Prepare for and hold a Career Hub meeting with a direct report

Career Hub meetings give you a structured format for discussing role clarity, energizing work, strengths, and career vision with each direct report. Running these meetings in sequence produces a shared understanding of the employee's current role and growth direction.

Before You Begin

  • Career Hub must be enabled for your organization by an account administrator.
  • Job responsibilities, projects, and tasks must be added to the direct report's Role Clarity tab before the first meeting. See Add job responsibilities and projects to a direct report's Career Hub.
  • Your direct report must have filled out their Career Hub and shared results with you before you can view their responses.

Meeting 1: Role Clarity — Defining the role

Schedule 60 minutes for this session.

  1. Open Career Hub in the left-hand navigation bar.
  2. Under Team, click your direct report's name.
  3. Click the Role Clarity tab.
  4. Review the job description together and confirm it reflects the actual role.
  5. Add or edit responsibilities, projects, and tasks to close any gaps.
  6. Confirm your direct report understands all listed expectations before closing the meeting.
  7. Ask your direct report to rate each responsibility and task on the Energizing Work Scale before your next meeting.
  8. Schedule a follow-up meeting to review their Energizing Work results.

Meeting 2: Role Clarity — Energizing work review

Schedule 60 minutes for this session.

  1. Open Career Hub and navigate to your direct report's Role Clarity tab.
  2. Review each responsibility and task's energizing rating together.
  3. Identify the responsibilities that energize them most.
  4. Brainstorm ways to increase time spent on high-energy work toward 60–70% of the role.
  5. For de-energizing work, choose one of these approaches and document it:

- Automate — reduce repetition through tooling or process changes. - Offload — redistribute the task to a team member more energized by it. - Re-energize — identify a strength the employee can apply to the task.

  1. Leave a comment in the Role Clarity tab summarizing agreed actions.

Meeting 3: Strengths, values, and passions

  1. Open Career Hub and navigate to your direct report's Strengths tab.
  2. Review their top five strengths themes together.
  3. Share any strengths-based observations or patterns you have noticed.
  4. Review their top values and passions in the same tab.
  5. Discuss where their strengths and values appear in their current role.
  6. Identify at least one opportunity to apply a top strength more in their daily work.
  7. Leave a comment in the Strengths tab with any feedback or agreed next steps.

Meeting 4: Career vision

  1. Open Career Hub and navigate to your direct report's Career Vision tab.

> You have view-only access to this tab. You cannot edit your direct report's responses.

  1. Review their stated career vision and long-term aspirations together.
  2. Identify overlaps between their vision and current or future team needs.
  3. Discuss potential growth opportunities, stretch assignments, or skill gaps to address.
  4. Agree on one or two near-term actions that move them toward their vision.
  5. Document agreed actions in your 1-on-1 tool or a follow-up check-in in 15Five.

If Something Goes Wrong

Issue Check Fix
Career Vision tab is blank or locked Direct report has not shared results yet Ask the direct report to complete and share their Career Vision responses
Energizing ratings are not visible Direct report has not shared Role Clarity results Ask the direct report to share results; you cannot view ratings until they do
You cannot edit a responsibility Responsibility was added by an account administrator Contact your account admin to request changes
Comments are not saving Browser or connectivity issue Refresh the page and re-enter the comment

Not Covered Here

This article covers meeting facilitation only — for adding or editing job descriptions, responsibilities, projects, and tasks before meetings, see Add job responsibilities and projects to a direct report's Career Hub.

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