# Guidance Page

The Guidance page is the first thing managers and executives see when they open Action Planning. It provides step-by-step instructions configured by your HR administrator to walk you through the action planning process.

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**Beta feature.** Action Planning is currently available as a beta release. Features and interface details may change as we refine the experience.
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### What you see as a manager

The Guidance page displays numbered steps walking you through the action planning workflow. A typical setup includes:

1. **Welcome** — Overview of what action planning is and why it matters.
2. **Review your results** — Directions to check the Results page for strengths and opportunities.
3. **Choose your action plans** — How to select from the template library (with specific plan recommendations).
4. **Work through your milestones** — How to assign owners, set dates, and build momentum.
5. **Track your progress** — How to use the Status page for ongoing check-ins.

Your HR administrator customizes this content to match your organization's language and priorities.

<figure><img src="https://2141019757-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBpBg0aV8RJEUOP2B5Hh4%2Fuploads%2FzZcjrrngZCOWoQttj5FA%2FScreenshot%202026-04-03%20at%2011.42.42%E2%80%AFAM.png?alt=media&#x26;token=46b16ef5-87e0-404d-bb93-a334f56fb8dd" alt=""><figcaption></figcaption></figure>

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### Configuring Guidance content (HR administrators)

You write and manage Guidance content in **Setup** > **Guidance** tab.

1. Navigate to **Actions** > **Setup**.
2. Click the **Guidance** tab.
3. Click **EDITING** to enter edit mode.
4. Add or update each numbered step with a title and rich-text description.
5. Click the checkmark to save your changes.

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

<figure><img src="https://2141019757-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBpBg0aV8RJEUOP2B5Hh4%2Fuploads%2FeRA0Bg6fmmI9ZO8hheCs%2FScreenshot%202026-04-03%20at%2011.43.45%E2%80%AFAM.png?alt=media&#x26;token=a3c1f46d-9486-4161-add0-8b025d9fe8e6" alt=""><figcaption></figcaption></figure>

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**Keep it concise.** 4-6 steps work best. Managers are more likely to follow through when guidance is clear and focused.
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