This article will take you through how to create customized templates for your teams for 1-on-1s. The application comes pre-loaded with several default templates to help you get started. You can edit these pre-existing templates, delete them and create new ones.
To get started head over to 1-on-1s in the Main section on the left.
Editing or Deleting a Template
In the 1-on-1 Templates section, you can add or edit an existing template.
Click on the name of any template to preview the questions. Click on the Actions dropdown to either edit it or delete it completely.
My Templates: Templates you create for your teams will live here. Your templates will be visible to you, anyone that is up your reporting tree (i.e. your manager and their managers), and your direct reports.
Global Templates: Templates that you create for the entire organization will live here. This means that all users in your organization will be able to select these templates when they have 1-on-1s. Only admins can create or delete Global Templates.
Creating a New Template
Click on the + New template button
Now you'll be able to customize your new template with things like a title and description.
Other template settings include:
By default who can read 1-on-1 content: Direct managers, Management trees, Admins
Add / remove agenda items: Both participants, only facilitators or no one
Complete 1-on-1: Both participants or only facilitators
Uncomplete 1-on-1: Only admins or admins and facilitators
Change who can read 1-on-1 content: Both participants, only facilitators or no one
Admins will have the option to make this a global template by checking 'This is a global template'.
Adding Questions and Details
When creating a new template you will have options to add questions and descriptions for these questions to provide context or anything you think is important for an individual to know.
For each question in the example below, an accompanying descriptor is given to provide more information for the individual participating in the 1-on-1. They're used to help initiate thought in case someone is stuck for where to start.
When conducting a 1-on-1 this is how the questions and accompanying descriptors will appear:
You can also add an attachment to the 1-on-1 template. Note: the limit for attachment size is 50MB.
When you are done editing, click Finish editing!