Funkcióútmutatók
Development Dialogues

Development Dialogue Batches & Workflows

Development Dialogues are structured reviews — annual reviews, reviews, or performance conversations — between managers and employees. Key Users define which groups hold reviews, when, and in what order (workflow). Managers then schedule and run the review inside Leadbacker, with relevant data from My360 and OKRs surfaced automatically at each step.

Ki használhatja ezt a funkciót

  • Key User — creates batches and configures workflows
  • Leadbacker — schedules and runs reviews
  • Feedbacker — participates when invited to a review

Előfeltételek

  • Key User role to create batches
  • Users must have seniority and department set in their profiles
  • Pre-evaluation templates must exist before a review batch uses an Initial Check step

Lépések

Create a review batch (Key User)

  1. 1Go to Development Path > Company Reviews & Measures.
  2. 2Start a new batch and select your target group: seniority, department, and location.
  3. 3Set the time frame (start and end date) for when reviews should happen.
  4. 4Click Edit Workflow to customize steps, or leave it to use the Leadbacker Best Practice Workflow.
  5. 5Confirm the user count and click Create Batch.

Available workflow steps

  • Initial Check — shows pre-evaluation results from a template you select
  • LB Insights — My360 / My Overview — surfaces feedback data (Leadbacker role only)
  • Coping & Impact Matrix — leadership reflection tool (Leadbacker role only)
  • Two-way Feedback — real-time feedback exchange between both participants
  • Objectives & Key Results — review OKR progress
  • Development Path — check and update development actions
  • Download / Upload Document — attach supporting documents to the review
Access by HR and PDF export are always the final steps and cannot be removed or reordered.

Manage and monitor batches

  1. 1View active batches under Development Path > Company Reviews & Measures.
  2. 2Click Information to check status, or send a reminder to participants.
  3. 3Completed reviews move to the archive automatically.

Schedule a review (Leadbacker)

  1. 1Click your profile picture to open your side profile, then click Schedule review.
  2. 2Enter a title, date, time, and select the participant. Optionally choose a pre-evaluation template.
  3. 3Click Play when it is time to start. Click End review when finished.

Fontos megjegyzések

  • If a user is in two batches, the workflow from the first batch applies.
  • LB Insights and Coping & Impact Matrix steps are only available for Leadbacker-role users.
  • Reviews can also be scheduled by Leadbackers independently, outside of any batch.

GYIK

Kapcsolódó témák

  • Feedback Templates — creating pre-evaluation templates
  • My360 — used in the LB Insights step
  • OKRs — reviewed in the Objectives & Key Results step
03Setting Up and Managing OKRs05 Understanding Leadbacker Reporting

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