As an administrator, you can create conversation templates that managers use when starting conversations — whether it's a performance review, a check-in, or a recurring weekly meeting.
Note: A template is just a set of questions and talking points. The actual discussion is created separately under Discussion module.
How to create a template
Click the role icon in the bottom left and select Settings.
Under Templates in the left menu, select Discussions.
Click Create and give the template a name and again click Create.
Click the new template to open it. Here you can add a description and your questions.
Enter each question or topic on its own line. You can ignore the "Answer" field below each question — the employee fills in their response in free text during the discussion.