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Configuring one-on-one (1:1) templates

Updated

Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following User Access levels: Admin

Admins can create templates for one-on-one meetings that managers within their organisation can use for sessions with their personnel. Employment Hero offers pre-designed templates, or you can craft your own from scratch, both options allowing customisation to meet your organisational needs. Additionally, this feature lets you update or delete templates as necessary if your requirements change or the template becomes irrelevant.

Getting started

Create a template using a provided design
  1. Log in to Employment Hero.
  2. Click the Development menu.
  3. Click the 1:1s submenu.
  4. Click the Manage Templates button.
    screenshot of the one on ones page, highlighting the manage templates button
  5. Click the Hero Templates tab.
  6. Click the Use button.
    screenshot of the hero templates tab, highlighting the use button for a template
  7. Review the template.
  8. Make any required changes.
  9. Click the Save button.
    screenshot of the one on one page, highlighting the save button
Create a template from scratch
  1. Click the Development menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button.
    screenshot of the one on ones page, highlighting the manage templates button
  4. Click the Company Templates tab.
  5. Click the New Company Template button.
    screenshot of the company templates tab, highlighting the new company template button
  6. Complete the following fields:
    • Template name.
    • Description.
    • Talking points.
  7. Click the Save button.
    screenshot of the create meeting template page, highlighting the save button

Editing data

Edit a template
  1. Click the Development menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button. 
    screenshot of the one on ones page, highlighting the manage templates button
  4. Click the Company Templates tab.
  5. Click the Actions button.

  6. Click the Edit button.
    screenshot of the meeting templates page, highlighting the actions dropdown and edit buttons for a template

     

    Important

    If the date and/or time and the talking points are changed, this will save the new date and/or time for the current session. But the change made to the talking point will take effect for future sessions.

    Any changes made to the talking points will take effect in the next session. Although new talking points may be added or edited, the platform will keep the talking points for the current session to preserve any potential notes and their relevance.

  7. Make the required changes.
  8. Click the Save button.
    screenshot of the edit meeting template page, highlighting the save button

Removing data

Delete a template
  1. Click the Development menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button. screenshot of the one on ones page, highlighting the manage templates button
  4. Click the Company Templates tab.
  5. Click the Actions button.
  6. Click the Delete button.
    screenshot of the company templates tab, highlighting the actions dropdown and delete buttons for a template
  7. Click the Delete button.
    screenshot of the delete confirmation popup, where you need to click the delete button

  Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to 1:1 templates with Employment Hero today.

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