One on one (1:1) template management | HR Web Platform

Jimmy

Updated 13 March 2023 01:37

Overview;

As an admin, you can create 1:1 templates that managers within your organisation can then use as a building base when setting up a meeting with their employees. These templates can range from end of probation check-ins, performance meetings right through to structured regular catchups.

This will remove the administrative time it takes managers within your organisation to set up and run a 1:1 with their employees. This will then allow them to spend their time instead checking in on their employees rather than managing the back-end processes.

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.

Availability

HR Plan:

Premium

Platinum

User Access:

Employee

Manager

Admin

This is the default access level, excluding any changes made via our Custom Security feature.

Getting started

Create a template using a provided design

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 and make any required changes.
Click the Save button.

Create a template from scratch

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.

Maintain

Edit a template

Click the Development menu.
Click the 1:1s submenu.
Click the Manage Templates button.
Click the Meeting Templates tab.
Click the Actions button.
Click the Edit button.
Make the required changes and click the Save button.

Delete a template

Click the Development menu.
Click the 1:1s submenu.
Click the Manage Templates button.
Click the Meeting Templates tab.
Click the Actions button.
Click the Delete button.
Click the Delete button.

Author recommended

So you have now created a one-on-one template and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

HR Platform: Running a One on One (1:1) Session You can create a scheduled one on one with your employees, including the ability to create pre-set and ad hoc talking points. There are also note taking and commenting features, allowing you and your employee to record the conversation that takes place.
HR Platform: Peer to Peer Feedback This feature allows all users to give and receive feedback and collates each piece of feedback in one section for an employee and manager to review.