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How to use Conversations - Introduction
How to use Conversations - Introduction

This article introduces you to Conversations and how to gain full advantage of this functionality in eloomi Infinite.

Zaheer Haral avatar
Written by Zaheer Haral
Updated over a week ago

Conversations in eloomi will help you schedule and prepare for 1-1s and make sure conversations always have structure and have actionable outcomes.


What Are Conversations on eloomi Infinite?


Conversations is the central element of Talent & People Success on eloomi. Here, the manager and employee collaborate around a meaningful and structured conversation with templates for Talking Points, Shared and Private Notes and Action Items.

Managers can quickly schedule a Conversation cadence with their team and get guidance in their dedicated Manager Space with widgets for Required Attention, Sentiment Analysis and Talking Point suggestions.


Advantages of Conversations


With Conversations:

  • You can get a full team overview with conversations scheduling, requires attention widget and sentiment analysis in the manager space

  • You can focus on the right employees and make sure everyone has regular check-ins

  • You can get a quick overview of team well-being and employee temperature development

  • You can quickly schedule a conversation or automate recurring conversations

  • Managers and employees can co-create talking points or agreed action items with instant mobile access

  • You can save time and create inspirational conversations with context based talking point suggestions

  • You can make sure what’s to-do by adding shared and private notes to the conversation

  • Employees can take control of their development in their personal space with full view on upcoming conversations, personal notes and action items

See our brief illustration of Conversations through this Product Tour

We have described the various elements and areas of Conversations in detail below


The Conversations Page


A conversation represents a single or recurring meeting between a manager and their employee on a specific date and time. Both the manager and employee have access to this page as soon as the conversation is scheduled, so they can prepare the talking points they potentially wish to discuss, as well as adding both private and shared notes:

  • Talking points: talking points can be added, updated and checked by either participant, but only the creator of a talking point can delete it afterwards.

  • Talking point suggestions: Allows Manager and Employee access to a Talking Points suggestion modal on the Conversations page. This aggregates and displays various categories and talking point suggestions tied with them. They can easily select and add those talking points to the Conversation at any time without any limits. Read more

  • Shared and Private Notes: During the meeting both managers and employees can add Notes. Each conversation can support a list of shared notes, which are shown to both participants, as well as a single private note for each participant, which is only visible to themselves.

  • Action items: Managers and Employees have the possibility to add Action Items to their Conversation. This will allow for collaborative tracking of To-Do items and communicating next steps. Read more


Scheduling a Conversation


Managers can easily schedule conversations through the Manager tab from top navigation. Conversations can be scheduled as a single event or a recurring check-in between the manager and their employee:

Finally, conversations are meant to be completed when the meeting between the manager and their employee is over. This process can also be automated and will lock any component inside the conversation from being editable, preserving the current state of the conversation. Read more


Manager Space


This page consists of several widgets for different actions:

  • (Coming Soon!) Sentiment analysis: This area allows for an analysis of existing agenda Items created by Employees and display this for the Manager. Manager will see a Sentiment score for specific Employee or for for all Group members Agenda Items

  • Requires attention widget: This area allows managers to see employees who require immediate attention from a conversations perspective. The idea is to let the manager know which employee has not had a conversation for a longer period of time and still does not have one planned.

  • Upcoming conversations: this space details the most recent upcoming conversation with users based on the nearest date:

Additionally, you are able to see the events that are assigned to a user in this same page. To do this, select the group in the sidebar, select a user, click Learning, then Events. Bringing you to this page:

Here you will see:

  • Total assigned events

  • Future sessions

  • Completed sessions

  • Needs your enrollment

Scrolling down, you can see the individual events that are assigned to you. Here you will see the Title of the event, if you are enrolled, and the status of the event.


Group Conversation Overview


The groups overview allows managers to see all the groups they are a manager for and also see employees from a specific group:

Managers can see a table of all members of the group, which gives an overview of their last and upcoming conversations, as well as allowing the scheduling of conversations from the table if none are scheduled for a given employee.


Employee Conversation Overview


Managers are able to see an overview of all conversations for a specific employee by selecting them from the table or searching for them through the left hand sidebar:

Here they get an overview of conversations for the specific employee, as well as having the ability to create conversations for the given employee.


'For you' Space


This is a new space available to all users to see information relevant to themselves. Currently, it allows access to the users own “My learning” report and their own personal Conversation overview:

The Conversations tab allows users an entry point to see their relevant conversations with Managers. Users are currently not able to create conversations, and only managers are allowed to do so.

In case of any feedback please reach out directly to support@eloomi.com

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