The homepage in 15Five is your one-stop destination for a people-centric and action-oriented approach to managing your team and driving business outcomes. In this article, we'll walk through the various sections of your homepage and how you can use them to streamline tasks and collaboration.
In this article, you will learn...
Access and availability
⛔️ Required access to Home.
👥 This article is relevant to Managers.
📦 This feature is available in all pricing packages.
How to access your homepage
- To access your homepage, click Home in 15Five's main, left-hand navigation.
- Your homepage contains two tabs: "My actions" and "Manage actions."
- The "My actions" tab (in-app link) is a single place to keep track of the actions you need to take to be an effective manager by listing all your priorities, providing real-time insights into how your team is doing, and providing a space for facilitating asynchronous discussions with your team.
- The "Manage actions" tab (in-app link) allows you to create, manage, and track actions for your team— streamlining task management and providing organization-wide clarity on priorities.
Note
The "Manage actions" tab is only available to skip-level managers (i.e. managers who have direct reports who are also managers).
Use the "My actions" tab
The "My actions" tab of manager homepages contains four sections: Action Plan status table, My team at a glance, the Actions List, and the People List. Continue reading for a deep dive into each of these sections.
Action Plan Status Table
The Action Plan Status Table will display at the top of the homepage if you own an action in an action plan. Within this section, you will see the title of the action plan, dynamic tiles representing the different actions you own within the action plan, a progress bar displaying your progress of assigned actions, and a link that goes to the action plan detail page. Up to 4 actions will be displayed, ordered by number of days until the action is due, and if a singular action has more than one impacted person (i.e. multiple direct reports), these actions will be grouped together and displayed as one tile. Clicking on an action will open a side-drawer that lists out the different actions for each impacted person.
Note
Do you own actions in more than one action plan? If so, select the drop down arrow next to the name of the action plan to select another action plan where you own an action!
👀 My team at a glance
The "My team at a glance" section helps you elevate your effectiveness as a manager with high-level insights that impact your team’s growth, performance, and engagement.
Here, you can see the following metrics for your direct reports:
The last time you held a 1-on-1 with the person.
Science
Employees whose managers hold regular meetings with them are almost three times as likely to be engaged as employees whose managers do not hold regular meetings with them.
The last time you recognized the person by giving them a high five.
Science
Studies show that employees are more motivated to work hard when their boss shows appreciation for them.
The average percentage of Objectives owned by the person that have an "on track" status. Employees can update the status of their objectives from within their Check-ins or from the Objectives Dashboard.
Science
Classic research shows again and again that goals are extremely effective at increasing motivation and performance in organizations— outcomes that impact your organization's bottom line.
The average Pulse answer the person provided when filling out recent Check-ins. The Pulse question asks, "How did you feel at work since your last Check-in?" on a 1-5 scale.
Science
Research shows that it's important to become aware of when we're happy at work so we can clearly identify the type of work that makes us feel great— which is usually work that builds on our strengths. Conversely, it's important to be aware of times employees are less happy and identify the work issues and/or roadblocks employees are facing.
🎯 Actions list
The Actions List serves as a comprehensive list of things you're responsible for and enables you to work with your team to prioritize tasks, engage in impactful conversations, and remove obstacles.
Note
Four categories of Actions may appear in your Actions List: User Actions, System Actions, Bulk Actions, and Action Plan actions. Read more about these action types.
Here, you can achieve the following tasks:
Top priority actions will show first in your actions list. Click "Due this week" to view only those actions that are due in the current week. Click "All" to see all actions.
You can also apply filters to your Actions List by clicking Show filters at the top of the section.
Filtering options are:
- Type: Use this filter to see specific Action Types (e.g. Action Item, Discussion, Complete Microlearning)
- Assigned by: Use this filter to see Actions assigned to you by a specific person.
- Impacted person: Use this filter to see Actions you have with a specific person.
- Status: Use this filter to see open, completed, expired, or archived Actions.
From the Actions List, you can create actions, discussions, and blockers. Once created, they'll appear on your homepage.
- 📋 Actions are tasks that you need to complete. You can create either public or private actions. Actions that require further discussion can be easily added to 1-on-1 agendas as action items.
- 💬 Discussions are important topics that you need to reflect on or collaborate with your team on. Creating and engaging in discussions you make progress daily, even outside of Check-ins and 1-on-1s. You can create either public or private discussions. Discussions that require face-to-face conversation can be easily added to 1-on-1 agendas as talking points.
- 🚫 Blockers are things to surface with your manager that are preventing you from completing your work. When you create a blocker, your manager is immediately notified so they are aware of the issue and can help unblock you as quickly as possible. Blockers are visible to both you and manager and are automatically added to your current 1-on-1 as talking points upon creation.
Edit or delete an Action by clicking on the Action and using the Edit or Delete links.
Archiving an Action removes it from your Actions List. Archive an Action by clicking the three dots to its right and selecting "Archive" from the dropdown menu.
To unarchive an Action, click Show filters in the top, right-hand corner of your Actions List and select "Archived" in the Status filter. Click the three dots to the Action's right and select "Unarchive" from the dropdown menu.
Comment on an Action by clicking on it and typing your comment in the text field. We support rich-text formatting.
Mark an Action as "Complete" by clicking the checkmark to its left. Completed actions are removed from your Actions List, but can be accessed using the "Completed" Status filter.
Action Plans in 15Five are strategic plans that HR teams implement to improve employee performance, engagement, and retention in your organization. Each Action Plan comprises assigned actions that individuals complete to contribute to the plan's progress and success over time.
If one of your assigned actions is part of an Action Plan, you'll see a clickable link with the name of the Action Plan.
Click on the link to see details of that Action Plan, along with all actions you're assigned as part of the Action Plan.
Add an Action to your 1-on-1 agenda with the impacted person by editing the Action and clicking the "Add to 1-on-1" icon. Please note that blockers are automatically added to your 1-on-1 with your manager.
Open a System Action in 15Five by clicking the arrow to its left. Once you complete the action in 15Five, it will be marked as "Complete" on your Actions List.
View your Actions with a specific individual by clicking on their name in the People List section of your homepage.
When you're viewing Actions with a specific individual, open their profile or current 1-on-1 agenda by clicking ... in the top, right-hand corner of the Actions List.
👥 People list
The People List contains your manager, your direct reports, and anyone you've starred on your 1-on-1s page.
Here, you can achieve the following tasks:
You can add a person to the "Others" section of your People List from your 1-on-1s page.
- Click on 1-on-1s in 15Five's main, left-hand navigation.
- From your My 1-on-1s list, click the star icon to the to the left of the person whose 1-on-1 you want to favorite. If you don't have a current 1-on-1 agenda with them, you can create one by clicking Create a new 1-on-1 at the top of the page.
- Once you favorite a person here, they'll appear in your People List.
Clicking on a person's name will filter the "My team at a glance" and "Actions List" sections of your homepage by that person. View your Actions with a specific individual by clicking on their name in the People List section of your homepage.
When you're viewing Actions with a specific individual, open their profile or current 1-on-1 agenda by clicking ... in the top, right-hand corner of the Actions List.
Use the "Manage actions" tab
If you're a skip-level manager (i.e. you have direct reports who are managers), you have access to the "Manage actions" tab. From this page, leaders can create, manage, and track actions for their teams— streamlining task management and providing organization-wide clarity on priorities.
Watch the video below or check out our "Use the Manage actions page" article to learn more about these functionalities.