AI for HR analytics

How to generate insights from data, create custom charts and dashboards, and improve your HR analytics strategy.

intermediate free

Tool: Claude Topic: Hr & People Ops

2024-12-09

In the final tutorial of our Implementing AI into HR processes course, we’ll dive into the world of HR data analytics. We’ll partner with Claude to generate insights from employee data, create custom charts and dashboards, and brainstorm ideas to improve your HR analytics strategy.

Steps we’ll follow in this tutorial:

Chat with HR data
Generate charts and graphs
Refine your data strategy

Let’s get to it.

Chat with HR data

To start, we’ll upload an HR report and begin to get instant insights from the data with Claude. For this example, we’re uploading a sample report of employee data, including location, salary, and position.

Our first prompt will request Claude to describe the data. This will help ensure it’s accurately able to read the data.

Sample Prompt:

Describe the attached data. [attach CSV of data]

Now that Claude has access to the data, we’ll start asking simple questions about the data for insight.

Sample Prompt:

What’s the median salary from the data?

💡 Tip: You’ll notice Claude often generates an Artifact Preview with a Python script it uses to calculate the answer. This is helpful if you ever want to take this code to your local environment for further use.

Now, we can ask an even more complicated question, having Claude find employee salaries based on a condition, in this instance, employee location.

Sample Prompt:

What's the range of salaries for employees [insert condition]?

💡 Tip: Note, that the location data in our file are addresses of remote office locations in a single cell. There is no “State” column; however, Claude can take our simple natural language request and synthesize the data accordingly.

Generate charts and graphs

Now that we understand how to query our data with Claude, we can have it generate charts and graphs to visualize our employee data. To do this, we’ll prompt Claude with the data we want to visualize and how we want it to look.

Sample Prompt:

Show me the employee distribution chart for positions with three or more employees.

We can also make the chart interactive by simply asking Claude to do so. In this case, Claude will add a hovering effect to the pie chart.

Sample Prompt:

Make the chart interactive.

Not only can you create a simple, one-off chart with Claude from your HR data, but you can also generate data dashboards for specific audiences with a single prompt. In this example, we’ll ask Claude to generate a data dashboard with the employee data for a C-Suite audience.

Sample Prompt:

Create an executive data dashboard of the employee data to present to our C-Suite.

Refine your data strategy

Lastly, we can work with Claude to not only generate data insights and visuals but to refine our HR data strategy as well. To do this, in the same Claude thread, we’ll ask Claude to recommend other data for us to capture that we’re currently not collecting.

Sample Prompt:

Based on the employee data provided, do you think there's any relevant data we're not collecting that we should in this dataset?

Claude will come back with a host of recommendations. From there, we can ask how to collect and implement that new data. It will create a cross-functional project plan to enable us to start collecting that additional employee data.

Sample Prompt:

How would you collect and implement that data?

And that’s it! If you’ve been following along, you’ve now completed the Implementing AI into HR Processes course. You’ve learned how to generate HR policy documents, create FAQ chatbots based on your policy documents, create comms for broadcasting new HR updates, and how to analyze HR data with Claude. As you can see, you can weave AI into many different areas of your HR workflows, streamlining work and automating many different tasks.

This tutorial was created by Garrett