PeopleMatter: How does an Employee Complete an Action Item?

Overview

Team Members can complete Action Items in two ways:

Using PeopleMatter on the web
Using the PeopleMatter Mobile App

Team Members can receive notifications of new Action Items in three 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.
If the team member is using the PeopleMatter Mobile App, the team member can complete the Action Item from their mobile device. This only applies to company-created action items.

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.

PeopleMatter: How do Employees Complete Action Items on the Mobile App?

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Overview

To complete Action Items using PeopleMatter on the web:

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