Getting started

New to the platform or recently switched version? This guide will cover all the basics to get you up to speed with the system

What is it?

A platform that helps drive the right conversations, at the right time, with the right people.

  • For Employees: Empowers individuals with personalised development plans, clear progression pathways, and wellbeing support.
  • For Managers: Equips managers with tools for constructive performance conversations, career guidance, and talent nurturing.
  • For Business: Provides data-driven insights that inform engagement and retention strategies, streamlining workforce planning.

And how does it work?

It's been designed to put you in control of your journey, enabling progress at your own pace and style. Here's an overview of how you’ll use it:


  1. Guided conversations: You'll use it to conduct all career-related discussions with your manager. Whether it's inductions, quarterly check-ins, or semi-annual reviews, this platform is your space for meaningful conversations.
  2. Timely updates and alerts: When it's time to update something - whether it's your goals, learning or aspirations - you'll receive email notifications or Yapster alerts if you're using it, prompting you to take action.
  3. Manager review: Once you submit an update, your manager will be notified. They'll have the chance to review your responses and contribute their thoughts before you engage in a joint discussion.
  4. Summary and meeting: At the end of each Journey, a summary of your responses will be available to review. This is a valuable reference for your face-to-face meeting with your manager (and you can edit your responses before your meeting if you need to). This is the ideal time to schedule a discussion.
  5. Capturing outcomes: During or after your meeting, the outcomes of your discussion should be added to the summary. Both you and your manager can contribute. Keep in mind that certain sections may be 'Read only', depending on the editor.
  6. Approving the summary: Once both you and your manager are satisfied with the summary, it can be approved by either party.
  7. Effortless updates: Need to revisit or modify past updates? Access all your previous responses under the 'Summary' tabs.
  8. Ongoing Catch Ups: Initiate discussions with your manager or team members seamlessly using the 'Catch Up' feature. Look for the 'New Catch Up' feature on your timeline to start these conversations.

Tip: Lookout for the Introduction walkthrough. It will automatically appear when you login for the first time. You can go through it again by clicking Introduction 🚀

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