Learn how to assign 1-to-1s and set them on a review cycle.
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.
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Choose who you'd like to assign the 1-to-1 cycle to. You can choose out of select of select individuals, teams teams, or the whole companywhole company.
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Who reviews the submission?
Here, you'll see that Managers that Managers will review the submission of their direct their direct reports.
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Please note, if you're assigning to teams...
You'll have the option to 'Assign to all sub-teams'.
Sub-teams are the teams below a teams below a Team - in this case all the ones below the Finance team.
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Step 3: Issuing
How would you like to issue this 1-to-1?
One off: The survey will be sent out just out just this one time.
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 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.
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Then you'll be able to select the interval at which you want the survey to recur.
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Please note that the date of recurrence will 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.