The personal dashboard allows for greater transparency across the board and encourages your employees to provide future feedback while ensuring their voices are heard.
The personal dashboard does not only provide the survey participant with insight into their own lowest and highest scoring drivers, but also the priorities and actions the team is focusing on. This article will guide you, as a leader, on best practices when your organisation starts using the personal dashboard.
When the personal dashboard is enabled, as a leader you will be able to switch between your team's dashboard and your own personal dashboard at ease. Simply click on your profile icon in the top right corner, and choose the dashboard you would like to switch to.
Priorities & actions
The priorities section of the personal dashboard will contain the priorities and actions that an employee's direct manager has set on their My team (direct reports) segment. If you only have a direct reports segment, then this will just be called My team. Therefore, when you view your own personal dashboard, you will see priorities and actions set by your direct manager, whereas when your direct reports view their personal dashboards, they will see the priorities and actions set by yourself.
Furthermore, employees will be able to click on each action to learn more about the action. This will contain the description, driver, deadline, checklist and the date added, so it is a good idea to be as thorough and descriptive as possible, when adding your actions.
Setting a priority
Depending on your company settings, Peakon will suggest priorities for you based on your team's feedback after the close of each survey round. When presented with suggested priorities, you can accept or reject each priority. Accepting a priority will automatically make it appear on your team's personal dashboard. Furthermore, when enabled, you can also choose your own priorities, even if they have not been set or suggested by the system.
Keep in mind that some priorities may be more of "long term" priorities, which may require long term thinking and collaboration to improve. It is completely fine to keep the same priorities from one survey round to the next, if that is something you are working on as a long-term goal.
Note: If you do not set priorities, nothing will be visible for your employees, so it is important to set priorities from within your manager dashboard.
Adding an action
For employees to have visibility on the things you’re working on, you need to set priorities for your team from your manager dashboard, and the actions need to be linked to these priorities.
To add an action to a priority, simply pick the priority you want to focus on, go to its Improve tab and add one of the suggested actions or create your own. From there, you will be able to customize it based on your requirements, as well as add specific tasks you wish to complete.
To help with understanding and creating your action plan, we recommend reading this article to get you started. It can also be a good idea to discuss the results with your team and set the action plan together, allowing for employees to take ownership of some of the actions.
Frequently asked questions
When I interact with my employees through the comment functionality, will I be able to see who made the comment?
Feedback submitted by your employees remains anonymous and is not visible in the personal dashboard. When responding to or acknowledging a comment, the employee will be notified by email.
How can I track the progress of my team’s actions?
Your own personal personal dashboard will provide you with more visibility on the priorities and actions identified by your manager.
If your direct reports have teams of their own, you will be able to see the progress of their actions and tasks as part of your manager dashboard, and not your personal personal dashboard. This will be visible in your 'All reports' context, because in your 'Direct reports' context the direct reports exist as survey participants, and not managers. To see your direct report actions for their teams, within the All reports context, go to the Action plan page in the left menu, and then click into the My team actions tab.
If I assign a priority to my "All reports" segment, will that appear in anyone's personal dashboard?
No, the personal dashboard only shows priorities from the My team (Direct reports) level (or if you only have direct reports, this is just called My team).
What happens if I don't set any priorities?
When no priorities are set, the priority and action area simply shows an empty state.
I don't have enough data on my dashboard, what should I do?
If your team has not met the data visibility requirements set by your company, it does mean that it will not be possible to view any survey data. You can still set priorities manually (if enabled by your company) based on your own knowledge of the team, and base your action plan on that.
Article: Using your personal dashboard