 'Show me the code used'.
You will then see the code snippet block highlights in blue once it is completed.
You can use the 'Copy' icon at the bottom to auto-select the full block of code (this helps avoid errors when trying to highlight with a cursor).
Now you have copied this code snippet, you can click out of the AMI browser window and back to the Sense HR reports screen.
Click on the 3-dot menu of the report and select 'Edit'.
When the report opens for editing, the field selection side menu will open automatically, click the x in the top right to close it.
Once the side menu is closed, you can then see and click the 'Next' button in top right corner.
In the final screen you will see a field labelled 'AMI Prompt for Analysis'. You can either type in the text prompt you want AMI to run each time you select 'Analyse with AMI' on this report which will save you having to type the same text instructions each time.
Additionally you can also put the code snippet in here with the instruction 'Run the code' for the more advanced things you want AMI to produce constantly such as tables and charts that are manipulating/calculating the data in a variety of ways.
If you know you are wanting the results of the analysis to be exported every time, you can add to your instructions in here, things such as - Produce an excel file for download, produce as an image to download (for charts).
Here is the example where the prompt is simply 'run the code'.
The result is, immediately upon selecting 'Analyse with AMI' on this report, it produces the following chart.
Here is the example where the prompt is 'run the code and provide as an image to download'.
The result is the analysis immediately provides me the image file to click and download to my desktop.
Other prompts include;
Create an excel file
Produce a PDF
Embed into a hyperlink