Schedule a growth conversation

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

    • Use the Conversations module to simultaneously create and schedule a one-time or recurring conversation with your employee or manager. For each conversation you schedule, discuss the employee's growth and development as a professional 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.

    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. Select the Schedule conversation button.
      The Schedule a conversation panel appears.
    4. In the panel, set the following fields.
      Table 1. Schedule a conversation panel
      Field Description
      Have this conversation with The employee or manager with whom you want to converse.
      Conversation title Name of the conversation. Depending on your role within your organization, this field is automatically set to one of the following options:
      • Conversation with <employee first name>
      • Conversation with <manager first name>
      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.
      Reoccurs The frequency at which the conversation occurs.
    5. 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 an option that corresponds to your role within your organization:
    Employees
    Use the Your conversations widget to access the conversation you created.
    Managers
    • Use the Your team's conversations widget to access the conversation you created.
    • Use the Coming up soon widget to access the conversation you created if it transpires within one week.
    Employees and managers
    Use the link in the meeting invitation email.