Conversations - Teamleader / manager

Conversations (part 1): Overview and History tab
Who can you have a conversation with? You can only have a conversation with someone from your team. For a user, this means they can only have a conversat...
Mon, 21 Sep, 2020 at 1:32 PM
Conversations (part 2): Plan a conversation
Plan a conversation The first phase of a conversation, is the planning phase. To plan a conversation with someone you need to go to the conversation overvi...
Mon, 21 Sep, 2020 at 12:16 PM
Conversations (part 3): Preparation phase
TABLE OF CONTENTS What is a preparation? How to add/edit your preparation? Visibility of preparation Preparation of team member Preparation of team le...
Fri, 25 Sep, 2020 at 10:46 AM
Conversations (part 4): Talking phase
When it's time to sit down with your team member, you can start the 'talk' phase of the conversation. If your team member's preparation ...
Wed, 30 Sep, 2020 at 11:21 AM
Finish Conversation: Outstanding snapshots
  When you finish a conversation with one of your team members, you will receive the following message if there are still outstanding Snapshots to compl...
Wed, 30 Sep, 2020 at 11:11 AM
Fill in a snapshot inside a conversation
To learn the basics of what a snapshot is and how to fill it in, read this article   By default a snapshot is only visible for teamleaders and admins. But...
Mon, 10 Aug, 2020 at 5:15 PM
Change the date of a finished conversation
Who can do this? A team leader/coach can change the date of a conversation they held with a team member/coachee. An admin can change the date of all conv...
Wed, 17 Jun, 2020 at 6:00 PM
How to re-open a conversation?
It can happen. You just had a productive conversation with your co-worker, but you remember that there was still something you wanted to add. In this case ...
Wed, 30 Sep, 2020 at 1:33 PM
Export conversation to pdf
Who can export it? Both participants of the conversation can export it. For an admin, it depends on the settings of the template the conversation was based...
Wed, 17 Jun, 2020 at 5:46 PM
Notes
Making a note on the Unit4 Talent Management platform is a way to keep track of your to-do’s and thoughts about a member of your organisation (only you can...
Wed, 23 Sep, 2020 at 2:46 PM