Managing actions

People leaders can create action plan right from within Peakon. While some managers tend to review and create action plans on their own, we recommend creating an action plan together with your team, as this will allow them to feel included in the process of driving change. You can start by prioritizing the driversthat you want to focus on as a manager, while also being open to discuss other drivers that are most important to your team. See Discussing your results with your team for best practices on how to create actions with your team.

For an overview of actions, see About actions and how they work. 

Viewing your actions

Leaders who do not have any other managers in their reporting lines will be able to see two tabs at the top called "My actions" and "My team Actions".

From your Action plan page, you can view open and archived actions, and sort by group, deadline and driver of engagement. Actions can also be edited from within the actions overview section.

Creating actions

If your administrator has granted you the correct access control settings, you can create actions in your dashboard. See Create an action.

If you want view or add an action in one of your reporting managers, see Viewing and managing your leaders actions article.

As a manager you can also add actions from other areas of the platform:

• In the Improve tab on a segment dashboard or a driver dashboard. Start by reading the summary of why the driver has been marked as a priority. We then recommend taking a look at Peakon’s suggested actions to see whether they align with what your employees have been saying in their comments. 
• By clicking on See suggested actions on a driver's dashboard.
• After completing a Micro Course.

Editing existing actions

Actions can be edited at any point in time by going to your Action plan page and clicking on Edit in the three-dots icon on the top-right corner of the action.

Note that while you can edit the content and the deadlines of your action, it is not possible to link or unlink an action from a Peakon driver (see the Driver field option) after the action was created. 

Marking actions as completed or archived

How to mark an action as completed:

1. Head to the Action plan page.
2. Identify the action you want to mark as done.
3. Tick the 'Mark as done' option in the bottom right corner of the action.
4. The action is now moved to the Completed section. 

How to archive an action:

1. Head to the Action plan page.
2. Identify the action you want to archive.
3. Tick the three vertical dots icon on the top right corner of the action.
4. The action is now moved to the Archived section. 

It is possible to restore actions in the same page, by changing the view to Archived from the top left dropdown, and by clicking on the Restore.

How to reinstate a completed action:

1. Head to the Action plan page.
2. Change your view to Completed, from the dropdown in the top left.
3. Click on the green check icon in the bottom right.
4. The action is now moved to the Open section.