Engage: Action Planning On Dashboards

Action Planning On Dashboards

Action plans can be added directly from the Survey Report section on multiple items displayed in the reports and dashboards section.

Navigate to reports.gethyphen.com > Survey Tab (on the left hand side) > Click on “See Results” on the concerned survey row. 

On hovering your cursor over the display values on Overview Dashboard screen, categories dashboard screen, questions dashboard screen and comments dashboard screen, you will see a small ‘wrench’ icon on the left of that item. Click on that ‘wrench’ icon to create an action plan.

Wrench icon while hovering your cursor on the OVERVIEW page Wrench icon while hovering your cursor on the CATEGORIES page Wrench Icon while hovering your cursor on the QUESTIONS page Wrench Icon while hovering your cursor on the COMMENTS page

After clicking on the wrench icon, the system takes you to the create action item page.

  • There are two ways of creating an action plans here:
    1. You can create an action plan by selecting an action Item from our template.
      • We have about 150 action item template readily available in the system
      • These templates are backed by leading industry and academic research (related research documentation are also available in the Resource URL section of the template for your reference) giving you scientific reasoning behind why the particular action plan is important and how that would help in improving your results.
    2. You can select ‘Create your own action plan from scratch’
      • Give your action plan a name
      • provide necessary details with steps which needs to be taken in the description section.
      • Resource URL: if you have any academic backing for why this action plan needs to be done, then enter that web-document’s link in this section.
  • In the assignee section, assign this action item to the concerned person, along with a due date mentioned by when the action item needs to be completed.
    • The person would receive a notification of an action item being assigned to him.
    • The concerned person can review the action item from ‘Action Plans’ tab from the left hand menu from his login.

From here, the assigned user will work on the action plans, once completed, the person needs to mark it as complete along with providing steps taken and will also rate himself for the work done. If all the work is done effectively, the employee engagement scores shall improve in the subsequent surveys.