How do I manage my organisation's one on one (1:1) templates via the HR platform?

Available for the following HR plan: Platinum
Available for the following user access level: Admin    

Admins can design templates for one-on-one meetings that their organisation's managers can employ when arranging a session with their personnel. These templates can range from end-of probation check-ins, performance meetings right through to structured regular catchups.

Employment Hero has provided templates you can use within your organisation or you can make your own from scratch. With both options allowing you the freedom to customise the information to suit your organisational requirements. The feature also allows you to edit the information if it changes or delete a template that is no longer relevant.

HR Best Practice

If you are creating your own template from scratch, we recommend including the following points: 

  • What is currently going well? It is important to celebrate successes to boost morale!
  • Discuss any areas of concern or blockers that are preventing your employees from doing their work. It is important to make sure your employees are working as efficiently as possible.
  • How are they feeling overall? It is important to make sure you give your employees a voice to discuss their overall happiness at work, enabling you to resolve and uncover issues sooner rather than later. 

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.
    screenshot of the one on ones page, highlighting the manage templates button
  4. Click the Hero Templates tab.
  5. Click the Use button.
    screenshot of the hero templates tab, highlighting the use button for a template
  6. Review the template.
  7. Make any required changes.
  8. 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 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

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