Concept: Action Planning

Peakon provides a library of recommended actions that display on the

Improve

tab of each driver, or when you take a micro course related to a specific driver. Leaders can use recommended actions and customize them accordingly, or create their own actions entirely.

It's also possible for employees to participate in confidential brainstorming by providing suggestions on the team's focus areas. Team suggestions can help bridge the gap between having low scores without enough comments to understand the issue. See Set a Focus Area for Your Team and Concept: Team Suggestions on Focus Areas.

Although it's most common to link action plans to focus areas, leaders can create actions on any driver or subdriver.

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.

Any action that a manager creates counts towards their own statistics in the

Usage Metrics

report, even if they created the action on someone else's behalf.

Administrators can configure manager access to the action planning functionality using these permissions in access control:

Both permissions provide action planning access to the dashboards that each leader manages, including segments they manage through the hierarchical attribute setup of your company. Example: If a senior leader manages employees that are line managers, they have full access to the dashboard of the line manager and can see and manage their action plan.

Users can only access the action plans of other dashboards if they can search and select the segment in their context switcher, and if the segment displays the

View as this segment

option when they open it in the heat map.

When a manager creates an action plan, it's visible on:

Although managers can choose whether to share their action plan with employees, it's not possible to completely hide action plans so that they're not visible to senior leadership if they have the appropriate permissions.

Peakon sends managers upcoming action plan reminders every Monday, if they have actions that are due that week. The reminder email covers all actions that display on the segments that the manager directly manages, whether through reporting lines or through segment managing access.

Managers can unsubscribe to this email notification, however it's not possible for administrators to unsubscribe on their behalf. See Manage Notification Subscriptions for steps.

The

Usage Metrics

report displays the number of actions each manager has created and completed. From there it's also possible to export all actions, including the segments they created them on. See Concept: Usage Metrics and Export Action Plans for more information.