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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
Updated over 2 months ago

Control how AI features are used across your organization

Teamflect now offers a centralized Teamflect AI settings page under the Admin Center > Settings section, allowing admins to manage all AI-powered features from one place. This page helps ensure transparency, flexibility, and compliance with your organization's data policies.

🔐 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

AI settings are grouped under 4 main sections.

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

1. AI Writing Assistance

  • Enable the 'Enhance with AI' feature in reviews (to enhance open-ended answers)

  • Enable the 'Enhance with AI' feature in surveys (to enhance open-ended answers)

  • Enable the 'Enhance with AI' feature in feedback (to enhance open-ended answers)

  • ✨ Enhance with AI in Individual Development Plan (Only in Professional Plan) (to enhance open-ended answers)

  • ✨ Enhance with AI in Succession Plan (Only in Professional Plan) (to enhance open-ended answers)

2. AI-Generated Content

  • 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

  • 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

4. AI Chatbot (Coming soon)

Ask about employee performance reviews, goals, and more. Our AI Chatbot delivers accurate, real-time answers to help admins and managers analyze data and make faster, smarter decisions.


⚙️ 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.

  • 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.


🔄 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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