Who can use this feature?
Survey creators, Account administrators, Surveys administrators, Survey admins, Report owners, Report viewers.
Available on:
All Culture Amp subscriptions that include Engagement, Manager, Team, and Individual Effectiveness surveys. Not available for Onboard/Exit surveys.
The Action Framework is a powerful set of tools designed to help managers take meaningful action based on employee feedback. Using the Action Framework, managers can confidently:
Identify impactful focus areas in response to employee feedback.
Get inspiration from how others have addressed similar challenges.
Take action with their team, without needing HR or upper management to lead the way.
Gather feedback on the effectiveness of the actions they’ve taken.
Accessing the Take Action option
You can use the Take Action feature in shared reports that include this option. While anyone with access to a shared report can take action, it's common for department managers to be assigned as report owners for their team’s report (e.g., Finance, Customer Support). Report owners receive prompts to take action based on feedback once the report is shared.
Account admins can also take action on the overall survey admin report, which is visible only to other admin users.
For more information on creating and sharing reports, refer to our creating and sharing reports guide.
Selecting a focus
The first step in taking action is selecting a focus area based on employee feedback. Managers can use the Focus Agent to quickly identify areas that have the most potential for positive impact.
Steps to select a focus:
Go to the Questions report within the survey results.
Click the empty focus flag next to the question you want to focus on.
To remove it, simply click the focus flag again.
Creating an action
After selecting a focus area, you can create an action to address it. The Inspiration Engine is a great tool to help get ideas from other companies that have faced similar challenges. You can either select an action from the list of inspirations or create your own custom action.
Steps to create an action:
Click Take Action from within the survey’s report.
Click Create action on one of the focus areas.
Review suggested actions from the Inspiration Engine or enter your own. Click Next.
Customize the action to suit your needs and click Finish.
Tracking progress and completing actions
You can easily track the progress of actions you’ve created by checking which ones are in progress, overdue, or completed.
To complete an action:
Go to the Action Card
Click Mark action as complete.
To edit, delete or undo complete:
Click on the menu (three dots) in the top-right corner of the card.
Select Edit, Delete, or Undo complete.
To find your actions, go to Action plans or Goals > Action plans (for Performance Users) in the navigation bar.
Action plans refer to actions you have created
Company Actions refer to actions that have been created by others, on reports shared with you.
You can also view actions by clicking the green Take action button in the top right corner of the survey report you have access to.
Just a heads-up: if you lose access to a report, you won’t be able to see any actions linked to it, no matter who created them.
Measuring your actions
Once an action is complete, managers can request feedback from their team to measure its effectiveness. This is done through a short, two-question survey.
Steps to get team feedback:
On the Action Card, click Ask for feedback.
Optional: Click Preview questions to review the survey questions.
Click Send Survey Now to send a two-question survey to the team.
The survey is sent to team members based on the demographic value of the shared report. For example, if the report is for Department > Finance, only employees in that department at the time of sending will receive the survey.
Viewing feedback results
As the team completes the feedback survey, results will appear on the Action Card, helping to evaluate the impact of the actions.
FAQs
Is it possible to customize the questions in the Team Feedback Survey?
Is it possible to customize the questions in the Team Feedback Survey?
No, the questions cannot be customized.
Can admins take actions on any shared report?
Can admins take actions on any shared report?
Yes, admins can take action on any shared report where the Take Action feature is enabled, using the report's preview mode. The admin's name will be displayed alongside the action they create.
Can admins create an action and then assign it to another user?
Can admins create an action and then assign it to another user?
No, actions cannot be reassigned to another user. The name of the person who created the action will always appear on the action card but any report owner or viewer can still view the action.
Who can create actions?
Who can create actions?
Report owners, viewers, and admins can create actions. However, report owners will receive notifications to drive the action process on the report.
Can admins send the team feedback survey on behalf of managers if the admin did not create the action?
Can admins send the team feedback survey on behalf of managers if the admin did not create the action?
Yes, admins can send the team feedback survey for any action created by another user.
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