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.
- Overview
- Requirements
- Access User-Created Templates
- Create User-Created Templates
- Edit User-Created Templates
- Clone a Template
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:
- Click 1-on-1s in the left-hand navigation menu
- 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:
- From the Your Templates tab, click New Template in the top-right to open the New 1-on-1 Template modal
- Enter a name for the template and click Save and Continue to navigate to the template creator
- Click the + icon to expand a menu with possible questions and Conversation Boosters (Figure A)
- Click the appropriate question type or Add to Template for a Conversation Booster to add it to the template
- Once added to the template, configure the question or Conversation Booster
- Once configured, click Add to include the question in the template
- Repeat steps 3-6 to add additional questions to the template
- Optionally, click the edit icon corresponding to Template Name to update the template name (Figure B)
- Optionally, click the edit icon corresponding to Can be launched in to specify if additional non-English languages should be supported (Figure B)
- Click Preview Template along the banner to verify and confirm the template's setup
- Click Finalize & Activate
Edit User-Created Templates
To edit a 1-on-1/Performance Review template you created:
- From the Your Templates tab, click Edit for the corresponding template
- Click on the template section header, question, or Conversation Booster's corresponding ⋮ icon
- Click Edit to view the header, question, or Conversation Booster's settings
- Make the necessary edits
- 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:
- From the Your Templates tab, click and navigate to the Organization Templates tab
- Click Copy for the corresponding template
- Enter a name for the template and click Save to navigate to the template creator
- Add new questions or edit existing questions
- Click Preview Template along the banner to verify and confirm the template's setup
- Click Finalize & Activate