The homepage in 15Five is your one-stop destination for staying on top of your most important priorities, communicating with your manager and team, and achieving your work goals with ease. This employee-centric hub simplifies your journey toward success by allowing you to access your key priorities, connect seamlessly with your manager and colleagues, and unlock swift support— all in one central location. In this article, we'll walk you through the sections of your homepage and how you can use them to streamline tasks and collaboration.
In this article, you will learn...
- How to access your homepage 🔍
- How to use your homepage🧑💻
Access and availability
⛔️ Required access to Home.
👥 This article is relevant to employees.
📦 This feature is available in all pricing packages.
How to access your homepage 🔍
- To access your homepage, simply click on Home in 15Five's main, left-hand navigation.
- Once you've opened your homepage, you may see three sections:
- The Action Plan Status Table,
- The Actions List,
- The People List,
Use the 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.
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!
Use the Actions List
The Actions List serves as a comprehensive list of things you're responsible for and enables you to work with your manager and coworkers to prioritize tasks, engage in impactful conversations, and remove obstacles.
Note
Three categories of Actions may appear in your Actions List: User Actions, System Actions, and Action Plan actions. Read more about these action types.From your Actions List, 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.
Use the People List
The People List contains your manager and anyone you've starred on your 1-on-1s page. Clicking on a person's name will filter your Action List by Actions you have with that person.
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.