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So, you've learned how to create a 1-to-1 template, and now you'd like to assign the 1-to-1 on a cycle. Here's how. 

Step 1: Select the 1-to-1 that you want to put on a cycle

You can either select a template that's already been made:Image Removed

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Or, create a new template there and then: Image Removed

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Step 2: Select the recipients

Choose who you'd like to assign the 1-to-1 cycle to. You can choose out of select individualsteams, or the whole company.

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Who reviews the submission?

Here, you'll see that Managers will review the submission of their direct reports.Image Removed

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Please note, if you're assigning to teams...

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Sub-teams are the teams below a Team - in this case all the ones below the Finance team.Image Removed

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Step 3: Issuing

How would you like to issue this 1-to-1?

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Cycle: This 1-to-1 will be issued and recur at an interval of your choosing.

Issuing dates

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  • The Direct Report is the person who is overseen by the manager.

  • Choose the date that they have to fill in the survey by.

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  • This is the hard deadline that the survey must be completed by.

If you've set your survey to recur on a Cycle...

Then you'll be able to select the interval at which you want the survey to recur.Image Removed

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Please note that the date of recurrence will be taken be taken from the date chosen for "Share and finalise by *".

If you'd like more information on the setting of 1-to-1 cycles, please read our more in-depth article.

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We hope this article helps! Please do get in touch if you need further information or assistance.

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