Update a growth conversation

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

    • Use the Conversations module to update the agenda for an upcoming conversation with your employee or manager. Center the focus of the discussion around the employee's growth and development as a professional within your organization.

    Before you begin

    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.

    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 Conversations module.
      RolePath
      Employee Your career > Conversations
      Manager Your team > Conversations
    3. Use the widget that corresponds to your role within your organization to select the conversation that you want to update.
      RoleWidget
      Employee Your conversations
      Manager
      • Your team's conversation
      • Coming up soon
        Tip:
        This widget reflects conversations that are set to transpire within one week of the system date.
      Tip:
      Employees and managers can use the link in the meeting invitation email to access the agenda for a conversation that is scheduled on their Microsoft® Outlook® calendar.
    4. Optional: Select the Edit details button if you must reschedule your conversation.
      Tip:
      The Conversations module displays the same panel that appears during the conversation creation process when you select this button.
    5. In the Suggested talking points widget, add a suggested talking point that is relevant by selecting the + Add button.
      Tip:
      A suggested talking point must be defined by an administrator for the Suggested talking points widget to appear.
    6. In the Talking points widget, select Add talking point and specify a topic of discussion applicable to the conversation that you want to have with your employee or manager.
      Tip:
      Talking points can be about aspirations or growth plans that employees share with their managers. These aspirations and growth plans appear in the corresponding accordion in the contextual side panel. Employees and managers can use talking points to guide the conversation.

      After you finish conversing about a talking point, you can select the corresponding check box to indicate that the conversation occurred.

    7. In the Action items widget, select Add action item and specify tasks that must be accomplished by you.
      Tip:
      After the action item is completed, you can select the corresponding check box to indicate completion of the task.
    8. In the Your notes widget, select Add notes and enter comments about the conversation that happened with your employee or manager.
      Tip:
      You can use this widget to reflect ideas that surfaced as a result of your conversation or to create reminders for yourself. The information you enter in this widget is only visible to you.

    What to do next

    Managers can manually close a conversation by indicating whether the conversation is canceled or complete. To indicate whether a conversation is canceled or complete, a manager must select the corresponding vertical ellipsis icon. This icon appears in the following locations:
    • To the right of the Edit details button when you are viewing the agenda for a conversation.
    • To the right of the Status column in the Your team's conversations widget.

    Managers can provide a summary to reflect the details of a conversation that transpired when they select the option to complete a conversation. A notification is sent via email to the employee to indicate the conversation is complete. If the manager provided a summary, it is included in the email that the employee receives.