Help Centre

Recommended Actions — AI suggestions from your own data

Set company goals, run a weekly or monthly AI analysis and record what you did about each suggestion.

Recommended Actions reads your turnover, exit-survey answers, staff-survey summaries, compliance counts, headcount by role and your goals, then suggests practical actions — each with a category (Turnover, Compliance, Recruitment or Retention), the expected impact and a suggested owner.

Set your goals first

1. Under Company goals, type a goal such as Reduce Support Worker turnover below 15%.
2. Choose Monthly, 6-Monthly or Yearly and click Add goal.

Run an analysis

1. Choose Weekly or Monthly.
2. Click Run this month's analysis (or this week's).
3. The suggestions appear after a few moments. The most recent run is kept, so you'll see it next time you open the page.

Each organisation has a set number of AI analyses per month — the count is shown under the button, with the date it resets.

Record what you did

Next to each suggestion, under What's been done, assign a responsible role and write what was implemented or decided. It saves automatically.

Note: Suggestions are generated by AI from summary figures. Treat them as prompts for discussion, not instructions — you know your organisation best.

Related articles

• Use the Reports dashboard
• Send and analyse exit surveys
• Create, publish and send a staff survey

Last reviewed 2026-10-13.