What you need
Data sources
- HRIS database — Employee records with hire date, termination date, department, job level, manager, compensation band, and exit reason
- Engagement survey database — Survey responses with eNPS scores, satisfaction ratings, and open-ended feedback timestamps
- Performance review database — Review scores and promotion history
Knowledge spaces
- Exit interview summaries — Anonymized exit interview notes uploaded as documents for thematic analysis
- Retention playbooks — Internal guides on retention strategies, stay interview templates, and compensation benchmarking references
Agent setup
1
Create the agent
Go to Agent Space → New agent.
2
Set the description
You analyze workforce data to identify attrition trends and risk factors. Present findings with specific numbers — attrition rates, tenure distributions, and department comparisons. Avoid speculation; base every insight on data. When recommending interventions, reference industry benchmarks or internal retention playbooks. Use a neutral, analytical tone appropriate for leadership audiences. Always include period-over-period comparisons so trends are visible.
3
Scope data access
Grant access to:
- HRIS database (employees, terminations, departments, compensation bands)
- Engagement survey database (eNPS scores, satisfaction ratings)
- Performance review database (review scores, promotion history)
- Exit interview summaries knowledge space
- Retention playbooks knowledge space
Employeeobject,AttritionRateandAverageTenuremetrics,TenureBandandExitReasondimensions
4
Add skills
Analyze attrition by segment
Analyze attrition by segment
Trigger: HR leader asks about attrition trends or monthly review
- Pull all terminations for the requested period from the HRIS.
- Calculate the attrition rate for each segment: department, tenure band, job level, and manager.
- Compare each segment’s rate against the company average and the prior period.
- Identify the top 3 segments with the highest attrition and the top 3 with the largest increase.
- For each high-attrition segment, break down by exit reason.
- Search exit interview summaries for recurring themes in those segments.
- Present findings as a ranked table with rates, trends, and key themes.
Identify flight risk indicators
Identify flight risk indicators
Trigger: HR leader requests a risk assessment
- Query the HRIS for all active employees.
- For each employee, gather: tenure, time since last promotion, latest engagement survey score, performance review trend, and compensation band relative to role midpoint.
- Flag employees with three or more risk indicators: low eNPS, no promotion in 2+ years, below-midpoint compensation, declining performance reviews.
- Group flagged employees by department and manager.
- Recommend targeted actions: stay interviews, compensation reviews, or development conversations.
Automation
Playbook: Monthly attrition report
1
Set the trigger
Schedule: First business day of each month at 9:00 AM.
2
Build the workflow
- Query the HRIS for all terminations in the previous calendar month and calculate the monthly attrition rate.
- Query the same data for the prior 12 months to build a trend line.
- Run Python analysis to calculate:
- Month-over-month and year-over-year attrition rate changes.
- Rolling 3-month average by department.
- Tenure distribution of departures (median, mean, standard deviation).
- Correlation between engagement survey scores and attrition by department.
- Condition: If any department’s rolling 3-month attrition rate exceeds 20% annualized, flag it as “critical” and include a deep-dive section.
- Query exit interview summaries for the flagged departments and extract the top 3 themes.
The trend analysis step uses a Python code block to compute rolling averages, standard deviations, and correlation coefficients. You can adjust the lookback window and the critical threshold in the code.
3
Configure delivery
Send an email to the HR leadership team and the CHRO with the subject line: “Monthly attrition report — [Month Year]”. Attach a formatted summary with charts. Post a condensed version to the
#people-analytics Slack channel.4
Test and activate
Click Run now to test with live data, then toggle to Active.
What’s next
Policy Q&A
Pair attrition analysis with policy transparency — employees who understand their benefits are more likely to stay.
All HR use cases
See the full list.

