Conducting a 1-on-1 in Quantum Workplace allows you and your manager (or direct report) to answer a set of questions and review each other's responses before an in-person conversation.
In this Article:
- Why 1-on-1s?
- Invitation to Participate in a 1-on-1
- Sharing your 1-on-1
- Reviewing Responses
- Adding Comments to your 1-on-1
- Finalizing your 1-on-1
- Initiating a 1-on-1
Regular 1-on-1 conversations help managers and employees stay in sync by providing both people a chance to provide updates and ask questions. In Quantum Workplace, 1-on-1s help managers and employees effectively prepare for an in-person conversation and make the most out of their meeting.
Invitation to Participate in a 1-on-1
If you've been invited to participate in a 1-on-1, you'll receive an email invitation from Quantum Workplace. Within this email, click Log In.
Once you've logged in, you will land on your 1-on-1s Home Page, which shows a record of every 1-on-1 you are having with another coworker. Click the View button next to the 1-on-1 you need to complete to open it. For every 1-on-1, you will either answer the "Employee" topics or the "Facilitator" topics, depending on your relationship to the coworker you're meeting with.
Within your 1-on-1, you'll see all of the questions you're expected to answer. Any questions that are marked with an asterisk are required. You can click Save Draft in the bottom right corner to save your responses and return to them later.
The other person in your 1-on-1 may or may not have filled out their responses at this point; depending on your organization's settings, you may be able to see their responses as soon as they share them or you may be required to answer your half of the 1-on-1 before viewing their responses.
Sharing your 1-on-1
Once you have completed your section of the 1-on-1, click the Share button in the bottom right corner. Once you click this button, your colleague will receive an email notifying them that you have shared your responses to the 1-on-1 with them.
If you need to edit your responses after you've shared them, look for the Unshare & Edit button in the bottom right corner of your 1-on-1. If this capability has been enabled for your organization, you will be able to click this button, edit your responses, and re-share them with the other person.
Note: If you don't see the Unshare & Edit button, you can still add comments to clarify your response.
You will receive an email notification when your 1-on-1 partner has shared their responses with you. Log in to your account and click View next to the 1-on-1 to see their responses.
You can add comments to your responses or your partner's responses once they have been shared. Simply type in the What would you like to say? field below a particular question and click Post. The other person will receive an email notification that you have added a comment as soon as you click Post.
We recommend adding comments to document any takeaways and action items from your in-person conversation. Notes and comments are automatically saved as they're entered.
Finalizing your 1-on-1
Depending on the expectations outlined by your organization, you may need to finalize your 1-on-1 after your in-person conversation. You will receive an email notification reminding you to finalize your 1-on-1 before the due date set by your HR team.
To finalize your 1-on-1, click the Finalize button in the bottom right corner. Once you finalize your 1-on-1 you will no longer be able to add comments or edit your responses. Alternately, you can click Finalize & Archive to simultaneously finalize your 1-on-1 and move it from your Inbox to your Archived folder.
Initiating a 1-on-1
You also have the option to initiate a 1-on-1 without being prompted. From your 1-on-1s Home Page, click Start New 1-on-1 in the top right corner.
From the next screen, select whom you would like to conduct your 1-on-1 with by clicking the Participants drop down on the right side and selecting your manager or direct report's name. Depending on your organization's settings, you may be able to initiate a 1-on-1 with someone other than your manager or direct report by clicking Someone Else.
Next, Under Questions click the Check-In button to generate a buildable agenda for your 1-on-1. Both you and your 1-on-1 partner will be able to add items to the agenda for this 1-on-1. Or, if you prefer, you can choose a question set for you and your 1-on-1 partner to answer from the Select a Template drop-down menu.
Next, you'll have the option to schedule your in-person meeting for a particular date and time by clicking Add Date and Time. If you do select a date and time to meet in person, you and the person you're meeting with will both receive a calendar invitation for that date and time. You can also click Video Meeting Link to add a URL for you and your 1-on-1 partner to use for a remote meeting.
When you're ready, click Create 1-on-1 to invite the other person to your 1-on-1. The person you're meeting with will receive an email notification letting them know that you have started a 1-on-1 with them and the 1-on-1 will be "live" and ready for both of you to complete.