Hi everyone - Thanks so much to everyone who joined our 1st Talent session for this month!
🎬 Click here to watch the full session Here
Do not forget to register for our next (and last) session next Thursday!
Here’s a quick recap of what we covered in this session-
📊 Surveys
We walked through how to build company surveys, and use Bob’s open-response analysis (AI-powered) to get faster, richer insights from free-text answers. We noted that surveys are anonymous and that results will only display after the anonymity threshold is met.
Practical tips: pick a clear owner for the survey, preview before launch, and think about how you’ll benchmark results.
➡️ Learn more Here
🔄 Employee lifecycle feedback
Discussed manual vs automated triggers for collecting lifecycle feedback (for example: onboarding, offboarding, role changes) and how to analyze results to identify trends and opportunities for improvement.
Think about which triggers you want to collect manually vs. which you’ll automate up front, and create tasks to automate them.
➡️ Learn more Here
💬 Instant feedback
Covered the “why” and the flow: instant feedback is for recognition, quick notes, or corrective coaching to support continuous improvement (and reduce surprises in reviews).
Best practice: keep entries short, actionable and add private follow-up notes when needed.
➡️ Learn more Here
👥 1:1s
Reviewed how to create recurring 1:1s, use shared vs private notes, and automate scheduling via Tasks/Calendar so managers spend less time on admin and more on development conversations. Templates and private notes help structure meetings and capture actions.
➡️ Learn more Here
Next steps / resources
If you missed the pre-work videos or want the step-by-step checklists, the short online courses in our Training Village will help guide you through the setup.
We also encourage you to post implementation questions in the Talent forum (on this page).
See you on our next session (next Thursday)!