Customize the target group of an Action Plan
You can refine an Action Plan's target group to exclude those for whom the Action Plan is not relevant, ensuring it is more targeted and effective.
Release date: September 5th, 2024
Feature: HR Outcomes Dashboard
Plan availability: Engage, Legacy Perform, and Total Platform
An Action Plan's target group is the group of people that the plan is intended to impact. Defining a target group helps in setting clear, measurable goals and outcomes. It allows HR leaders to track the progress and effectiveness of the action plan specifically within that group, making it easier to assess whether the plan is achieving its intended results and make adjustments as needed.
As you select a target group, you may realize that you don't want to everyone who meets the selected criteria. For example— let's say you want to create an Action Plan with a goal to drive the performance of people in Jane's hierarchy. You select Jane's hierarchy as the target group, but don't want to include the top performers on Jane's team since the Action Plan won't be relevant to them.
Previously, there was no way to exclude individuals from a target group. Now, you can refine the target group to exclude those for whom the Action Plan is not relevant, ensuring it is more targeted and effective.
Help Center article 💡: Create an Action Plan
Assign actions in an Action Plan to anyone
You can now assign actions within Action Plans to individuals who aren't managers!
Release date: September 5th, 2024
Feature: HR Outcomes Dashboard
Plan availability: Engage, Legacy Perform, and Total Platform
Previously, actions in Action Plans could only be assigned to managers, as we know that managers are highly influential and improve outcomes on their teams. However, we also recognize that flexibility is key in achieving success— so we've released the ability to assign actions within in an Action Plan to anyone.
Help Center article 💡: Add actions to an Action Plan
Resend engagement survey invitations to individuals
You can now resend the engagement survey to an individual employee without resending it to all participants.
Release date: September 5th, 2024
Feature: Engagement
Plan availability: Engage, Legacy Perform, and Total Platform
Engagement Admins can now resend an engagement survey to an individual employee, providing greater flexibility in managing survey participation. Previously, resending a survey to one person required sending it to all participants. This update streamlines the process and avoids unnecessary emails to those who have already completed their surveys.
Help Center article 💡: Resend an engagement survey invitation