This article is intended for HelloTeam users with ADMIN Access Level
Video Tutorial
Steps to Create Company One on One Templates within HelloTeam:
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.
6. Add Talking Points to the template.
7. When you are complete, click Save.
To edit a Template, select the pencil icon on the far right hand side.
Steps to Select a Template when scheduling a One on One:
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.
2. Click Schedule.
3. Set the Frequency, Duration and the Date.
4. Click Next.
5. Use the dropdown to select a Template.
6. 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.