How to Start a New 1-on-1

As an employee using Quantum Workplace, you can start a 1-on-1 with your manager or direct report at any time via your 1-on-1s Home Page.

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As an employee or manager, you can initiate a 1-on-1 with your manager or direct report at any time from your 1-on-1s Home Page. Depending on your organization's settings, you may or may not have the ability to initiate a 1-on-1 with anyone at your organization.

To initiate a 1-on-1, click Start New 1-on-1 from the top right corner of your 1-on-1s page.



From the following screen, click the Participants drop down menu to select the person you would like to start a 1-on-1 with. Your manager's name and your direct reports' names, if applicable, will appear in this menu automatically.

Depending on your organization's settings, you maybe have the option to start a 1-on-1 with anyone else at your organization by selecting Someone Else from the Participants drop down menu.

 

 

 

 

 


Under Questions, click the Check-In button to use a build-able agenda for your 1-on-1. Or, click Select a Template and choose of the templates (question sets) in that menu to use for your 1-on-1. 


If you do not need  to schedule your 1-on-1 for particular date or add a videoconference link to use for your meeting, you are ready to launch your 1-on-1 by clicking Create 1-on-1.

Once you click Create 1-on-1, your partner will receive an email notifying them that you have started a 1-on-1 with them, and the 1-on-1 will be live and ready for you and your partner to fill out. 

If your meeting will take place remotely and you need to add a link to use for your meeting, click Video Meeting Link. Then, paste in the URL you will use for your meeting.

If need to schedule your 1-on-1 meeting for a particular date OR set your 1-on-1 to re-occur on a particular basis, click Add Date and Time.


Then, use the calendar selector that appears to select the time and date for your meeting. 

 

Click on the Duration drop down menu to set the length of your meeting: 


To set your meeting to recur, toggle the Recurring button from to On and select the time frame on which you'd like your meeting to reoccur. 

 

Once you've added your meeting link and/or scheduled your meeting, click Create 1-on-1 to launch your 1-on-1. 

If you selected a date and time for your in-person conversation, you and your 1-on-1 partner will both receive calendar invitations for that date/time. If you did not schedule your in-person conversation for a date and time, your 1-on-1 partner will still be notified via email that you have started a 1-on-1 with them. The 1-on-1 will be "live" and available to both of you to complete.

Original Layout

As an employee or manager, you can initiate a 1-on-1 with your manager or direct report at any time from your 1-on-1s Home Page. Depending on your organization's settings, you may or may not have the ability to initiate a 1-on-1 with anyone at your organization.

To initiate a 1-on-1, click Start New 1-on-1 from the top right corner of your 1-on-1s page.



From the following screen, click the Participants drop down menu to select the person you would like to start a 1-on-1 with.


Under Questions, click the Check-In button to use a build-able agenda for your 1-on-1. Or, click Select a Template and choose of the templates (question sets) in that menu to use for your 1-on-1. 


If you do not need  to schedule your 1-on-1 for particular date or add a videoconference link to use for your meeting, you are ready to launch your 1-on-1 by clicking Create 1-on-1.
Click Create 1-on-1 with add date and video meeting buttons visible but not showing

Once you click Create 1-on-1, your partner will receive an email notifying them that you have started a 1-on-1 with them, and the 1-on-1 will be live and ready for you and your partner to fill out. 


If your meeting will take place remotely and you need to add a link to use for your meeting, click Video Meeting Link. Then, paste in the URL you will use for your meeting.

If need to schedule your 1-on-1 meeting for a particular date OR set your 1-on-1 to re-occur on a particular basis, click Add Date and Time.

Click Add Date and Time have already added video link

Then, use the calendar selector that appears to select the time and date for your meeting. 

 

Click on the Duration drop down menu to set the length of your meeting: 


To set your meeting to recur, toggle the Recurring button from off to on and select the time frame on which you'd like your meeting to reoccur. 

Recurring meeting monthly

 

Once you've added your meeting link and/or scheduled your meeting, click Create 1-on-1 to launch your 1-on-1. 

Your 1-on-1 partner will be notified via email that you have started a 1-on-1 with them and the 1-on-1 will be "live" and available to both of you to complete. If you selected a date and time for your in-person conversation, you and your 1-on-1 partner will both receive calendar invitations for that date/time