How Do I Approve My Employee's Action Plan?
Last updated: November 5, 2026
Required permissions:
No special permission is required to approve an Action Plan that you created or that you're a Co-Coach on.
The Coaching: All Access permission is required to approve Action Plans where you are not the manager or Co-Coach.
Approve an Employee's Action Plan
After an employee submits their Action Plan for review, the manager approves it by taking the steps below:
Head to Coach --> Sessions.
Click on the name of the Session that the Action Plan is linked to.
Go to the Action Plans tab and view the Current Action Plan.
Review the employee's replies.
Click on Mark as Complete.
Note:
Mark as Complete will only appear after the employee clicks on Submit for Review.