Action Planning Setup

Action Planning setup

Setup is where HR administrators configure Action Planning for their organization, including the reporting structure, user assignments, Guidance content, and data import/export.

Beta feature. Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.

Admin access required. Only HR Admin, Org Admin, and TalentMap Consultant roles can access Setup.

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Structure tab

The Structure tab configures how the reporting structure tree is built from your participant data.

Mode options

• Level of Authority — Builds the tree from hierarchical field values (for example, Division > Department > Team). Select fields in order from highest to lowest level.

• Reports To — Builds the tree from a direct reporting relationship field.

Building the structure

1. Navigate to Actions > Setup > Structure.

2. Select your preferred mode.

3. Click + ADD LEVEL to add additional hierarchy levels (if using Level of Authority mode).

4. Click GENERATE STRUCTURE to create the tree.

Re-importing a structure. When rebuilding an existing structure, groups matched by email keep their action plans. Plans attached to removed nodes move to a "Review" group at the root for administrator review and reassignment.

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Users tab

The Users tab assigns Compass users to reporting structure nodes.

Structure required first. This tab is locked until a reporting structure is configured in the Structure tab.

When to assign users. You only need to assign users if you want managers and executives to log in to Compass and create, manage, and monitor their own action plans. If your HR team will manage all action plans centrally, you can skip this step.

1. Navigate to Actions > Setup > Users.

2. Upload a file with user emails and field values. The first column must contain user emails. Remaining columns must contain field names matching the tree structure.

3. Select an upload option: Add to existing assignments or Replace all existing assignments.

4. Click Upload.

Accepted file formats: .csv, .xlsx

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Guidance tab

The Guidance tab is where you write the step-by-step instructions managers see when they enter Action Planning.

1. Navigate to Actions > Setup > Guidance.

2. Click EDITING to enter edit mode.

3. Add or update each numbered step with a title and rich-text description.

4. Click the checkmark to save.

You can reference specific action plan templates by name, link to the Results page, and customize language to match your organization.

Keep guidance focused. 4-6 steps work best for manager engagement.

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Import/Export tab

Exporting action plans

1. Navigate to Actions > Setup > Import/Export.

2. Click Export Action Plans.

Compass downloads an Excel spreadsheet containing the reporting structure, plan names, descriptions, statuses, and milestones.

Importing action plans

1. Navigate to Actions > Setup > Import/Export.

2. Upload an Excel or CSV file matching the export format. The file should include tree level columns, an "Action Plan" column, a "Description" column, and milestones if present.

3. Select an import option:

   • Add to existing action plans — Imports new plans without changing existing ones.

   • Replace all existing action plans — Deletes all existing plans and imports from the file.

Replace is permanent. The "Replace all existing action plans" option cannot be undone. Always export your current plans as a backup before using this option. {% endhint %}