Using Conversations

Contents

Access Scheduled Conversations

From the Conversations module, you'll see a list of current conversations along with the conversation name, type and end date. The checkmarks indicate who has completed their step in the process. Gray means that a Conversation participant hasn't shared their answers, while green means that they have:

conversation_list.png

 

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Note: If the participants have had previous conversations, those conversations will be visible on the left-side panel of their current conversation. 

Launch an Anytime Conversation

To launch an anytime Conversation, click "Create" at the top-right corner of the Conversations list page and select a Conversation template from the drop-down menu: 

anytime_conversation.png

Lastly, click "Start". 

Note: Anytime Conversation templates are created by an organization's administrators. For more information on configuring Anytime Conversations, see this article

Take Ownership of a Conversation

Why would I need to transfer a Conversation?

In some cases, a Conversation participant may be promoted or transferred out of their department in the middle of a Conversation cycle. When this happens, current Conversations will need to be assumed by their new manager.

Who can make the transfer?

The new manager can do this by going to:

  1. Conversations
  2. Clicking on the direct report's name in the left-side panel
  3. Clicking into the specific conversation
  4. Answering "Yes" to the ownership prompt

take_ownership.png

Notes:

  • Administrators (even those with Super Admin permissions) cannot complete these steps on behalf of the manager.
  • Only one manager can provide responses in a conversation. Therefore, a transfer should only occur if the direct report's previous manager did not enter their responses. 
  • A new manager cannot take ownership of past conversations.

Request to Edit

In order to reopen a Conversation and add responses, you will need to submit a request to edit. This can be done by going into the Conversation, clicking the gear/sprocket icon (top-right corner) to trigger the drop-down menu, then selecting the "request to edit" option.​

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This action will add your name to the list of requests that are sent via automated email to the organization's administrators once per day. Once the request has been approved or denied, you'll receive an automated email as well. If approved, you will have an additional 7 days to complete the Conversation.

For more information on notifications that pertain to Conversations, see this article.

Skip Level Visibility

What is it?

This feature allows Skip level managers to view the conversations of managers who report to them and can help give leaders in an organization a better idea of what types of conversations are happening on the teams they manage, where they can better support the managers who report to them, and how they can best steer their organizations toward better performance.

How does it work?

Skip level visibility can be enabled by an administrator on a per-template basis to ensure that the conversations that need to be between a manager and their direct report can remain so. As such, some conversations may not visible to Skip level managers. Additionally, some conversations may allow Skip level managers to see one level down, two levels down to all levels downs (if there are more than two levels below them in the reporting hierarchy). 

A user who has direct reports will automatically have a Skip level conversations tab in their Conversations module. This tab has a search field in the top-left corner which allows the Skip level manager to select the manager for whom they wish to view conversations:

skip_level_conversations.png

Note: Skip level manager can see a manager's responses to confidential questions 

View Past Conversations

When a Conversation cycle is over, meaning when you have passed both the due date and any applicable grace period, your Conversation will be placed in the "Past". To locate those Conversations, simply go to the Conversations module and click the drop-down menu to move from "Current" to "Past":

past_conversation.png

Related Downloadable Resource(s)

Conversations User Guide