Release Notes: Work Advisor (EA)

Release date: June 30, 2026

Critical information:

Status

• Early Access (EA): Available to select customers upon request. Production-ready but with a focused initial feature set. Additional capabilities are planned for future releases.

Availability

Requirements

What's new:

Feature description

ActivTrak's Work Advisor is a conversational AI interface that enables workforce leaders to ask natural language questions about their teams and receive data-driven insights — without requiring deep product expertise or manual report navigation. Work Advisor connects directly to ActivTrak workforce data to support faster, more informed decisions around staffing, scheduling, and team utilization. All responses are advisory in nature and are designed to support human decision-making, not replace it.

Key capabilities

• Natural language workforce queries: Ask questions about your workforce in plain language and receive responses grounded in your ActivTrak data — including schedule adherence, user activity, PTO, and absences.
• Privacy-first design: All responses are limited to team-level data. Individual PII is not exposed, and access is controlled by existing role-based permissions.
• Governance and compliance observability: Visibility into how Work Advisor is being used across the account, supporting responsible AI adoption.
• Fair use monitoring: Session usage is tracked at the daily, monthly, and account levels. Usage data is available for review during Early Access (enforcement is not active during this period).
• Deep links to existing reports: Responses include direct links to relevant ActivTrak reports, enabling users to verify data and explore further without manual navigation.

Use cases

Staffing decisions

HR leaders and workforce managers can ask natural language questions to evaluate whether headcount changes are warranted — without manually cross-referencing dashboards and reports.

Example questions Work Advisor can answer:

• "Two marketing team members left — should we backfill their roles?"
• "The head of Sales requested three new hires. Should we approve or deny based on recent utilization?"
• "Which teams need additional headcount next quarter?"

Work Advisor evaluates team utilization levels, workload distribution, and capacity trends to surface an evidence-based advisory response. Each response includes a workload interpretation (High, Low, Optimal, or Varied), supporting metrics, and a short rationale — helping leaders move from days of manual analysis to a faster, more consistent decision process.

Workforce utilization maximization

Operations leaders and managers can identify capacity gaps and imbalances across teams and redistribute workload before issues escalate.

Example questions Work Advisor can answer:

• "Which teams are under capacity this month?"
• "Who can absorb additional workload without increasing overtime risk?"
• "Which team members are consistently over 110% utilization?"

Work Advisor analyzes utilization trends across 1-week, 4-week, and 12-week windows and surfaces teams operating above or below target thresholds. When one team is over capacity and another is under, Work Advisor identifies the redistribution opportunity — helping organizations optimize existing resources before pursuing new headcount.

Schedule adherence

Managers can surface patterns in how well employees are following their configured work schedules, including recurring late starts, early finishes, and extended periods of inactivity during scheduled hours.

Example questions Work Advisor can answer:

• "Who has recurrent punctuality issues?"
• "Which teams have schedule adherence below 80%?"
• "Who is taking more than one hour of break time per day?"

Work Advisor evaluates adherence against each user's configured schedule — or, if no configuration exists, a default 9:00 AM to 5:00 PM schedule — and flags users or teams that consistently fall below the 80% adherence threshold. Responses include the number of occurrences, the trend's duration, and whether a configured or default schedule was applied.

Attendance validation

HR partners and managers can identify employees with days of zero activity that lack a corresponding PTO or time-off record, supporting more accurate compliance tracking and reducing liability exposure.

Example questions Work Advisor can answer:

• "Who has taken days off without approved time off?"
• "Which teams have the highest number of unsubmitted PTO entries?"
• "Who hasn't submitted PTO in the last 90 days?"

Work Advisor cross-references activity data against attendance records within a configurable lookback window (default: 90 days) to flag potential unreported absences, PTO mismatches, and teams with above-average absence rates. Responses are advisory and evidence-based — designed to support HR review, not replace it.

Target audience

• Primary personas: HR leaders, workforce managers, operations leaders, and executive stakeholders who need fast answers from workforce data without deep platform expertise
• Fit indicators: Organizations with hybrid or distributed teams, accounts currently using Workforce Management features (schedule adherence, working hours, utilization), and teams looking to reduce time spent on manual data analysis

How to access:

For EA features

• Access location once activated: Once enabled by an account administrator, Work Advisor is accessible via "Ask ActivTrak" in the left navigation menu. The page header displays "Ask ActivTrak Work Advisor."

Resources:

Documentation

• Coming soon!

Support

• General support: activtrak.com/support
• Feature-specific support: Contact your Customer Success Manager for questions about Work Advisor configuration, access, or the interpretation of responses.

Additional information:

Known limitations

• Work Advisor does not surface individual user PII — all insights are scoped to the team level.
• Work Advisor is designed to handle workforce-related queries only. Non-work-related or out-of-scope requests are not supported.
• Exportable charts and visuals supporting AI responses are not available at EA launch — planned as a fast-follow enhancement.
• Universal account-level rules and guidelines (allowing administrators to set standing context for the advisor) are not available at EA launch — planned as a fast-follow enhancement.
• Navigation may be affected when the left menu is collapsed — a fix is planned for a future release.
• Work Advisor provides advisory language only (for example, "data seems to suggest") and is not designed to make or recommend hiring, firing, or other consequential employment decisions without human review.

Coming soon

• Exportable charts and visuals supporting Work Advisor responses
• Account-level rules and guidelines for administrators to configure standing context
• Additional Productivity Optimization use cases (app usage insights and AI-powered recommendations) — targeted for Q4 2026
• Enterprise add-on with higher usage limits, MCP server integration, and proactive analysis capabilities — targeted for Q1 2027

Feedback and performance

• Feedback channel: Work Advisor includes an in-product feedback mechanism (thumbs-up/down with detailed options) for each response. Customers may also share feedback directly with their Customer Success Manager.
• Success metrics: Time saved on manual report pulling and data analysis; frequency of Work Advisor sessions; quality ratings via in-product feedback; use case coverage relative to team workflow needs.