Go to "my employees", create a new note, link a survey and set a date for the conversation.
When using Motivati, leaders can write notes that employees can read. If you need to log a conversation, you can find it under "my employees" in the menu.
1. Go to "my employees" and select the employee
2. Go to the "notes" tab and click "new note"
Description of the note
1. Title: Name the note.
2. Linked survey: If you have had a conversation based on a survey, you can choose which survey this was from the list
3. Conversation held: If you have had a conversation, you can set the date for when it occurred.
Caution! If you have linked the note to a survey and have not set a date for when the conversation was held, it will be registered as a draft and the employee will not be able to see the note. Set the date and it will be published.
Note! If you have linked the note to a development conversation/appraisal interview survey containing the Motivation Analysis, you have to set a date for when the conversation was held to be able to see the statistics in the leader's dashboard.
4. Notes: Fill in the note
5. Hidden note: You can hide the note from the employee by ticking off the box.
6. Attachments: Attach relevant files.
Alternative 2:
- Go to an employee's results for preparation for the development conversation
- Click "log conversation" or "log/note" above the analysis to the left
- Set the date for "conversation held"
Where can I see the number of completed personal development conversations?
- Go to role "Leader" in the upper right corner
- First page shown is the dashboard and here you can see the number of completed conversations for the most recent development conversation distribution.
Read: Leader's dashboard