How to Create a Manager Action Plan
Once Manager action plans have been enabled, managers can create their own action plans based on the survey results only from their direct reports.
Step 1: Once your Engagement survey has been shared, click to view your Engagement survey results.
Step 2: Click into the "Questions" tab and select the flag icon next to the questions you would like to focus on. Once you have flagged your questions, click on "Action plans".
Step 4: Once you have created your focus areas, create a title for your focus area and select the specific settings which includes the due date, visibility and owner of the focus area.
Step 5: Depending on the specific individual question you have flagged, Suggested Actions will be listed to include as an action to your action plan. Please note, if you don't see a list of Suggested Actions, you can create your own action.
Step 6: Before publishing your action plan, click on "Settings" to confirm the visibility option for your action plan. Please note, you can select the option for either Public or Private visibility. Public visibility will give Survey Admins, your reports, your manager and owners of this action plan visibility. Private visibility will give Survey Admin, your manager and owners of this action plan visibility.
Step 7: Once you are ready to publish your action plan, click on "Publish action plan" then select "Publish".