In this article, we'll walk through how to bulk-assign actions to managers. Actions are tasks that people are responsible for completing and appear on homepages for visibility and accountability. This ability helps leaders streamline task management by enabling them to assign specific actions to multiple managers at once.
In this article, you will learn...
- How to assign a bulk action 🧑💻
- What happens next? 🐾
- Recommendations for bulk actions to assign 💡
- Frequently Asked Questions (FAQs) ❓
Access and availability
⛔️ Required access to the "Manage actions" tab.
👥 This article is relevant to Account admins and Managers of managers.
📦 This feature is available in all pricing packages.
How to assign a bulk action 🧑💻
Note
Account admins can assign actions to any manager in their organization and Managers of managers can assign actions to managers in their hierarchies.
- Click Home in 15Five's main, left-hand navigation.
- Open the 'Manage actions' tab at the top of the page.
- Click Create bulk actions in the top, right-hand corner of the screen.
- The "Create bulk actions" form will appear on the left-hand side of your screen. From here, select an action type. Please refer to the FAQs at the bottom of this article for more information about what action types are available to assign.
- Select a title for the Action. The text provided here is how the action will appear on assignee homepages.
- Provide details so those who are assigned the action have context.
- Select the due date by which you want managers to complete the action.
- Select which employees 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.
- When you're done, click Assign Actions.
- A popup will appear asking you to confirm action creation. Click Yes, create actions.
What happens next? 🐾
Upon assignment, the actions you created will appear in the "Manage actions" tab. These actions will be visible to all Account admins.
Managers you assigned the action to will also see it on their homepage.
You can use the "Manage actions" tab of your homepage to track progress to ensure managers are taking action.
Recommendations for bulk actions to assign 💡
- Discuss progress on objectives to identify what risks would impact achieving the goals and how you can help with prioritization.
- Have a role-clarity conversation to ensure that expectations are clear. Identify areas of misalignment and understand interest in future growth opportunities.
- Have a stay interview. Ask the following:
- What do you enjoy most about your current role?
- What aspects of your job do you find most challenging?
- Do you feel your current skills are being utilized effectively?
- How well do you feel your accomplishments are recognized and rewarded?
- Are there specific tasks or projects you would like to be more involved in?
- Discuss performance review results. Encourage their strengths and help identify action steps to improve in growth areas.
- Review team OKRs to ensure they are aligned with business priorities and provide feedback to your team as needed.
- Read through the new Employee Handbook and sign the acknowledgment.
- Review the new compensation strategy.
Frequently Asked Questions (FAQs) ❓
When assigning an action in bulk, you can select from the following action types:
- 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: Assign the task of scheduling a 1:1 coaching session, which managers will complete with one of 15Five's certified coaches. Please note that 1-on-1 coaching sessions are a paid service.
- 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.