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

Updated

Available for the following plans: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following User Access level: Admin    

Admins can create templates for one-on-one meetings that managers within their organization 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 organizational 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. Click the Development menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button.
  4. Click the Hero Templates tab.
  5. Click the Use button.
  6. Review the template.
  7. Make any required changes.
  8. Click 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.
  4. Click on Create Company Templates tab.
  5. Click the New Company Template button.
  6. Complete the following fields:
    • Template name.
    • Description.
    • Talking points.
  7. Click 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. 
  4. Click the Company Templates tab.
  5. Click the Actions button.

  6. 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 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.

Removing data

Delete a template
  1. Click the Development menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button.
  4. Click the Company Templates tab.
  5. Click the Actions button.
  6. Click the Delete button.
  7. Click the Delete button.

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