Bulk assign actions or discussions 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 (like holding final meetings following review cycles) or discussions (like checking in about how employees are feeling about organizational changes or restructuring) 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...

Access and availability

⛔️ Required access to Manage actions.
👥 This article is relevant to Account admins and Managers of managers.
📦 This feature is available in all pricing packages.


Bulk assign an action or discussion

✏️

Note

Account admins can assign Actions to any selection of managers within their organization and Managers of managers can assign Actions to managers in their hierarchies.

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

    First, select an action type.

    Select-Action-Type.png

    Available options are:

    • Action Item: Assign individuals a task to complete.
    • Complete Course: Assign individuals a course from Transform's on-demand course library.
    • Create Objective (Company, Group, Individual, or Self-Development): Assign when you want individuals to create an objective (e.g. at the beginning of each quarter).
    • Discussion: Assign a talking point that can be discussed in a 1-on-1s or async.
    Assignment
    1. Assign 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.
      Assign-Action.png
    2. Include direct reports (Optional): If managers' direct reports should be actively involved in the completion of the Action, check the box next to "Include direct reports as participants in this action."
      DR-Participants-Action.png
    3. Include in 1-on-1 agendas (Optional): If you included direct reports as participants in the action, you can check the box next to "Include in 1-on-1 agenda" to add the Action to current 1-on-1 agendas between the assigned managers and their direct reports. This helps keep the action top-of-mind for managers.
      Include-In-1on1s.png
    4. Hide from impacted person (Optional): If you included direct reports as participants in the action, you can check the box next to "Hide from impacted person" to mark it as private. Marking an Action as private means that only you and the owner will be able to see it.
      Hide-From-Impacted-Person.png
      💡

      Tip

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

    5. Summary: Use the Summary at the bottom of the form to see how many people you're assigning the action or discussion to.
      Action-Summary.png
    Details
    1. Title of action: 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.
      Title-Of-Action.png
      You can also use the icons in the bottom, right-hand corner of the text field to mark the Action as private or add it to 1-on-1 agendas. Refer to the "Hide from impacted person" and "Include in 1-on-1 agendas" in the previous dropdown of this article for more information about these options.
    2. Due date (Optional): If the action or discussion is time-sensitive, select the date you want people to complete it by.
      Action-Due-Date.png
    3. Summary: Use the Summary at the bottom of the form to see how many people you're assigning the action or discussion to.
      Action-Summary.png
  5. When you're done, click Create actions.
    Create-Actions.png
  6. 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.
    Assigned-Action.png
  7. If at any point you want to view, edit, or delete an action, you can do so by following these steps.

Recommendations for bulk actions and discussions to create

Example Talking Points 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.

Example Action Items to assign

  • 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.

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