HR one on one (1:1) templates

Overview 

The HR platform allows you to 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.

Important

Only an Admin can create and manage 1:1 templates.

HR Best Practice

If you are creating your own template from scratch, we would 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. This is important to ensure your employees are working as efficiently as possible.
  • How are they feeling overall? This is important to ensure you give your employees a voice to discuss their overall happiness at work, enabling you to resolve and uncover issues sooner rather than later. 

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting started

Using an Employment Hero template
  1. Click the Coaching menu.
  2. Click the 1:1s submenu. 
  3. Click the Manage Templates button.
    Template_1.jpg
  4. Click the Sample Templates tab.
  5. Click the Use button next to the desired template.
    Template_2.jpg
  6. Review the template and make any required changes.
  7. Click the Save button. Template_3.jpg
Creating your own templates
  1. Click the Coaching menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button.
    Template_1.jpg
  4. Click the Meeting Templates tab.
  5. Click the New Meeting Template button.
    Template_4.jpg
  6. Complete the following fields:
    • Template name.
    • Description.
    • Talking points.
  7. Click the Save button.
    Template_5.jpg

Maintain

Editing a template
  1. Click the Coaching menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button. 
    Template_1.jpg
  4. Click the Meeting Templates tab.
  5. Click the Actions button.
  6. Click the Edit button.
    Template_6.jpg
  7. Make the required changes and click the Save button.
    Template_7.jpg
Deleting a template
  1. Click the Coaching menu.
  2. Click the 1:1s submenu.
  3. Click the Manage Templates button.
    Template_1.jpg
  4. Click the Meeting Templates tab.
  5. Click the Actions button.
  6. Click the Delete button.
    Template_8.jpg
  7. Click the Delete button.
    Template_9.jpg
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