An important part of the performance cycle are the conversations related to it. In the academy, users can document and share these conversations with their manager. In addition, a manager can also document a conversation they have had with a user. This article explains how this is done.
How to add a conversation as a user
Via ‘My growth’, you can navigate to ‘Conversations’. Here, you will find an overview of all the reports you have made on your conversations. You can add a new conversation report using the ‘Add’ button. In a conversation report, you can include the following information:
The subject of the conversation, this will become the title of your report.
The attendees of the conversation. Here, enter the names of the individuals who attended the conversation. This information is only used in the report, the conversation will not be automatically shared with the attendees.
The date on which the conversation took place or is scheduled to take place.
A summary of the conversation itself.
File(s) related to the conversation.
Who this conversation is to be shared with. This will always be a manager.
Furthermore, you can open, view, and (if necessary) edit your reports through your overview page.
How to view a conversation as a manager
If a conversation is shared with a manager, the manager can view the conversation via 'Insights'. To view the conversation, the manager needs to follow these steps:
Click on 'Insights' at the top of the screen.
Click on 'Team members'.
Click on the team member whose shared conversation you want to view. Optionally, you can use the filters to easily find the team member.
Click on '1-on-1 conversations'.
In the overview, all the shared conversations of this user can be viewed. By clicking on it, the manager can see the contents of the conversation:
The title of the conversation and the date it took place.
Which individuals attended the conversation.
A report of the conversation.
Potential file(s) related to the conversation.
Which managers the conversation was shared with.
The manager can only view the conversation, he/she cannot edit or supplement it.
How to add a conversation as a manager
To add a conversation report of a conversation you have had with a user (as a manager), follow the steps below:
Click on 'Insights' at the top of the screen.
Go to the 'Team members' tab and select the user for whom you want to record a conversation.
Click on the '1-on-1 Conversations' tab.
Click on the 'Add' button.
Fill in the details of the conversation:
The subject of the conversation, this will become the title of your report.
The attendees of the conversation. Here, enter the names of the people who were present at the conversation. This information is only used in the report, the conversation will not be automatically shared with the attendees.
The date on which the conversation took place or is scheduled to take place.
A report of the conversation itself.
File(s) related to the conversation.
Who this conversation is to be shared with. The user for whom you are creating the conversation is already filled in here. You can also add additional managers. This must be managers who also have access to the user.
Click 'Create this report’.
The user with whom you shared the conversation will see it via 'Conversations' under 'My growth'. Any additional manager with whom the conversation is shared with, will see the conversation on the 'Insights' page of the specific user. Only the manager who created the conversation can edit it. The user (and potentially additional manager) with whom it is shared with cannot edit the conversation.