HelloTeam

<b>How to create Company One on One templates within HelloTeam </b>

On the left hand side menu, click the dropdown under Organization. 

In the top right hand corner, click + Add Template. 

1. On the left hand side menu, click the dropdown under Organization. 
2. Click Settings. 
3. Select the One on One’s tab. 
4. In the top right hand corner, click + Add Template. 

5. Enter a Title for the Template, as well as a description if you would like. 

To edit a Template, select the pencil icon on the far right hand side. 

<b>How to Select a Template when scheduling a One on One</b>

From the Employee’s profile that you are scheduling the One on One with, click the One on One’s tab.

1. From the Employee’s profile that you are scheduling the One on One with, click the One on One’s tab.

If you are a Manager meeting with your Direct Report, you are able to click the My Team tab on the left hand side menu, then select One on One’s. 

- If you are a Manager meeting with your Direct Report, you are able to click the My Team tab on the left hand side menu, then select One on One’s. 

Set the Frequency, Duration and the Date. 

1. Click Schedule. 
2. Set the Frequency, Duration and the Date. 
3. Click Next. 
4. Use the dropdown to select a Template. 

Select from the list of Company Templates.

If you have created your own template, select use one of your templates and choose from the dropdown. 

If you would like to create a new Template, select Create New and add talking points. When you are finished, select Create. 

- Select from the list of Company Templates.
- If you have created your own template, select use one of your templates and choose from the dropdown. 
- If you would like to create a new Template, select Create New and add talking points. When you are finished, select Create. 