Managers Managers


We have several resources available to assist you in leveraging the UCSF engagement survey results and take actions that help to build and sustain your team's engagement year 'round.


Get ready for the 2023 survey!


Managers are asked to please complete the following action items to ensure your team is ready for the 2023 staff engagement survey:

Find more resources for each to-do item below.

Confirm Your HR Umbrella Roster - by Feb 14, 2023

Colleague helps instruct how to log on computer

Ensure your team is accurately captured for the staff engagement survey by updating your HR Umbrella roster.

  • If your roster is correct, no action is needed!
  • If you need to update your roster, reference the “Roster Quick Guides” available in the Roster section of HR Umbrella.
  • Questions?
    Health Managers: submit a PeopleConnect Inquiry Ticket or contact your primary HR Generalist.
    Campus Managers: email [email protected]

Your Engagement Ambassador

Manager looking ahead while ambassador works with team

Each team should have an Engagement Ambassador. Managers are recommended to nominate at least one per 40 staff members and per shift. ​​​​​The best candidates are non-supervisory, trusted by both managers and staff, and enthusiastic about inspiring their teammates to participate in engagement activities.

Confirm your current Ambassador or nominate a new Ambassador for the 2023-2024 survey year by Febrary 28, 2023:

Nominate Ambassador

Ambassadors and Managers work in partnership to facilitate survey participation and provide peer guidance with engagement action planning, supporting the co-creation of an environment where your team's engagement can thrive.

Action  Planning


Creating Action Plans

Where the engagement survey is a snapshot of your team's state once a year, action planning is key to creating an engaging envirionment throughout the year.

Action Labs 

Navigating today's priorities of financial health, racial injustice, and the COVID-19 surge as a supervisor or manager? Action Labs help define a clear set of actions you can take in support of the organizational priorities.

Track Action Plans in HR Umbrella

By March 1, FAS and Health managers are asked to mark completed action items in HR Umbrella (via MyAccess).

All UCSF entities may still enter Action Plans Gallup Access if they wish, but only action plans entered in HR Umbrella will be tracked for goal completion purposes.

Check out instructional videos (MyAccess login required) for how:

Questions? HR Umbrella is supported by [email protected]

Track Development Plans in HR Umbrella

By June 30, Health Managers at S1 level and above are asked to upload your development plan to HR Umbrella (via MyAccess).

Check out instructional videos (MyAccess login required) for how:

    Want to learn more about the development planning process?

    Check out our Performance Management Process eCourse


    Survey Results for My Team New

      Survey results for 2022 & previous years are now posted on Gallup Access (


      • Engagement Survey Request Form ​​​​​​- for delegate/manager survey reporting and action planning requests
      • Gallup support desk (888) 486-9104 (24/7) - for general issues with the Gallup Access portal

      L&OD Mentoring Program

      Mentoring Program

      The UCSF L&OD Mentoring Program is for UCSF employees, implemented by several teams - including Staff Engagement Ambassadors - to help employees continue to develop their skill set and learn and grow at UCSF.

      This program is designed to help improve Employee Engagement, specifically related to
      "I have had opportunities at work to learn and grow." (Gallup Q12)

      The program includes several tools and online resources to help you administer a mentoring program within your department or team.

      Currently undergoing revision, with more info to be announced.
      In the meantime, check out the L&OD Mentoring Program Orientation eCourse.