Act

The Act page enables leaders and managers to create and manage action plans (and track progress) across all listening events, all in one place. Effective action plans are critical for turning insights from your listening events into action that positively impacts your organization and employees (and, in turn, your customers). 

Depending on your company’s configuration choices, you will see one of two experiences: 1) the Activate experience (best practice), which is detailed below, or 2) the Act experience (without Activate), which is detailed in notes below. For an overview of Activate, see the Activate Overview article.

This article walks through:

• Access the Act Page
• Act Page Overview

To view an overview video:

• Overview Video

Access the Act Page

You access the Act page directly from the navigation bar.

1. Log in to the People Insights Platform.

2. In the navigation bar, click Act.

Act Page Overview

The Act page is divided into two main sections - Active Action Plans and Action Feed -  and links out to action planning, nudge preferences, and the Act Metrics dashboard (Administrators and HR users).

Note: If your organization chooses to create action plans via the Advanced Reporting Dashboard, the Act page will be limited to a list of all current action plans created in the dashboard. Clicking View (in Reporting) will bring you to the action plan within the dashboard, where you can edit, manage, or complete it as needed. Similarly, clicking Create Action Plan on the Act page will redirect you to the Advanced Reporting Dashboard to create the action plan. For more information, see the Create an Action Plan article.

Action Feed

The Action Feed section displays automated reminders and Intelligent Nudges to help you keep your active action plans on track and provide one-click access to make changes if needed (e.g., other action steps may be more appropriate or follow-up dates should change).

Intelligent Nudges proactively deliver behavioral-based recommendations to managers and employees, giving them the skills and knowledge they need to successfully complete action plans and develop better habits over time. All nudges are delivered within the flow of work (e.g., in the Action Feed, or via Microsoft Teams, Slack, email, etc.), making them quick and easy to implement.

Note: Intelligent Nudges are available only with the Activate experience. Without Activate, only the automated action plan reminders display in the Action Feed. For more information, see the Activate Overview article.

Active Action Plans

The Active Action Plans section helps you track action plan progress by displaying cards for all your active action plans that show how many commitments have been completed and provide quick access to make updates. Click View Details for any action plan to make edits, update notes, or mark commitments as done. 

The cards also display the number of Intelligent Nudges received for each action plan. If nudges have been received for an action plan, they also display when you click View Details.

When an action plan is complete, you can archive it. Clicking View All displays all action plans, including archived ones.

Note: Without Activate, no nudges are sent for action plans.

For more information and step-by-step instructions, see the Edit & Manage Action Plans and Complete an Action Plan articles.

Create Action Plans

In the days following reporting access for a new listening event, managers have access to AI-assisted action planning. A prompt in the Action Feed helps them start the process of creating an Intelligent Action Plan.

Note: AI-assisted action planning is available only with the Activate experience. For more information, see the Activate Overview article.

Upon clicking Start Action Plan, the Perceptyx AI Engine recommends the survey items that are most likely to drive impact at that point in time, based on the most recent listening data available for the manager and their team.

From here, the manager can choose to proceed with one of the recommended items and can optionally add up to two commitments, write notes, and choose up to three follow up dates for their commitments.

Each AI-assisted action plan automatically generates nudges for the manager alone (360 events) and/or their team (Point-In-Time events) to help them move forward to successfully complete the plan.

Note: Without Activate, managers manually choose an item to work with and are prompted to add commitments (suggestions available), notes, and follow-up dates. No nudges are sent.

For more information and step-by-step instructions, see the Create an Action Plan article.

Nudge Preferences

Intelligent Nudges are designed to promote behavior change not only at the organizational level but at the personal level too. All users can set their nudge preferences by providing optional information about their role and selecting up to three personal focus areas. The Perceptyx AI engine uses this information to personalize the nudges the user receives.

Act Metrics Dashboard

Administrators can track nudge engagement data on the Act Metrics dashboard. Data includes activity personas, nudge themes selected as personal focus areas, and nudges viewed over time. 

Administrators and HR users can also track action plan engagement data on the Act Metrics dashboard. Data includes the top survey items used in action plans and a participation breakdown by user status (e.g., manager or overall). There’s also a search feature to search for action plans for specific employees and provide appropriate feedback and support for those who need help getting started or following up with the process. A download feature enables users to download details for all action plans created for a specific listening event.

Note: Action plan metrics are available for Administrators and HR users. Nudge engagement data is available for Administrators only.

Overview Video