User-Created 1-on-1/Performance Review Templates

As an employee or manager using Quantum Workplace, you can create and manage your own templates for use across 1-on-1s and Performance Reviews.

In this article:

 

Overview

As a Quantum Workplace user, you can create and manage your own templates for use in future user-initiated 1-on-1s.

User-created templates are those created by individual users, rather than the admins of an organization. Once created, you can reuse and modify your templates for future 1-on-1s.

Learn how to start a 1-on-1 with a colleague.

This article is intended for non-admin users. As an admin, learn how to create and manage 1-on-1/Performance Review templates.

Requirements

  • Available to organizations with 1-on-1s enabled

Access User-Created Templates

To access and manage your personal 1-on-1 templates:

  1. Click 1-on-1s in the left-hand navigation menu
  2. Click Your Templates in the top-right to navigate to the Your Templates tab

Create User-Created Templates

To create a personal 1-on-1 template:

  1. From the Your Templates tab, click New Template in the top-right to open the New 1-on-1 Template modal
  2. Enter a name for the template and click Save and Continue to navigate to the template creator
  3. Click the icon to expand a menu with possible questions and Conversation Boosters (Figure A)
  4. Click the appropriate question type or Add to Template for a Conversation Booster to add it to the template
  5. Once added to the template, configure the question or Conversation Booster
  6. Once configured, click Add to include the question in the template
  7. Repeat steps 3-6 to add additional questions to the template
  8. Optionally, click the edit icon corresponding to Template Name to update the template name (Figure B)
  9. Optionally, click the edit icon corresponding to Can be launched in to specify if additional non-English languages should be supported (Figure B)
  10. Click Preview Template along the banner to verify and confirm the template's setup
  11. Click Finalize & Activate 

Edit User-Created Templates

To edit a 1-on-1/Performance Review template you created:

  1. From the Your Templates tab, click Edit for the corresponding template
  2. Click on the template section header, question, or Conversation Booster's corresponding ⋮ icon
  3. Click Edit to view the header, question, or Conversation Booster's settings
  4. Make the necessary edits
  5. Click Save Changes to finalize edits

Clone a Template

Alternatively, clone an existing template to use the template as a starting point for a new template. 

To clone a template:

  1. From the Your Templates tab, click and navigate to the Organization Templates tab
  2. Click Copy for the corresponding template
  3. Enter a name for the template and click Save to navigate to the template creator
  4. Add new questions or edit existing questions
  5. Click Preview Template along the banner to verify and confirm the template's setup
  6. Click Finalize & Activate