Schedule a growth plan check-in conversation

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Use the Conversations module to schedule a check-in conversation with your employee or manager about a growth plan explicitly related to the employee's career advancement within your organization.

    Before you begin

    You must install the Career Conversations (Career Conversations) application to use the Conversations module.

    You must provide employees of your organization with an Talent license to enable access to the Conversations module. For more information about employee licensing, refer to License Talent Development users.

    You must configure integration between the Career Conversations application and Microsoft® Outlook®. This integration enables you to view your employee or manager's calendar as it appears in Microsoft Outlook so you can schedule a meeting for your conversation during the conversation creation process. For more information about the integration process with Microsoft Outlook, refer to Integrating with Microsoft Outlook.

    You must update system properties to enable integration between the Career Conversations application and Microsoft Outlook. For more information about updating the required system properties, refer to Set system properties for Microsoft Outlook integration with the Career Conversations app.

    An employee must create and share a growth plan with their manager.

    Role required: employee [sn_egd_act.employee] or manager [sn_egd_act.manager]

    Procedure

    1. Navigate to All > Self-Service > Employee Center.
    2. Use the navigation path that corresponds to your role within your organization to access the Growth plans module.
      RolePath
      Employee Your career > Growth plans
      Manager Your team > Growth plans
    3. Use the widget that corresponds to your role within your organization to select the growth plan for which you want to create a conversation.
      RoleWidget
      Employee Your growth plans
      Manager Your team's growth plans
    4. In the topic header widget, select the More growth plan actions (vertical ellipsis) icon.
      Tip:
      The topic header widget is the widget that reflects the name of the growth plan.
    5. Select Edit plan.
    6. In the Plan activities widget, select the Add an activity drop-down list.
    7. Select Check-in.
      The Add check-in activity panel appears.
    8. Select Add.
      A new activity for a check-in conversation appears in the Plan activities widget.
    9. Select the activity for the check-in conversation you created.
      The Activity details panel appears.
    10. Select Schedule conversation.
      The Schedule a conversation panel appears.
    11. In the panel, set the following fields.
      Table 1. Schedule a conversation panel
      Field Description
      Conversation title Name of the conversation. This field is automatically set to Check in and review your progress with your manager.

      You can change the value.
      Date Date of the conversation. The format is <YYYY-MM-DD>. You can use the Show Calendar for Date icon to select a date.
      Start The time at which the meeting starts. You can use the calendar that appears in this panel to determine availability for the date you specified in the Date field.
      End The time at which the meeting ends. You can use the calendar that appears in this panel to determine availability for the date you specified in the Date field.
    12. Select Send invite.

    Result

    A meeting for a conversation is scheduled on both yours and the recipient's calendar in Microsoft Outlook.

    What to do next

    Update the agenda for your upcoming conversation by using the link in the meeting invitation email.