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Managing AI Settings in Teamflect

Easily manage and control AI-powered features in Teamflect with centralized admin settings and permissions.

Written by Denzel

Control how AI features are used across your organization

Admins can control which AI features are available in Teamflect. You can turn off all AI features or manage them individually.

Where to Find AI Settings

  1. Sign in to the Teamflect Admin Center.

  2. Open Settings → Teamflect AI.

  3. Use the master toggle to enable or disable all AI features, or change individual settings below it.

The page has 3 main sections:

  1. AI Writing Assistance

  2. AI-Generated Content

  3. AI Summaries

Some features are available only on the Professional plan. These are marked with a crown icon.

Access Permissions

Not all users have access to the Teamflect AI settings page. Here’s who can access and modify it:

Role

Page Access

Master Toggle

Feature Toggles

Global Admin

✅

✅

✅

Scoped Admin (with Org Setting permission)

✅

❌

✅

Configuration Editor

✅

❌

✅

Report Reader

❌

❌

❌


🧠 What’s on the Teamflect AI Settings Page?

📜 AI Policy

At the top of the page, you’ll find a short explanation about Teamflect’s responsible use of AI, along with a link to our full AI Policy.

"At Teamflect, we leverage advanced AI technologies to enhance your HR processes, from personalized feedback to tailored development plans. Our AI algorithms are designed to be transparent and ethical, ensuring they align with our AI policy, which prioritizes user privacy and data security."


🧩 AI Settings Overview

The AI settings page has 3 main sections.

✨ Features marked with a crown icon are only available in the Professional plan.

Professional Plan features can be trialed for 30 days, free of charge. New users automatically start with a 30-day Professional Plan trial and will be downgraded to the Starter Plan once the trial ends. Click here to learn how to start a trial.

1. AI Writing Assistance

These settings control the Enhance with AI option, which helps users improve text they write in Teamflect.

Setting

What it does and who uses it

When OFF

Reviews

Helps employees and managers improve written review answers.

The Enhance with AI option is unavailable for the affected users.

Surveys

Helps survey respondents improve their written answers.

Respondents must write or edit their answers without AI assistance.

Feedback

Helps users improve written feedback before submitting it.

The Enhance with AI option is unavailable.

Individual Development Plan (Professional plan)

Helps users improve written content in development plans.

AI writing assistance is unavailable in this feature.

Succession Plan (Professional plan)

Helps users improve written content in succession plans.

AI writing assistance is unavailable in this feature.

Example: A manager can use Enhance with AI to make feedback clearer before submitting it.

For review responses, access may also depend on the separate AI permissions configured in the Reviews module. These can determine whether the reviewer, reviewee, or both can use AI assistance.

2. AI-Generated Content

These settings control whether Teamflect can generate new content for users.

Setting

What it does and who uses it

If Disabled

Goal descriptions

Helps users who create goals draft a goal description.

Users write descriptions manually.

Role information

Helps users create role information in the Career module.

Users enter role information manually.

Competency information

Helps users create competency descriptions in the Career module.

Users enter competency information manually.

Goals for the upcoming review period

Helps users generate suggested goals during the review process.

AI-generated goal suggestions are unavailable.

Example: An employee creating a goal can use AI to draft a description and then edit it before saving.

Turning off an AI content setting does not prevent users from creating or editing the related content manually.

  • Enable AI-generated goal description
    ​

  • Enable AI-generated role information (in the Career module)
    ​

  • Enable AI-generated competency information (in the Career module)
    ​

  • Enable AI-generated Goals for the upcoming period in reviews
    ​

3. AI Summaries

These settings control AI-generated summaries, reports, and insights from information already available in Teamflect.

Setting

What it does and who uses it

When OFF

Profile summaries

Generates a summary of employee profile information for users with access to that information.

AI-generated profile summaries are unavailable.

360-degree feedback summaries

Summarizes collected 360-degree feedback for authorized review participants.

AI analysis is unavailable for the affected feedback cycle.

Feedback summaries

Summarizes feedback entries for users who have access to the feedback.

The Summarize with AI option is unavailable.

Survey reports and summaries

Helps authorized users summarize survey responses and identify common themes.

AI-generated survey reports and summaries are unavailable.

Review insights

Generates AI insights from review information for authorized review participants.

AI-generated review insights are unavailable.

  • Enable AI-generated profile summaries
    ​

  • Enable AI-generated summaries in 360-degree feedback templates
    ​

  • Enable AI summary in feedback
    ​

  • Enable AI-generated reports and summaries in surveys
    ​

  • Enable AI-generated insights in reviews
    ​


⚙️ How the Master AI Toggle Works

At the top of the page is a Master AI toggle that enables or disables all AI features across your organization.

When the master toggle is ON

Individual AI settings can be enabled or disabled separately. Users can access features that are enabled and available to them.

If Disabled:

  • All sub-settings will become inactive (and set to off visually).

  • Existing preferences will be remembered and restored if the toggle is re-enabled.

  • A tooltip will appear on related toggles within the related sections and modules.

"This feature has been disabled by your organization in the Teamflect AI settings page."
​

  • Confirmation Modal:
    Disabling the master toggle prompts an approval dialog. The change only applies if confirmed.

When Should You Turn a Feature Off?

You may want to disable a specific AI feature when:

  • Your organization requires review responses to be written without AI assistance.

  • Employees should write their own goal descriptions.

  • AI summaries are not permitted for a particular process.

  • Your organization wants to limit AI use to selected workflows.

You can leave other AI features enabled if they are still needed.


🔄 Synchronization Logic

  • When sub-settings are toggled off, they disable corresponding AI features in the module and templates.

  • Some settings on the AI Settings page (e.g., AI-generated 9-box suggestions in Reviews) are not synced with the settings within templates. Turning them off in the AI page locks the feature in templates until re-enabled from the AI settings page.


🧠 HR Use Cases

Here’s how HR teams benefit from controlling AI features:

  1. Data Security & Compliance
    Disable AI features due to strict privacy requirements.

  2. Tailored Employee Development
    Enable AI-generated development goals in IDPs to support customized career planning.

  3. Review Quality & Scalability
    Use AI-generated question sets and summaries to scale performance reviews across large teams efficiently.

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