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How do I create a new Action Item? (video)

Andrew -

Actions Items are a great way for Administrators to:

  • Notify Team Members of New Requirements,
  • Provide Team Members with New Information, and
  • Send Documents to Team Members and Require e-Signature.

Action Items can take the following formats:

  • Acknowledge a Message,
  • Read a Document,
  • Watch a Video, or
  • Link to Something.

Action Items can also block a team member’s access to PeopleMatter until the item is complete.

 

To create an Action Item:

  • Click WorkSpaces.
  • Under your organization's name, click Administrator.
  • The Administrator WorkSpace or HOME tab will appear.  Click Go To My Action Items on the right.

  • Click Create New Action Item.

  • The form will open on the left.  
  • All fields with a blue asterisk are required. Enter the following information:
    • Title.
      • Notice you can create a Spanish version of the Action Item.  Important: PeopleMatter will not translate this information for you; you will need to enter the text in Spanish if you choose to use this feature.
    • Description or Directions.
      • Notice you can create a Spanish version of the Action Item.  Important: PeopleMatter will not translate this information for you; you will need to enter the text in Spanish if you choose to use this feature.
    • For What do you need the receiver to do?, you have four options:
      • Acknowledge a Message - Use this if you want the Team Member to confirm they have read the new information.  Enter the Message. 
      • Read a Document - Use this if you want the Team Member to read a document.  Upload the document in PDF format. 
      • Watch a Video - Use this if you want the Team Member to watch a video file.  Upload the video file.
      • Link to Something - Use this if you want the Team Member to view information on another website or online location.  Enter the web address. 

      • For Do you want this action to block entry into your business?, you have two options:
        • No, Item will appear on the receiver’s notifications feed - indicates that the Team Member can still use PeopleMatter without completing the action item first.
        • Yes, Block entry to this business until the action item is complete - indicates that the Team Member must complete the action item before taking additional action within PeopleMatter. 

 

      • Due Date - Use the calendar to select.  This is the date that the Action Item completion will be required.  
      • Expiration Date - Use the calendar to select.  This is the date that the Action Item will no longer appear or be available. This field is NOT mandatory, and leaving it blank will allow the Action Item to be viewed at any future date.
      • Under Send To, you have three options:
        • Person - Use this if you want to indicate a specific individual or individuals.  Then select the individual(s). 
        • Specific Role - Use this if you want to indicate users with specific PeopleMatter Administrative Roles.  Then select the roles. 
        • Specific Job - Use this if you want to indicate specific positions within your organization. Then select the jobs.

      • Click Send.
      • PeopleMatter will indicate that your upload has been successful. Click Okay.
      • Under My Sent Action Items, the action item will appear on the list as Active. 

 

How do Team Members Review and Completion Action Items?

  • Email Address - If the email address is on file, the Team Member will receive an email which will prompt them with a link to log in to PeopleMatter and complete the Action Item.  
  • No Email Address - If the Team Member does not have an email address on file, the individual will view the Action Item from Notifications within their PeopleMatter account.
  • Mobile App - If the Team Member is using the PeopleMatter Mobile App, the individual can complete the Action Item from their mobile device. This only applies to company-created Action Items.

For additional training regarding Action Items, please view the Require Action Items of Team Members eLearning Lesson:

 

Comments

  • Avatar
    Carla

    Note: If the Action Item has a Word Document and not a PDF, it will not generate the E-Signature date/time stamp when Manager/Admin goes to print completed Action Item. Please attach a PDF if you have a need to print completed Action Item and need e-signature and time stamp of employee.

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