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0 Selected Insights: Totals

0
Total Budget Year to date
0
Total Time Year To Date
Review compliance processes for payroll
10
3
Build Manager 1:1's
0
0
Research Benefits
0
0
Process Payroll
0
0
Set up 2024 Q1 Departmental Meetings
1000000
16
Hire Environmental Chemist
0
0
Transfer DiSC accountability to Jenny
0
0
Look at ADP for Benefits information
0
0
Salary Banding
0
0
Processing Payroll
0
0
Andy's Other Action
0
0
Andy's First Action
0
0
Processing Payroll
0
0
Another Action for Katie
0
0
Katie's First Action
0
0
Processing Payroll
0
0
Eric's Third Action
0
0
Processing Payroll
0
0
Fourth Action
0
0
Build Manager 1:1's
0
0
Research Benefits
0
0
Eric's Third Action
0
0
Eric's Third Action
0
0
Eric's Second Action (Onboarding)
0
0
Eric's First Action
0
0
The Eight Action Added
200
10
Seventh Action Added
0
0
Seventh Action Added
0
0
Sixth Action Co
0
0
Fifth Action
0
0
Fourth Action
0
0
Third Action Co!
0
0
Second Action Co.
0
0
Co First Action
0
0
Develop Innovation campagin
5250
7
Update org map with new CFO
0
1
Capture and document CFO auxillary tasks
0
2
Monitor ERG slack channels
0
10
Designate lactation room
250
2
Benchmark DEIB workshops
500
10
Review SHRM credits for team members
0
2
Re-order CPR poster
25
1
Plan conference calendar for the year
10000
10
Discuss COVID policy with C-suite
0
2
Update managers on 1:1 protocol changes
0
1
Train new FTE on how to manage interns
1000
5
Pair fall interns with FTE
0
2
Update orientation session slides
0
1
Personalize nametags for each intern
100
2
Coordinate fall intern interview times
0
3
Develop fall intern interview schedule
200
3
Parking passes
2000
0.1
Issue intern stipend(s) 2
4500
0.1
Issue intern stipend(s) 1
4500
0.1
Synthesize survey results (staff member review) from all team members
0
2
Fill out 360 review for colleauge
300
0.5
Develop standard intern onboarding process
0
3
Create and send benefits survey for full team
1000
2
Research / benchmark benefits
0
2
Send benefits proposal to team
0
0.1
Action Rename Table 2
1000
500
Build Manager 1:1's
0
0
Another Success
0
0
Another Success
0
0
Processing Payroll
0
0
More Actions Success
0
0
Making a Successful Action
0
0
Another Action Set 2
0
0
Action 2 -main page
0
0
This is Jeff's First Action
0
0
Cool Action
0
0
nnnnn
0
0
ll;;;l
0
0
ygygygy
0
0
mjhgf
0
0
grrr
0
0
again
0
0
work please
0
0
Working Again
0
0
huuhih
0
0
Maxx's None Editing Action
0
0
Max's First Action
0
0
Inside Modal Action Creation
0
0
Inside Modal Action Creation
Researching Benefits
0
0
Build Manager 1:1 Protocol
0
0
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First Name Last Name
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Progress Counter
2
0
/ 100
Actions Added
+ Add Action
Recent Wins
You've not added any wins.
Reflections
You've not added any reflections.
Budget
200.00
0.00
Total Budgeted
Time
Andy's Other Action
N/A
Processing Payroll
N/A
Andy's First Action
Sep 22, 2023
N/A
Stakeholders
Have you reached out to the below Stakeholders recently?
COO
Impact
It may be time to measure the impact your actions are having on:
Engagement

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Action Name
Time
Budget:
Stakeholders
Impact:
Due Date
Processing Payroll
Low
MEDIUM
High
N/A
0.00
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Andy's Other Action
Low
MEDIUM
High
N/A
0.00
N/A
N/A
Positive
Neutral
Negative
N/A
N/A
Andy's First Action
Low
MEDIUM
High
N/A
0.00
N/A
N/A
Positive
Neutral
Negative
N/A
Sep 22, 2023
N/A
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Edit Company Profile

Select one...
Select one...
What is your yearly HR budget?
Your Company Profile
Company Name:
Andy's Company
This is some text inside of a div block.
Headcount Range:
1-10 employees
64f9cccc261fcb2bcb956c20
Industry:
Healthcare
Headquarters:
Columbus, Ohio
Workforce Type:
Frontline
Async
Sync
Remote
Distributed
Yearly HR Budget:
200.00
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Action Types

Current Types
Andy's Other Action Type
Andy's Other Action Type : 64f9cccc261fcb2bcb956c20
Andy's Other Action Type
Andy's Other Action Type : 64f9cccc261fcb2bcb956c20
Andy's other Action Type
Andy's other Action Type : 64f9cccc261fcb2bcb956c20
Task
Task : 64f9cccc261fcb2bcb956c20
Service/Tool
Service/Tool : 64f9cccc261fcb2bcb956c20
Program
Program : 64f9cccc261fcb2bcb956c20
Process
Process : 64f9cccc261fcb2bcb956c20
Process
Process : 64f9cccc261fcb2bcb956c20
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Budget Sources

Add Another Source:
Current Sources
Updates Budget Source
Updates Budget Source : 64f9cccc261fcb2bcb956c20
Andy's Other Budget Source
Andy's Other Budget Source : 64f9cccc261fcb2bcb956c20
IT
IT : 64f9cccc261fcb2bcb956c20
Finance
Finance : 64f9cccc261fcb2bcb956c20
Marketing
Marketing : 64f9cccc261fcb2bcb956c20
Sales
Sales : 64f9cccc261fcb2bcb956c20
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Stakeholders

Update CEO's Name:
Update CFO's Name
Update COO's Name:
Update CTO's Name:
Update CMO's Name:
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Add A Stakeholder Group:
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Current Stakeholders
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
CEO Name
CEO Name : 64d2ae8107cb5afde7abc54c
Managers
Managers :
Marketing
Marketing :
CEO Name
CEO Name :
Sales
Sales :
CEO Name
CEO Name :
Operation
Operations :
Tom Suarez
Tom Suarez : 64d269f21de299be5d60f877
Managers
Managers : 64d269f21de299be5d60f877
Brendon Cooke
Brendon Cooke : 64d269f21de299be5d60f877
Marketing
Marketing : 64d269f21de299be5d60f877
Magnus Dalton
Magnus Dalton : 64d269f21de299be5d60f877
Sales
Sales : 64d269f21de299be5d60f877
Marion Knapp
Marion Knapp : 64d269f21de299be5d60f877
Operation
Operations : 64d269f21de299be5d60f877
Mollie Glover
Mollie Glover : 64d269f21de299be5d60f877
Success CMO
Success CMO : 64c929125a3408a63384cfa2
New Stakeholder Group
New Stakeholder Group : 64cd4d5da1be2602b8a49c3c
Operation
Operations : 64cd4d5da1be2602b8a49c3c
Sales
Sales : 64cd4d5da1be2602b8a49c3c
Marketing : 64cd4d5da1be2602b8a49c3c
Managers
Managers : 64cd4d5da1be2602b8a49c3c
true
Success CEO
Success COO
Success CFO
MLC CEO Name
MLC COO Name
MLC CFO Name
CEO Name
COO Name
CFO Name
CEO
COO
CFO
CE
CO
CF
XEI
COO
CFO
Bill Jacobs
Elliot Allen
Jenn Stevenson
Updated CEO Name
Updated CEO Name : 64cd4d5da1be2602b8a49c3c
James Andrews
James Andrews
Derek Write
Sandy Jacobs
David Kirk
David Kirk
Sally Frank
Jeff Adams
Updated CMO Name
Updated CMO Name : 64cd4d5da1be2602b8a49c3c
Updated COO Name
Updated COO Name : 64cd4d5da1be2602b8a49c3c
Jenni Smith (CFO)
Bill Smith (CEO)
Bill Smith (CEO)
Bill Smith (CEO)

Success Metrics

Success Metric Title:
Metric Type:
Select one...
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Success Metrics
Headcount
Headcount
Again
New SM
Headcount 2
A new Success Metric
A new Success Metric
Headcount

Integrations

google Calendar
Microsoft Outlook
Slack
Gusto
Lattice
Service Now

Account Profile

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Update Email

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Update Password

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