The HR Outcomes Dashboard lets you create Action Plans directly from the Dashboard tab, either by building a custom plan or by accepting AI-generated recommendations based on your data.
Before You Begin
- You must have access to the HR Outcomes Dashboard. Access is available to Account Admins and HR Admins by default.
- This feature is available on the Perform and Total Platform pricing packages.
- AI-powered recommendations only appear when 15Five detects meaningful patterns in your data.
Create a Custom Action Plan
- Navigate to Insights → Outcomes Dashboard in the left-hand navigation.
- Apply any filters (Groups, Attributes, Outcomes) to target the employee segment for your plan.
- Click Draft Action Plan in the top right corner of the Dashboard tab.
- Complete the Action Plan fields to define goals, actions, and assignees.
- Save the plan.
Use an AI-Powered Action Plan Recommendation
- Navigate to Insights → Outcomes Dashboard in the left-hand navigation.
- Locate an Outcome tile or Data Insights tile that displays a suggested Action Plan.
- Click Explore on the relevant tile to open the recommendation.
- Review the AI-generated plan details.
- Accept, edit, or dismiss the recommendation.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Draft Action Plan button is not visible | Confirm your role has Dashboard access | Ask your Account Admin to verify access in configuration settings |
| No AI recommendations appear | Check whether 15Five has sufficient recent data to detect patterns | Run engagement surveys and complete performance reviews to populate data |
| Filters do not affect the Action Plan target | Filters must be set before clicking Draft Action Plan | Return to the Dashboard tab, apply filters, then click Draft Action Plan |
Not Covered Here
This article does not cover creating Manager Effectiveness Action Plans from the Kona urgency callout or managing existing Action Plans from the Action Plans tab.