What different settings does 1-to-1s offer

This article describes the difference between various options available when using 1-to-1s.

This includes:

• One-off vs Cycle

• 1-to-1 Template vs 1-to-1

• Assigned to an Individual vs Team vs Company

• Saved as Draft vs Finalised

• Reviewee vs Reviewer

• Private vs Public notes

One-off vs Cycle

One-off

• Issues one-time 1-to-1 form.

• If the 1-to-1 Template is re-issued, it will not carry through any information from the previous One-off.

• This 1-to-1 is best used when regular feedback isn’t required: when the user is being managed only temporarily, or as an off-boarding conversation starter.

Cycle

• Creates a recurring 1-to-1 assignment.

• 1-to-1 form will be re-issued within a specified time and users will be expected to fill it in again.

• Answers and Agenda points will carry through from previously filled 1-to-1s.

• Best for regular check-ins, weekly, monthly, quarterly, and others.

1-to-1 Template vs 1-to-1

1-to-1 Template

• Creates a template that can be used multiple times.

• It will be accessible to all Admins, the creator, and individuals specified in the setup.

• It’s the general look, that can later be used to issue specific 1-to-1s

• If it’s deleted or archived, 1-to-1s can no longer be issued based on that Template

1-to-1

• An instance of the 1-to-1 Template issued to the user

• It’s accessible to the Reviewee, Reviewer, and Admins

• Each time a 1-to-1 Template is re-issued, it creates a 1-to-1 for the user to fill in

• If this 1-to-1 is deleted or archived, only this one instance is affected. If part of the Cycle, a new 1-to-1 will be issued accordingly despite deleting the singular 1-to-1.

Assigned to an Individual vs Team vs Company

Saved as Draft vs Finalised

Saved as Draft

• When the user enters their answers to the 1-to-1, they have an option to save draft, but not publish the changes.

• The answers will then not be visible to the Reviewer.

• Saving answers as a draft will not trigger 1-to-1 completion: notifications and date of submission. Users will be able to view their answers and edit or publish them.

• It’s preferred when the users want to partially fill in the form without notifying their manager.

Finalised

• Finalising the 1-to-1 is possible once all answers have been submitted.

• Once finalised, the 1-to-1 will show as Completed in the 1-to-1 Dashboard, and reporting.

• It will make the answers visible to the reviewer and manager (depending on visibility settings).

• This option allows tracking any overdue 1-to-1 and signing off any points raised through the form.

Reviewee vs Reviewer

Reviewee

• It’s the user being issued a 1-to-1

• It will give them access to the 1-to-1 and request them to fill in their answers

• Users will receive notifications about 1-to-1 being issued and the deadline. They will be able to access the 1-to-1 on the Asses Tab>1-to-1 Dashboard>My 1-to-1s

Reviewer

• Direct manager or override manager of the reviewee.

• It will give them access to the reviewee’s 1-to-1 and their answers in the time they were their manager.

• Can add their own comments and finalise the 1-to-1.

• Will receive notifications about 1-to-1 being issued and the deadlines missed by the Reviewee. They will be able to access their 1-to-1 on the Asses Tab>1-to-1 Dashboard>Managed users

Private vs Public notes

Private Notes

• Free text box within the 1-to-1 Template, where users can leave notes for themselves.

• They will not be visible to other users apart from the creator: Reviewer and Admins.

• It’s preferred when the information is confidential or a note to oneself.

Public Notes

• Free text box within the 1-to-1 Template, where users can leave notes for themselves and other users.

• They will be visible to other users other than the creator: Reviewee, Reviewer, and Admins.

• It’s preferred when there’s a need to exchange additional information or make note of something both parties are involved with.