PeopleMatter: How does an Employee Complete an Action Item?

Overview

Team Members can receive notifications of new Action Items in two ways:

• If the team member has an email address 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.  
• If the team member does not have an email address on file, the team member will view the Action Item from Notifications within their PeopleMatter account.

To complete Action Items using PeopleMatter on the web:

• When the team member logs into PeopleMatter, they will see Action Required under Notifications
• Select Notifications > select your organization. 

Fig.1 - Notifications tab

• The Notifications will be displayed
• Select the hyperlink to take action

Fig.2 - Notifications hyperlink

Fig.3 shows how an Action Item displays. At the top, there is an indication of what must be completed. The Action Item prompts the team member on what action to take.

• Follow the prompts to complete the Action Item

Fig.3 - How an action item displays

After completing the Action Item, the notification will update.

Fig.4 - Updated notification

Completed Action Items can also be viewed by the team member from the WorkFile under the My Documents tab along with other e-signed documents.