Below, we'd like to gather some talking points for you to include in your email communication when rolling out Leapsome.
Please copy what fits your company best and paste the respective part about the module you want to introduce. Of course, you can always customize the text.
Getting Started with Leapsome
On [XX.XX.XXXX], you will receive a personal invite via email to join Leapsome. Simply click on the link and create a user account. [Please use Single-Sign-On via Gmail / Office365 / specify or remove].
So that you know, you will receive a notification or reminder via email whenever a new action is required [in the 'Personal settings' on the 'Home' tab in the Leapsome platform, you can also enable Slack notifications]. Additionally, you will see all your to-dos under 'Your checklist' on the home tab in Leapsome.
Reviews
The Leapsome review module allows us to run highly automated [performance / 360° / leadership assessments]. The platform will enable us to assess not only performance but also reflect our [name] [values/competencies].
Leapsome reviews make our reviews more standardized and hence fairer, making the review process time-efficient and development-oriented.
[Include if you want to run 360° reviews]
A 360° review is a process in which a participant (or reviewee) receives feedback on their competencies and behavior from different perspectives. Usually, a 360° review includes the participant's manager, direct reports, and/or other colleagues or team members (peers) as reviewers and asks the participant to write a self-evaluation.
The review process we run at [name] will look as follows:
[Please define:
- When will the cycle start, and how often does it take place?
- Who will be assessed by whom (360, manager-direct report, peer-to-peer)?
- What is assessed (values, goals, competencies, open questions)?
- How long will participants have to fill in each step?
- Who will see the assessments/will results be anonymous?]
You will receive email notifications for every step along the process.
You can find a user guide on Leapsome´s review module here.
Goals
Leapsome's goal feature will help us to manage [our OKRs / performance and development goals/individual, team company goals] in a highly interactive way. This not only creates higher transparency but also makes measuring progress easier.
[Please define here:
- Who will be defining goals?
- What is the timeline for drafting and working on goals?
- What is the goal definition process going to be like? E.g. are teams doing workshops or is everyone drafting their own goals?
- What will the visibility be like?
- Are there tags that should be used?]
Here you can find an overview of how to use Leapsome's goal module. Best practices on how to set effective goals can be found here.
Meetings
To run structured 1:1s and team meetings, Leapsome offers the Meetings module.
Using this, you can plan your 1:1's typical agenda and add up-to-date talking points for each meeting. During the meeting, Leapsome allows you to write down meeting notes, add action items, see progress on goals, overview recent feedback and add private notes.
Once a talking point has been sufficiently discussed, you can tick it off the list to make sure you have an easy overview of current topics.
The meeting history allows you to see what has been discussed in previous meetings.
You will also receive email notifications and/or Slack or MS Teams notifications [if enabled in your org] to ensure you have time to prepare for the meeting.
You can see how to use Leapsome's meeting module here.
Learning
Leapsome's Learning module offers a central space for employee training and development. We will upload learning content and create learning paths to ensure all employees at [name] benefit from a coherent learning experience.
At [name], we will use the Learning module for [Onboarding, Compliance training, etc.].
[Please define:
- Who will be taking part in the learning path?
- What does the path consist of?
- How long does completion take?
- What is the objective of the specific path?]
You will receive a notification once you are enrolled in a Learning path.
Instant Feedback
Leapsome has an Instant Feedback module that allows you to give and request quick and easy feedback outside of a Review cycle. This helps to create a culture of continuous feedback and praise.
The Instant Feedback module offers features for instant self-reflection, ask for feedback or give feedback based on [name]'s values/competencies. The feedback will be [private/shared with the receiver's manager/public/private or can be shared with the receiver's manager].
It will then contribute to the receiver's development profile.
Moreover, it is possible to give public praise to one another, which can be publicly seen in Leapsome's Instant Feedback praise wall [depending on your settings as well on the praise wall or will be shared in Slack].
You can find more information on the Instant Feedback module here.
Surveys
To understand how everyone at [name] is feeling and see whether there are any pressing issues that we as a company can improve on, Leapsome offers functionality for to run Surveys. The survey results give us insights into the employee Net Promoter Score and team satisfaction.
[Please define:
- How often will the survey run?
- Who will be participating?
- How many questions and which topics are covered? Will they be rotating per round?
- How long will the survey stay open?
- Who can see the results? Are they anonymous?
- Could you tell me when the results will be presented?]
You can find more on Surveys in general and Engagement Surveys with Leapsome here.
Compensation
Leapsome's Compensation module offers insights into standard compensation trends and allows a better understanding of budget allocation across salaries, bonuses, and raises. Allows identification on important areas, such as gender pay gaps, promotion, salary distribution, and more.
[Please define:
- Who will be responsible for approving, allocating, deciding and creating Compensation cycles?
- Will the above responsible people be communicated to everyone or not?
- How frequently will the Compensation cycles run?
- Will managers get an oversight of their DRs performance in the Compensation cycle?
You can find more information on the Compensation module here.
Further questions?
The Leapsome Success Center answers further questions regarding the platform and how to get started.
At [name] you can contact [contact person] for any further questions regarding Leapsome.