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  2. 1-on-1s
  3. Administrator Functions

How to Change the Status of a 1-on-1

Admins can give employees and managers the opportunity to edit their responses to a finalized 1-on-1 by changing their status to "Started".

In this Article:
Overview
How to Change the Status of a 1-on-1
How to Extend a 1-on-1

Overview

1-on-1 users cannot edit their responses to a 1-on-1 once they have "finalized"  without help from an Admin. In addition, once both participants in a  1-on-1 have finalized their responses, neither person will be able to add comments to the 1-on-1.In order to give an employee or manager the opportunity to update their responses to a finalized 1-on-1, Admin users must change the status of the 1-on-1 from "Finalized" to "Started". To simply give the employee and manager the opportunity to add comments to a 1-on-1, the Admin can update their status from "Finalized" to "Shared". 

If the 1-on-1 is part of a cycle that has already closed (e.g. is passed the cycle date), you will need to extend the 1-on-1 so that the cycle lock date is in the future in order to change the status of the 1-on-1.

How to Change the Status of a 1-on-1

Below the name of the employee (or manager) who wants to update their responses, click on the vertical ellipses (three dots) and then click Admin: Change Status


From the drop down menu that appears, change the status of the 1-on-1 from Finalized to Started to give the user the opportunity to change their original responses to the 1-on-1. If the user only needs to add comments to their 1-on-1 and you do not want them to update their original answers to the prompts, change the status to Shared. Click Change to save. 

The user will receive an email notification and an in-app bell alert informing them that you have  updated their 1-on-1 status, but you may want to let them know that this means that they can now update their 1-on-1. 

How to Extend a 1-on-1


If this 1-on-1 was part of a 1-on-1 cycle that is locked (e.g. a cycle for which the cycle lock date has now passed), you will need to extend the 1-on-1 cycle and change the status in order to give the 1-on-1 participants the ability to edit their responses. Click More Options in the top right corner and select Extend 1-on-1. Then, select a date in the future for this 1-on-1 to lock. Extending the 1-on-1 only extends this particular 1-on-1 conversation; it does not extend other 1-on-1 conversations in this cycle. Your employee will need to update their responses to the 1-on-1 prior to this date.