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.


Survey Results for My Team New

    Survey results for 2023 will be available May 16 on Gallup Access (
    Survey results for 2022 previous years are also 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

    Action  Planning

    Where the engagement survey is a snapshot of your team's state once a year, action planning creates an engaging environment throughout the year.


    Creating Action Plans

    Going deeper & connecting your survey results to your action plans:


    Tracking Your Plans

    Want to make that red flag go away in HR Umbrella?

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

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


    Track Action Plans in HR Umbrella

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

    Instructional videos (MyAccess login required):

    HR Umbrella is supported by [email protected]

    Track Development Plans in HR Umbrella

    Instructional videos (MyAccess login required):

      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: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.

      Staff Engagement Survey - Manager Resources

      Access the survey in 1 of 3 ways before May 5th:

      More about the survey 

      April 11 - May 5, encourage staff to "Be Heard!"

      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 (via MyAccess).

      • 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]