Bulk assign actions to managers

In this article, we'll walk through how to bulk assign actions or discussions to managers. This ability helps leaders streamline task management by enabling them to assign specific actions to multiple managers at once. With bulk actions, you can also assign 15Five platform actions, like creating objectives or taking Transform courses, to managers.

In this article, you will learn...

• How to create a bulk action or discussion for managers
• Recommendations for bulk actions to assign
• What happens next? 🐾
• Frequently Asked Questions (FAQs)

How to bulk assign an action

1. Click Home in 15Five's main, left-hand navigation.
   
2. Open the 'Manage actions' tab at the top of the page.
   
3. Click Create bulk actions in the top, right-hand corner of the screen.
   
4. Fill out the "Create bulk actions" form.
   
   Type

   First, select an action type.

   

   Available options are:

   • 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.
   • 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.

   Details

   • Action title: Select a title for the Action. The text provided here is how the action or discussion will appear on the homepage and 1-on-1 agenda (if applicable) of managers and, if the Action isn't marked as private, direct reports. However, managers can change the text of the action or discussion once it is assigned to them.
     
   • Description: Provide details so those who are assigned the action have context.
     
   • Due date: If the action or discussion is time-sensitive, select the date you want people to complete it by.
     

   Assign

   • Assign the action to managers: Select which managers are accountable for completing the action or discussion. Account admins can select from all managers in the organization and Managers can select from managers in their hierarchy.
     
     
     
     💡

     Tip

     You can remove a person as an Action owner by clicking the X to the right of their name.

   • Include the action in 1-on-1 agendas: If you'd like the action to be automatically added to 1-on-1 agendas between managers and their direct reports, check the box next to "Include in 1-on-1 agenda."

     

   • Hide the action from direct reports: By default, actions will be assigned to both managers and their direct reports. If you want the action to only be visible to assigned managers and be hidden from their direct reports, check the box next to "Hide from direct reports."

     

     💡

     Tip

     This option is helpful when assigning sensitive Actions to managers, such as discussing performance issues with direct reports.

   • Summary: Use the Summary at the bottom of the form to see how many people you're assigning the action to.
     
5. When you're done, click Assign Actions.
   
6. A popup will appear asking you to confirm action creation. Click Yes, create actions.
   
7. Once created, the actions will appear on manager homepages and 1-on-1 agendas (if applicable). If you selected the option to include direct reports as participants and didn't mark the Action as private to the owner, it will also appear on direct reports' homepages and 1-on-1 agendas.
   
8. If at any point you want to view, edit, or delete an action, you can do so by following these steps.

What happens next? 🐾

After you assign actions, you can track progress to ensure managers are taking action.

Recommendations for bulk Actions to create

Frequently Asked Questions (FAQs)