An important part of the performance cycle is the conversations you have about it. In the academy, users can record conversations they have had and share them with their manager. In addition, a manager can also record a conversation they have had with a user.
This article explains how this works.
How do users add a conversation?
Users can navigate to "Conversations" via "My Growth". Here, the user sees an overview of all reports they have created about conversations they have had. In addition, the user can add a new conversation report using the "Add" button.
In the report of a conversation, the user can add the following information:
The subject: This will become the title of the report.
The attendees: Enter the names of the people who were present at the conversation. This information is only used in the report; the conversation is not automatically shared with these attendees.
The date on which the conversation takes place or took place.
A report of the conversation itself.
Any file(s) related to the conversation.
Who the conversation should be shared with. This is always a manager.
In addition, the user can view all reports from the overview and, if necessary, add further details.
How do managers view conversations?
If a conversation has been shared with a manager, the manager can view it via "Insights". To access the conversation, the manager follows these steps:
Click at the top of the screen on "Insights".
Click on "Team Members".
Click on the team member whose shared conversation you want to view. Use the filters if needed to find the team member easily.
Click on "1-on-1 Conversations".
In the overview, all conversations shared with the manager by this user can be viewed. By clicking on a conversation, the manager can see its contents:
The name of the conversation and the date it took place
The people who were present at the conversation
The report of the conversation
Any files related to the conversation
Which managers the conversation was shared with
A manager can only view the conversation, but cannot edit or add to it.
How do managers add a conversation?
To add a report of a conversation you 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 the "1-on-1 Conversations" tab.
Click "Add".
Fill in the conversation details:
The subject of the conversation: This will be the title of the report.
The attendees of the conversation: Enter the names of the people who were present at the conversation. This information is only used in the report; the conversation is not automatically shared with these attendees.
The date on which the conversation takes place or took place.
The report of the conversation itself.
Any file(s) related to the conversation.
Who the conversation should be shared with: The user for whom you are creating the conversation is already prefilled here. You can add additional managers. These can only be managers who also have access to the user.
Click on "Create this report".
The user with whom you have shared the conversation will see it under "Conversations" within "My Growth". Any additional manager the conversation has been shared with will see it on the "Insights" page of the respective user. Only the manager who created the conversation can edit it. The user (and any additional manager) the conversation is shared with cannot make changes.