Before You Begin
Only managers can add action items. Talents cannot add their own.
Action items are organized by goal each item is added under the specific goal it supports.
Talents are the only ones who can mark action items as complete.
Action items can be added at any point during the active cycle.
What Action Items Are For
Action items are a checklist of steps that managers add under a talent's goals to help them achieve those goals. Each item is a short piece of guidance something the talent should do to stay on track. Talents see the checklist on their performance profile and check off each item as they complete it.
Adding Action Items
Managers access action items from a goal's detail page inside Performance.
Go to Performance in the top navigation -> PM Goals, or click View All Goals from the Dashboard.
On the Goals tab, make sure All Goals is selected to see your team's goals.
Scroll through the goals list and click the team goal you want to add an action item to.
You'll be directed to the goal's detail page.
In the Actions section, click + Add.
Type the action item and save.
Below the Actions section, managers can also leave a comment for the talent in the Comments section.
📝 Note: Admins can only add comments to talent goals and review progress.
Deleting an Action Item
If an action item is no longer relevant, managers can delete it.
Find the action item on the talent's goal.
Click the delete icon next to the item.
Confirm the deletion in the confirmation dialog.
⚠️ Warning: Deleting an action item is permanent. If the talent had already marked it as complete, that progress is also removed.
Completing Action Items Talent
Talents see all action items as a checklist under each goal on their performance profile.
Go to Performance and open the active cycle.
Navigate to the goal with action items.
Check the box next to an action item once it is done.
The item is marked as complete and the manager or admin can see the updated status.
FAQ
Who can add action items?
Who can add action items?
Only managers can add action items to a talent's goals. Talents cannot add their own.
Who marks action items as complete?
Who marks action items as complete?
Only the talent can check off action items on their performance sheet.
Are action items tied to a specific goal or to the whole sheet?
Are action items tied to a specific goal or to the whole sheet?
Action items are added at the goal level. Each action item belongs to the specific goal it was added under.
Can the manager see which action items the talent has completed?
Can the manager see which action items the talent has completed?
Yes. The manager and admin can see the completion status of each action item from the talent's goal detail page.