Actions are a great way to address common themes and, ultimately, to improve the engagement of your teams. Common feedback is that employees often feel they are not being listened to, and are unsure if any actions are taken from the feedback they provide.
With this functionality, people leaders can show that they take feedback across all question sets seriously and can display to both employees and executives the actions they intend to take to improve team engagement.
Good to know
- Each action displays on the dashboard of the segment context that you created it on. Example: If a manager creates an action in the segment Marketing [Department], this is where the action belongs.
- You can set whether an action should be visible on personal and shared dashboards, or only manager dashboards.
- Each action must link to a driver question set. Optionally, you can also link the action to a specific driver.
- You can export manager action plans in Manager Usage Metrics.
Enabling actions for people leaders
Administrators can enable the Actions feature in the Access Control settings. They can do this for different access control groups and they can control the level of access that individuals have for this functionality. To enable actions:
- Click on Administration
- Select Access Control
- Identify the Access Control group where you want to enable this
- Click on Actions
- Toggle on the options that you prefer. For more information see the table below:
Access to actions
Enables managers to see the actions that have been set by those below them in your organization's hierarchy. For example, a head of department will be able to see the actions that their line managers have created.
Gives the ability to create, edit and delete actions in their Action plans. We would recommend to enable both these options. The transparency they create, helps to foster accountability – and ensures actions are taken to address feedback.
Understanding how actions work
People leaders can create your own actions and even share your dashboard with your team, so they can see the driver scores and any actions added to address priorities.
Actions are not restricted to priorities and can also be created on drivers, sub-drivers, segments, and Values (if you have this feature enabled).
Peakon recommends certain actions whenever priorities are identified in the results, or when a leader is taking a micro-course to improve their leadership skills.
Understanding how actions are shared
Actions are visible in different parts of the platforms depending on how Managers are sharing them:
- My team's actions: You can see what your managers are working on vs. what they need to be focusing on, by going in the Actions Plan page and selecting My team's actions. You can use this functionality to coach them to be better leaders, accelerating improvements in a specific department. See Viewing and managing your leaders actions article for more details.
- Shared dashboard: If a manager configures an action to be shared, it will be possible to see it in the shared dashboard link provided by the same manager. This gives employees visibility on where leaders are focusing improvement, actions are committed to and the status for each action item.
- Personal dashboard: If the personal dashboard is enabled for employees, and actions are shared by the managers, the manager's team can see the actions that have been planned and any detail associated with it.
Understanding how managers are notified
Each Monday, Peakon sends out in-product notifications and emails to anyone that has an action with a due date in the same week. The email also contains a reminder of any upcoming actions that are due further in the future.
The reminders will be for any actions within a context a manager has access to. For example, direct reports, all reports, and any additional segments the manager has access to. The reminders cover any actions created by any user within the context the manager has access to. This means that a manager may be reminded about an upcoming deadline for an action that was created by another manager who also has access to the same context.
Reviewing your leader's action planning activity
Manager usage metrics allow you to view the number of actions created, completed, in progress, and overdue for each manager across all question sets. This can help support managers and identify future leaders.
Here, leaders can also export a list of all actions by managers in the usage metrics area. The list will reflect managers in the chosen context and filtered views in the usage metrics section. See Reviewing your manager usage metrics for more.
- It's not possible to transfer actions from one leader or segment to another.
- It's not possible to cascade actions to your hierarchy.
- When you delete a segment, the actions that belong to that segment also disappear.
- When you delete a manager, any actions they've created also disappear.