At its core, Conversations is designed improve team performance and employee well-being through regular, meaningful conversations between manager and employee.

Using our Scheduling tool, Managers are able to schedule a series of Conversations with their employees with a weekly or monthly cadence. This allows the participants access to prepare for any upcoming session.

To get started, navigate to the Manager space from top-navigation where you get an overview of all the upcoming Conversations with your employees.

Simply click on the "New Conversation" option from the top right-hand corner.

You will now see different options:

Conversations allow you to search and select the employee whom you are scheduling a Conversation with.

eloomi pre-populates a Title for each Conversation, for example, Manager > Employee (coffee cup) However this can also be customized.

Selecting a Date and Time creates the Calendar invite and sends an email to both participants of the Conversation. Please note, that this invite does not include a Microsoft Teams link or similar. This will need to be added manually.

You can choose the Duration of the conversation. This is set to 30 minutes by default.

The last section allows the Manager to choose whether it is only a one-off session or a regular cadence. Choosing Yes on Automatic closing will close the Conversation after the period expires. Once a conversation has been closed, you can view the closed conversation but it will not be possible to re-open and make changes to it.

While creating a Conversation, you can choose whether it is a weekly or monthly cadence for the next calendar year. This will create a unique Conversation for each occurrence. The end date for each series is automatically set to be a year after the first date.

The above steps will Schedule a Conversation :)

Once you have created the Conversation, you have the option to easily navigate through all Conversations in a series through the top component. This can prove to be extremely powerful from your perspective to navigate and review your notes, Action Items from any specific occurrence from a series of Conversations with your employee

The series of Conversations can be edited or canceled from inside any of the Conversations by clicking the 3 dots in the top-right of the screen > Reschedule> All conversations in this series.

It is important to note that updating a series of Conversations will only impact un-finalized Conversations. An individual Conversation that is part of the larger series can also individually be rescheduled, which will only affect this one Conversation's date and time, while the rest of the series remains unchanged.

An individual Conversation which is part of the larger series can also individually be re-scheduled, which will only affect this one Conversation date and time, while the rest of the series remains unchanged.

Scheduling a series of conversations will send out an email to the employee which will add calendar events for them by the scheduled series.
When the series is rescheduled, a new email updates the series. The same goes for updating a single entry in the series, which will only update the single event.