Actions Overview

What are Actions?

Actions allow you to prioritize tasks, engage in impactful conversations, and remove obstacles. You can view the Actions you're responsible for in your Actions List, located on your homepage.

Action Categories and Types

There are four categories of actions that may appear in your Actions List:

• User actions: Actions created manually by individuals or organizational leaders.
• System actions: Actions created by 15Five that connect to other 15Five features.
• Bulk actions: Actions that leaders assign to managers in bulk.
• Action Plan actions: Actions that contribute to the progress and success of an Action Plan.

Continue reading to learn more about each of these categories.

User Actions

User actions are actions that are manually created by leaders or individuals. Learn how to create a User action for yourself or someone else.

There are three types of User Actions that you can add to your Actions List:

📋 Actions

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

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

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.

System actions

A System action is any activity that an individual takes in 15Five that helps impact HR outcomes. System actions are created by 15Five that connect to other 15Five features.

You can click the arrow to the left of a System action to open it in 15Five. Once you complete the action, it will automatically be marked as "complete" and be removed from your Actions List.

The following System Actions may appear in your Actions List:

• Submit a Check-in
• Review a Check-in submitted by your direct report
• Complete an engagement survey
• Complete a review in a Best-Self Review cycle

Bulk actions

Bulk Actions are actions that leaders create for managers in bulk. Account admins can create bulk actions for all managers in the organization and Managers of managers can create bulk actions for managers in their hierarchy. Learn how to create bulk actions.

The following Bulk actions can be assigned to managers:

• Action Item: Assign a task for managers to complete.
• Discussion: Assign a talking point for managers to discuss with their direct reports in 1-on-1 meetings or async.
• Best-Self Kickoff: Assign the task of holding a Best-Self Kickoff meeting.
• Coaching Session: Assign the task of scheduling a 1:1 coaching session, which managers will complete with one of 15Five's certified coaches.
• Complete Course: Assign a course for managers to take from Transform's on-demand course library.
• Complete Microlearning: Assign a Microlearning for managers to take from our on-demand Microlearning course library. Microlearnings are bite-sized training content designed to help managers master skills necessary to enhance employee engagement, performance, and retention on their teams.
• Create Objective (Company, Group, Individual, or Self-Development): Assign the task of creating an OKR (Objective and Key Results).
• Give Individual High Five: Assign the task of giving a high five.

Action Plan actions

Action Plans are only available in our Total Platform pricing package.

Action Plan actions are actions that are created as part of a Action Plans— strategic plans that HR teams use to improve HR outcomes (employee performance, engagement, and/or retention) in your organization. Action Plans can only be created by individuals with access to the HR Outcomes Dashboard.

Each Action Plan contains actions that, when completed, contribute to the plan's progress and success. The following action types can be assigned as part of an Action Plan:

• Action Item: Assign a task for individuals to complete.
• Discussion: Assign a talking point for individuals to discuss in 1-on-1 meetings or async.
• Best-Self Kickoff: Assign the task of holding a Best-Self Kickoff meeting.
• Coaching Session (1:1 or Group): Assign the task of scheduling a 1:1 coaching session or group coaching session, which assignees will complete with one of 15Five's certified coaches. Your availability to these options depends on your Transform package.
• Complete Course: Assign a course for managers to take from Transform's on-demand course library.
• Complete Microlearning: Assign a Microlearning for managers to take from our on-demand Microlearning course library. Microlearnings are bite-sized training content designed to help managers master skills necessary to enhance employee engagement, performance, and retention on their teams.
• Create Objective (Company, Group, Individual, or Self-Development): Assign the task of creating an OKR (Objective and Key Results).
• Give Individual High Five: Assign the task of giving a high five.

Related articles 💡

• Create an Action Plan
• Add actions to an Action Plan
• Use the HR Outcomes Dashboard