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AI agent for diversity and inclusion managers

Workforce Representation Report Agent

An accurate, privacy-safe representation report with trends

ReportingHuman resources
See how it worksGet access
Workforce Representation Report Agent: what goes in, what the agent does and what you get

What it does

Leadership and regulators ask for workforce representation by level, department and group, and the numbers must be right and private. At quarter end, this agent pulls headcount, hires, promotions and exits from the HR system and checks the data for gaps and inconsistencies, such as missing job levels. If data fails, it lists records for HR to fix and pulls again. It builds representation tables and trends, suppressing any group under 5 to protect privacy. It compares results with the last period and with labor market availability data. The manager approves the report before it goes anywhere. Edge case: employees who did not self-identify are reported as 'not disclosed' and never guessed from names or photos.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN Quarter ends 2 USES A TOOL Pull headcount, hires, promotions and exits 3 DOES Check data for gaps and inconsistencies 4 CHECKS THE RESULT Is data complete and consistent? If not: list records for HR to fix and pull again. Backto step 2. 5 USES A TOOL Build tables and trends with suppression 6 DOES Compare with last period and market availability 7 YOU APPROVE Manager approves report 8 RESULT Representation report
Read the steps as a list
  1. Quarter ends
  2. Pull headcount, hires, promotions and exits
  3. Check data for gaps and inconsistencies
  4. Is data complete and consistent?If not: list records for HR to fix and pull again. Back to step 2.
  5. Build tables and trends with suppression
  6. Compare with last period and market availability
  7. Manager approves reportThe agent waits here for your OK.
  8. Representation report

How it decides

Groups under 5 people are suppressed. Missing data is reported as not disclosed.

  • Suppress groups under 5
  • Never infer demographics
  • Compare with availability data

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Suppression threshold
  • Groups and levels
  • Availability data source
  • Report format

What keeps you in control

It always asks you first

  • Manager approves before sharing

Hard limits

  • Never guesses demographics
  • Never shares individual data

It stops when

  • Done: report approved
  • Stop: HR data not available

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensThe Q3 pull showed 14 employees with a missing job level, so the data check failed and HR fixed the records by Oct 8. The rebuilt report showed women at 41% of staff but 22% of directors, against 35% availability. One group with 3 directors was suppressed. The HR manager approved the report for the leadership meeting.

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