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Conversation Guide for Team Members

Learn the steps needed to complete a conversation as a team member.

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Written by Support
Updated over 3 weeks ago

This resource will outline the step-by-step process that team members will engage in during conversations with their manager.


Here's How It Works:

Step 1: Start a Conversation

There are 2 ways to start a conversation.

  • Manager starts conversation

    • Manager starts your conversation and an email will be sent to your inbox notifying you.

      Or

  • Team member starts conversation - (This feature must be enabled by your system administrator)

    • Locate your Conversations tab under My Profile and select Start Conversation. You will be redirected to your self-reflection page.


Step 2: Complete your self-reflection

If your manager starts your conversation you will receive an email requesting to begin your self-reflection. Follow the link in the email or log in to your uMap™ account, go to the Conversations tab, and click the arrow next to the relevant conversation.

  • Complete your self-reflection and select Submit my self-reflection.

    • Use the information icon next to questions for some helpful tips.


Step 3: Meet with your manager

  • Your manager will schedule some time with you to discuss your self-reflection, talk about progress, discuss opportunities, and celebrate wins.


Step 4: Review and/or accept your conversation

Review Conversation

  • After your meeting with your manager you will receive an email to review your conversation. Simply follow the link provided in the email or log in to your uMap™ account, then head to the Conversations tab. Select the View icon next to the conversation you would like to review.

    • To see all your conversations in one place, adjust the filters by selecting View All.

Accept Conversation - (This feature must be enabled by your system administrator)

  • Based on your company administrator's settings, you might receive an email prompting you to accept the conversation. Follow the link in the email or log into your uMap™ account, go to the Conversations tab, and click the arrow next to the relevant conversation to review and accept your conversation.


Step 5: Update My Profile

  • Update your Personal and Professional Insights under the My Profile tab with goals, KPI's, and anything else that was discussed during your conversation.


If you still have questions, check out our Help Center for additional resources.

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