This article covers how to open the Action Plans tab in the Insights Dashboard and apply filters to view plans. When complete, you will see a filtered list of Action Plans for your organization.
Before You Begin
- Access to the Insights Dashboard requires a Perform or Total Platform subscription. Confirm your plan before proceeding.
- Only Account Admins, HR Admins, and Managers with assigned access can view the Action Plans tab. See Who can access the Insights Dashboard and Amaya in 15Five?] for the full access matrix.
Steps
- Click Insights Dashboard in the left-hand navigation.
- Click the Action Plans tab at the top of the page.
- Review the plans listed. The dashboard displays all In Progress, Drafted, and Archived plans created for your organization.
- Apply filters to narrow the list:
- Outcomes — filters plans by strategic outcome: Engagement, Performance, or Turnover - Metrics — filters plans by the specific metric assigned during plan creation
- To create a new plan, click Draft Action Plan in the upper-right corner.
> Creating an Action Plan is a separate workflow. See Create an Action Plan for instructions.
Success state: The Action Plans tab is visible and displays your organization's plans. Filters update the list immediately when applied.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Insights Dashboard does not appear in the left-hand navigation | Confirm your account is on the Perform or Total Platform plan | Contact your Account Admin to verify plan access |
| Action Plans tab is missing from the Insights Dashboard | Confirm your role is Account Admin, HR Admin, or a Manager with assigned access | Ask an Account Admin to grant HR Outcomes Dashboard access in your account settings |
| Filters return no results | Check that plans exist for the selected outcome or metric | Clear all filters to confirm plans are present; if the list is empty, no plans have been created yet |
| Draft Action Plan button is not visible | Confirm your role — Managers can create Engagement Action Plans only | Contact your HR Admin if you expect broader creation permissions |
Not Covered Here
This article does not cover creating, editing, launching, or tracking Action Plans. See Create an Action Plan and Track the progress of assigned actions.