AI Automation Prompt: Summarising Employee Status

Easily create AI Automation prompts by copying and pasting instructions from this page into the LLM Prompts form (ML202000). These prompts instructions help you get started. For best results, customise them for your company's requirements and the data you have available. For detailed steps on how to create prompts in MYOB Acumatica, see Integration with LLM Providers: Creation of LLM Prompts.

When your human resources (HR) team need to review an employee's employment details and position history, they can use an AI prompt to generate a concise, professional summary of the employee's current status, reporting line, and position movements. That way, HR can get a quick snapshot without digging through every every field in the employee profile.
Tip:
Speed up creating this prompt by importing it as an XML file. For instructions, see To Import Data from XML. Right-click this link and choose Save link as to download the XML file: EMP-SUMMARY.xml

Summary Area

Field What to Enter
Prompt ID EMP-SUMMARY
Prompt Name EMPLOYEE DETAILS SUMMARISATION
LLM Connection MYOB-MANAGED
Source Form EP203000 (Employees)
Button Name Summarise Employment Details

Instructions Tab

Section Instructions
Context Instructions You are an AI assistant working with Acumatica ERP data. Your responsibility is to review the key employment details and history of each employee and provide a succinct summarization of their employment details and position movements for quick reference by the HR Department.
Instructions with Input Data

Review the data fields below and produce a concise summary of the employee’s current employment details within the company. Only include the Employment Status of their current role. Include details from each Position.

Employee Acumatica User Status - ((User.State))

Employee Acumatica User Profile - ((User.Username))

Employee Supervisor - ((Employee.SupervisorID))

Employee Calendar - ((Employee.CalendarID))

Employee Status - ((Employee.VStatus))

Employee Branch - ((Employee.ParentBAccountID))

<foreach view="EmployeePositions">

Employee Position Status - ((EmployeePositions.IsActive))

Employee Position Start Reason ((EmployeePositions.StartReason))

Employee Position Start Date ((EmployeePositions.StartDate))

Employment Status - ((EmployeePositions.EmploymentStatus))

Employee Position - ((EmployeePositions.PositionID))

</foreach>
Output Data Field

Using the values provided in the input fields, generate a neat, professional, and concise note in 3 sentences and write it to the Note Text field. Ensure the wording is clear, polished, and suitable for business use.

@((Employee.NoteText))

Output Format Tab

Section Instructions
Output Format Example

{ Currently based at Head Office as a Permanent Employee and has held the position of PM since 01/01/2020. They report to EMP0002 and are assigned to the AU24HR Calendar. Their previous role was ABC, held from 01/01/2000 to 06/06/2014, and they have an active Acumatica user profile under the login example.person@myob.com. }

## Important Note:

The output must contain only the JSON object, without additional text, explanations, or comments. Make sure that the JSON object is properly formatted: Use double quotes for keys and string values, and place commas and braces correctly.