This article is intended for Paychex Flex® Engage users with the following access:
Users with ADMIN Access Level
Steps to Create Company One-on-One Templates
On the left hand side menu, click the dropdown under Organization.
Click Settings.
Select the One on One’s tab.
In the top right hand corner, click + Add Template.
Enter a Title for the Template, as well as a Description if you would like.
Add Talking Points to the template.
When you are complete, click Save.
Editing a Template
Select the pencil icon on the far right hand side.
Selecting a Template when Scheduling a One-on-One:
From the Employee’s profile that you are scheduling the One on One with,
click the One-on-One’s tab.
If you are a Manager meeting with your Direct Report, you are able to click the My Team tab on the left hand side menu, then select One-on-One’s.
We discuss the intricacies of selecting templates in our One-on-One: Scheduling article.