Action > Add an action
Available for: Admins ✅ Results viewers ✅
The Action section allows you to follow and record the events that punctuate your company's daily life, to better understand the levers of your employees' commitment.
By adding your action plan to the platform, you make sure to correlate it with the evolution of your key metric (often the eNPS) thanks to the "Impact of your actions" graph.
Then, by sharing your action plan, you can show your teams that their voice is taken into account and indicate to employees and leaders the steps taken to improve team engagement.
In this article:
📌 How to add an action?
On the Actions page, we offer you some suggestions to pre-fill your actions. You can also create your actions from scratch by clicking on the "Add an action" button at the bottom of the page.
You will then have to fill in some information:
the owner: this is the person in charge of the action's success.
ℹ️ Results viewers can create an action for which they are the owner, while administrators will be able to designate owners other than themselves.
the title and date: these details are mandatory because they are essential to correlate your actions with the employees' feelings.
the impacted population: select the team(s) affected by the action.
ℹ️ Everyone can select a population according to their scope of rights. Thus, administrators can identify all populations while result viewers will have access to only the populations within their scope.
the description and theme of the action: the more information you add, the easier it is to identify the elements that had the most impact.
the visibility: you decide if you want to share your action with the impacted population or if you prefer that only administrators and other managers have access to it.
ℹ️ Impacted teams will be able to view the visible actions from their space up to 3 months after the date of the action. They will be able to signify their appreciation "👍" for each visible action.
Once completed and saved, your action appears in the action list at the bottom of the page and in the impact graph. You can then view all of your actions and those of your colleagues - as long as they involve populations within your scope.
By default, the list of actions at the bottom of the page is arranged to show you the most popular actions first, followed by private actions (thus not eligible for voting).
ℹ️ If you add an action in the future, it won't show up in your action list right away because your time filter is set to the last three months from today by default. By changing your time filter, you will be able to see your future action.
🤔 What actions to add?
All actions belong on the platform: the small ones as well as the big ones!
You can record a company or team milestone (such as a lockdown announcement or a team-building event) as well as an action taken to support your teams. In the end, even small things like installing a new coffee machine can have an impact on overall morale. ☕️
If you're lacking inspiration or want to expand your ideas for actions to implement, you can take a look at our dedicated article: Find ideas for actions.
🗓 When to add an action?
When you choose to! This can be before, during or after you complete your action.
For example, if you have a multi-step plan in place, you can enter actions already completed, in progress, or in the future.
However, if you want to share actions with your team, we recommend that you stay as close to reality as possible by adding your actions as you go along.
You may forget to add an action - it happens. By adding it, even long afterwards, you will be able to see it appear in the impact graph of your actions.
💡Pro tip: for a long term action or one that has no end - for example, switching from a long annual interview process to a short weekly one - you can simply record the action of setting up this new process. This will allow you to identify the effects of the change.
💡 What's next?
Be sure to follow our guidelines to Assess your action plan's success! 🚀