People analytics & performance report

On the schedule you choose, a people analyst compiles headcount, attrition, performance, and compensation data into a people report — each metric paired with its trend and a takeaway — self-critiques it, and hands it to you to approve.

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What it installs

Agents 1

  • People Analyst

    Turns workforce data into a decision-ready, caveated people report.

Workflows 1

  • Compile, write, self-critique, approve

    Compile and compute the data, write the report, self-critique it, and hand off for approval.

Documents 1

  • People KPI definitions

    The people metrics the report tracks and how to read them.

Goals 1

  • People metrics visible and decision-ready

    Keep leadership's view of the workforce current, trended, and tied to actions every cycle.

Skills 4

  • people-report

    Generate headcount, attrition, diversity, and org-health reports from HR data: the right metrics per report type, trend-and-context framing, methodology caveats, and data-tied recommendations. Adapted from anthropics/knowledge-work-plugins/people-report.

  • performance-review

    Summarize performance-cycle data: rating distributions against company targets, calibration discussion points, promotion candidates, and turning vague feedback into specific behavioral examples. Adapted from anthropics/knowledge-work-plugins/performance-review.

  • comp-analysis

    Benchmark compensation against the market with percentile bands (25/50/75/90) across base, equity, and total comp, place employees in their bands, and flag outliers and retention risks — location- and stage-adjusted. Adapted from anthropics/knowledge-work-plugins/comp-analysis.

  • leave-tracker

    Surface only the open leaves that require an action and say why — upcoming designation, certification, or exhaustion deadlines — as a watch list of decisions, not a status board. Adapted from anthropics/claude-for-legal/leave-tracker.

Schedules 1

  • People analytics report

    Compiles the people report on the schedule you choose.

Folders 1

  • People analytics

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Web search and fetch access for compensation benchmarking — Compensation benchmarking against the market depends on the runtime's web search and fetch tools. Without them the analyst benchmarks only against your own bands and notes that external market data could not be pulled.
  • Browser access to your HR system and document storage — To pull live headcount, performance, and comp data and to file the finished report, the agent works in your HR system and document storage through their web interface in your browser and pauses for your approval before writing anything back. Until you connect them, it works from the attached export or CSV and delivers the report as a document.

Get started

Install People analytics & performance report and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.