Betterworks Engage: Closing an Action Plan

by Amanda Iles

Closing an Action Plan

After an action plan is created and assigned to a person (this could be HRBP/Manager or any one on the system), that person needs to work on it and complete the action plan by the due date mentioned.

The concerned person will receive a notification after they are assigned with an action plan and they can access the action plan from the Action Plan tab on the left hand side of the insights platform (

  • Step 1 - After reviewing the action plan, once you begin to start working on the Action plan, set the status as in-progress letting the admin know the work has begun on that action plan.
  • Step 2 - After completing you action plan, you need to close it. against the same action item, in the section ‘Set As’, select “Completed. This will lead to a pop-up box where you are required to detail out what action you have taken to close the action item. You are also required to rate yourself for the action item.
    • The admin will get a notification once the action is closed and can also view the same on their action plan screen from insights.