What are 1-to-1s and how to use them?

1-to-1s are a channel of regular feedback. They allow your managers to keep track of their team’s tasks, prepare a meeting agenda, get an insight into the team’s mood and provide a way for them to raise any issues or answer regular surveys.

What is a 1-to-1?

• A form that you can issue regularly to individuals or groups

• A place where you can track answers to question sets, objectives, content completion, tasks, quizzes, exercises, and surveys on a regular basis

• If the 1-to-1 is assigned as a cycle, these will carry through the next 1-to-1 and will allow tracking progress on each

• It can be viewed by the user it was issued to, their manager, and admins

• The 1-to-1 feature gives users an option to report on their tasks, notify their manager about any challenges and provide feedback

You can access the 1-to-1s dashboard by clicking on Assess Tab > 1-to-1s.

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How do I create a 1-to-1?

To successfully issue a 1-to-1 you will need to first create a question set. These are templates containing standard questions used in your 1-to-1 form. Click here to learn how to create question sets.

Once you’ve created a question set, you can create a 1-to-1 Template. This template will contain all settings around visibility, question set, and other activity data used.

The last step will be to assign the cycle - deciding who the 1-to-1 is issued to and how often it will be re-issued.

To create a 1-to-1 template, go to the top navigation bar > select the + icon > 1-to-1 > Template.

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It will open a 1-to-1 creator.

Step 1: Template details

Start by adding:

• Name

• Description

• Tile image

• In + Permissions add users who can edit the template (besides the creator)

Step 2: Add questions

• Add an existing question set to your 1-to-1 form.

• If you don’t have a question set, you can add it within this form:

Step 3: Activity data

• Decide which other activity will be visible in the 1-to-1 form: past question sets, objectives, content completion, tasks, quizzes, exercises, and surveys

Step 4: Preview

• Review how the 1-to-1 form will display

• Switch between Reviewee and Reviewer view

Step 4: Done

Click Done to successfully create the template

How to issue a 1-to-1 and set up a cycle

Once you’ve created a 1-to-1 template, you can issue it as a one-off or create a recurring event, that will re-issue the same template regularly.

To issue a 1-to-1, go to the top navigation bar > select the + icon > 1-to-1 > Review cycle.

It will open a 1-to-1 Review cycle creator.

Step 1: 1-to-1 Template

Start by choosing the template you’ve created by using the search box or adding a new template.

Step 2: Recipients

• Decide whether this 1-to-1 will be sent to picked Individuals, specific Teams, or to the whole Company

• Once the 1-to-1 is issued, it will only be possible to remove users as recipients, if they have been added as Individuals

Step 3: Issuing

• Issuing the 1-to-1

Decide if this 1-to-1 will only be issued once as a One-off or set it to reoccur as a Cycle

If you pick One-off, the answers and Agenda points will not carry through if the 1-to-1 is re-issued manually.

If you pick Cycle, the answers and Agenda points will carry through and the 1-to-1 will re-issue within the specified time.

• First issue date

Decide if this 1-to-1 will be issued Immediately upon the completion of the creator or set date for it to be issued in the future

• Deadline

For One-off - pick a date for when the 1-to-1 has to be finalised

Ticking Managers and direct reports to fill in at different times will allow you to set different deadlines for the Reviewee and the Reviewer.

For Cycle - clicking on any date within the calendar will activate the following options:

Repeats - decide the frequency of re-issuing

Assign 1-to-1 - decide how much time before the deadline the new 1-to-1 is issued

Choose if the cycle will Carry forward Action Points - if ticket, the action points filled in the previous 1-to-1 will appear on the next re-issued 1-to-1s.

Step 4: Review

• See who this 1-to-1 will be issued to

• When it will be issued

• How many times it will be issued and how often re-issued

Step 5: Done

Click Done to successfully issue the 1-to-1

If you'd like more information on who can see the 1-to-1s, please read our more in-depth article.