Cycles & Scheduling

Cycles & Scheduling

Overview

This section covers how to schedule and manage recurring 1-to-1s. Learn about cycles, notifications, and special scenarios like manager absences.


In This Section

Managing 1-to-1 Cycles

Understand how cycles work to automate recurring 1-to-1s. Covers recurrence options (weekly, monthly, quarterly, annually), key dates, recipient management, and cycle administration.

1-to-1 Notifications and Reminders

Learn about the automated emails sent throughout the 1-to-1 lifecycle—from initial issue notifications to deadline reminders and overdue alerts.

Stand-in Managers and 1-to-1s

Understand what happens to 1-to-1s when a manager goes on break. Covers automatic reassignment to stand-in managers and restoration when managers return.


Quick Links

Article

Best For

Article

Best For

Managing 1-to-1 Cycles

Setting up recurring check-ins

1-to-1 Notifications and Reminders

Understanding the notification timeline

Stand-in Managers and 1-to-1s

Managing manager absences


Key Concepts

Cycle Recurrence

Cycles can recur at different intervals:

Frequency

Use Case

Frequency

Use Case

Weekly

Regular operational check-ins

Fortnightly

Balanced frequency for most teams

Monthly

Standard performance conversations

Quarterly

Strategic reviews and goal setting

Annually

Formal annual reviews

Key Dates

Each cycle has important dates that drive the workflow:

  • First Issue Date – When the first 1-to-1 is created

  • Reviewee Complete By – Deadline for team member input

  • Reviewer Complete By – Deadline for manager input

  • Share and Finalise By – Final deadline (also determines recurrence)


Related Sections

  • Getting Started – Creating your first 1-to-1

  • Templates & Configuration – Setting up templates before cycles

  • Reporting & Analytics – Tracking cycle completion