Actionable Items

Who can use this: Everyone

Actionable Items is a unified task queue showing everything that needs your attention in one place.

Accessing Actionable Items

1. Click Actionable Items in the sidebar.
2. The sidebar badge shows the total count of pending items.

What Appears Here

Depending on your role, you will see:

For Employees

Item	Action Required
KPI Self-Assessment pending	Complete and submit your self-assessment
KPI Evaluation ready for response	Accept or dispute your evaluation
Probation review pending signature	Review and acknowledge

For Managers / Team Leads

Item	Action Required
KPI Evaluations to review	Score and submit your manager review
Probation reviews to submit	Complete the probation review form

For HR

Item	Action Required
KPI Evaluations at HR Review stage	Review and submit HR assessment
KPI Evaluations in Disputed status	Handle escalation
Probation reviews to approve	Approve or send back

For Admin

Same as HR, plus any system-level actions.

Using the List

1. Each row shows:

   • Type — What kind of action (KPI, Probation, etc.)
   • Subject — Employee name or evaluation name
   • Status — Current workflow status
   • Due/Created — When it was created or when action is needed

2. Click on any item to navigate directly to the relevant page.

Status Views

You can filter actionable items by status:

• Pending — Items awaiting your action
• Completed — Items you have already acted on
• All — Everything

Count Badge

The sidebar "Actionable Items" link updates its badge count as you complete actions. The number decreases as you work through your queue.