Add Data Sources to a Review Cycle

Zal.ai's AI-generated reviews are only as good as the data they're based on. This article explains how to add external data sources to a review cycle so the AI can generate more comprehensive and accurate performance appraisals.

The AI considers these data sources when generating reviews:

• Automatic: Submitted reviews (self, peer, upward) if the "Include in Manager Draft" setting was selected during cycle creation, Zal platform information (brag sheet entries, feedback)
• Manual uploads: Client emails, external reports, screenshots, PDFs, Word documents

1. From the left navigation, click Reviews.
2. Select My Team's Appraisals.
3. Click on an employee's name to open their appraisal.
4. Go to the Data Sources tab.
5. Click Add Entry.
6. Fill in the required fields:
   • About: The employee being reviewed
   • Author: Who created/provided the feedback (e.g., client, colleague)
7. Upload the file (PDF, Word doc, screenshot, etc.).
8. Click Save.

If you add a new data source after an AI draft has been generated:

• A notification will appear at the top of each review section
• Click the notification to regenerate that section with the new data
• Warning: Regenerating will overwrite any manual edits you've made to that section