Available for the following HR plans: Platinum
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
- Click the Development menu.
- Click the 1:1s submenu.
- Click the Manage Templates button.
- Click the Hero Templates tab.
- Click the Use button.
- Review the template.
- Make any required changes.
- Click the Save button.
- Click the Development menu.
- Click the 1:1s submenu.
- Click the Manage Templates button.
- Click the Company Templates tab.
- Click the New Company Template button.
- Complete the following fields:
- Template name.
- Description.
- Talking points.
- Click the Save button.
Editing data
- Click the Development menu.
- Click the 1:1s submenu.
- Click the Manage Templates button.
- Click the Company Templates tab.
- Click the Actions button.
- Click the Edit button.
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.
- Make the required changes.
- Click the Save button.
Removing data
- Click the Development menu.
- Click the 1:1s submenu.
- Click the Manage Templates button.
- Click the Company Templates tab.
- Click the Actions button.
- Click the Delete button.
- 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.
Explore related content
- Running a One-on-One (1:1) Session You can create a scheduled one-on-one session with your employees, including the ability to create pre-set and ad hoc talking points.
- Sending and requesting feedback The Feedback feature allows all users to give and receive feedback that an employee and manager can then view.