Using the personal dashboard with your direct reports

The personal dashboard allows for greater transparency across the board and encourages your employees to provide future feedback while ensuring their voices are heard.

The personal dashboard does not only provide the survey participant with insight into their own lowest and highest scoring drivers, but also the priorities and actions the team is focusing on. This article will guide you, as a leader, on best practices when your organisation starts using the personal dashboard. 

This article will contain:

• Switching between your manager and personal dashboard
• Setting priorities and actions

Switching between your manager and personal dashboard

When the personal dashboard is enabled, as a leader you will be able to switch between your team's dashboard and your own personal dashboard at ease. Simply click on your profile icon in the top right corner, and choose the dashboard you would like to switch to.

Setting priorities and actions

The priorities section of the personal dashboard will contain the priorities and actions that an employee's direct manager has set on their My team (direct reports) segment. If you only have a direct reports segment, then this will just be called My team. Therefore, when you view your own personal dashboard, you will see priorities and actions set by your direct manager, whereas when your direct reports view their personal dashboards, they will see the priorities and actions set by yourself.

Furthermore, employees will be able to click on each action to learn more about the action. This will contain the description, driver, deadline, checklist and the date added, so it is a good idea to be as thorough and descriptive as possible, when adding your actions.

Setting a priority

Depending on your company settings, Peakon will suggest priorities for you based on your team's feedback after the close of each survey round. When presented with suggested priorities, you can accept or reject each priority. Accepting a priority will automatically make it appear on your team's personal dashboard. Furthermore, when enabled, you can also choose your own priorities, even if they have not been set or suggested by the system.

Keep in mind that some priorities may be more of "long term" priorities, which may require long term thinking and collaboration to improve. It is completely fine to keep the same priorities from one survey round to the next, if that is something you are working on as a long-term goal.

Adding an action

For employees to have visibility on the things you’re working on, you need to set priorities for your team from your manager dashboard, and the actions need to be linked to these priorities.

To add an action to a priority, simply pick the priority you want to focus on, go to its Improve tab and add one of the suggested actions or create your own (see Discussing your results with your team and Creating and managing actions). From there, you will be able to customize it based on your requirements, as well as add specific tasks you wish to complete.