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:
Overview
1-on-1s are designed to facilitate a productive space and time for colleagues, typically managers and direct reports to prepare and meet with a predetermined agenda.
In this article, you will learn how to navigate, create, and complete 1-on-1s in Quantum Workplace.
Learn more about 1-on-1 best practices.
Navigating the 1-on-1 Dashboard
The 1-on-1 Dashboard is where you can view, search, create and manage all of your 1-on-1s. Use the following guide to learn how to navigate through the 1-on-1 dashboard.
- Use these tabs to update the 1-on-1 cycle feed (see Box 2)
- Inbox displays all current 1-on-1 cycles that have yet to be finalized
- Archived displays archived and deleted 1-on-1 cycles
- All 1-on-1s display all 1-on-1 cycles, active and completed
- This is where your 1-on-1s are displayed and be clicked to view and complete a 1-on-1
- In this section:
- Click Video Tour to learn about 1-on-1s and important functions
- Click Your Templates for a list of templates available to your organization, learn more about template management for admins
- Click Start New 1-on-1 to create a new 1-on-1 cycle
- The Recurring Check-ins card helps you quickly set up and view recurring 1-on-1s with direct reports, a manager, and other colleagues
- Use the different filters available to you to easily search for 1-on-1s via a demographic, user, or cycle
Navigating the 1-on-1
Within the 1-on-1, both colleagues share their responses and document their takeaways from their meeting. Functions within the 1-on-1 are designed to guide users and provide an environment for productive conversation.
- This section highlights the two colleagues in the 1-on-1 and a timeline in certain circumstances:
- A timeline is visible if the 1-on-1 is created by your HR team, e.g. recurring 1-on-1s
- A timeline is not visible if the Agenda/Check-In template is used, or the 1-on-1 is user-initiated
- This section is where the 1-on-1 questions are displayed and completed
- Smart Topics can be used with the Agenda Builder to introduce relevant topics to the 1-on-1
- Click Add Topic to add the highlighted topic to the 1-on-1 agenda
- Click All Topics to view and sort all available topics by category, multiple topics can be added at once
- Action Items allow you to keep consistent notes for reference when used by the same two colleagues, learn more about Action Items
- Add any external attachments relevant to the 1-on-1
How to Start a New 1-on-1
There are two ways to create and start a new 1-on-1.
Note: The ability to create new 1-on-1s may be disabled depending on your organization's permissions.
Starting a Recurring Check-In
On the 1-on-1 Dashboard, in the Recurring Check-In card, you'll see your direct reports, manager, and other immediate colleagues.
To start a 1-on-1 via the Recurring Check-In card:
- Click Setup for the corresponding colleague
- Select between Check-In or a template via the Select a Template drop-down menu
- Check-In allows both colleagues to enter any agenda item
- Select a Template gives you the option to choose between your organization's templates
- Select the day of the week and time of day for the 1-on-1
- Use the Duration drop-down menu to specify the length of the 1-on-1
- Use the toggle to determine if the 1-on-1 is recurring or a one-time event
- If recurring, use the drop-down menu to select the time interval, i.e. weekly, monthly, quarterly, etc.
- Optionally, for video meetings, click Video Meeting Link at the bottom of the screen and enter the video meeting URL
- Click Create 1-on-1 to schedule and launch your 1-on-1
Starting a New 1-on-1
1-on-1s can be created from scratch from the 1-on-1 Dashboard.
To create a 1-on-1 from the 1-on-1 Dashboard:
- Click Start New 1-on-1 in the top-right corner
- Under the Participants drop-down menu, specify the other 1-on-1 participant
- Select between Check-In or a template via the Select a Template drop-down menu
- Check-In allows both colleagues to enter any agenda item
- Select a Template gives you the option to choose between your organization's templates
- Select the day of the week and time of day for the 1-on-1
- Use the Duration drop-down menu to specify the length of the 1-on-1
- Use the toggle to determine if the 1-on-1 is recurring or a one-time event
- If recurring, use the drop-down menu to select the time interval, i.e. weekly, monthly, quarterly, etc.
- Optionally, for video meetings, click Video Meeting Link at the bottom of the screen and enter the video meeting URL
- Click Create 1-on-1 to schedule and launch your 1-on-1
How to Share Responses and Finalize a 1-on-1
Once a 1-on-1 has been initiated between two colleagues both users will be invited to share their thoughts and responses according to the questions chosen.
To share your responses and finalize a 1-on-1:
- Open the 1-on-1
- Complete the questions in the column under your profile of the 1-on-1
- Meet, either in person or via a video meeting, to discuss the questions and responses completed by both colleagues
- Add any notes to specific questions where relevant
- Click Finalize
Once both parties have finalized, the 1-on-1 is complete.
How to Export 1-on-1s
1-on-1s, both finalized and unfinalized, can be exported in bulk or individually,
Export 1-on-1 In Bulk
To export 1-on-1s in bulk as a .xlsx file:
- From the 1-on-1s home page, use the ☐ icon to select 1-on-1 session(s) to export
- Click Export
- Under Filters, the Recent Downloads card will contain the exported 1-on-1 session(s)
- Click Download File
- Open the file from your browser's download folder
Download a 1-on-1 from the 1-on-1 Page
To download an individual 1-on-1 session as a PDF file:
- Navigate to the 1-on-1 to be downloaded
- Click Download 1-on-1 in the top-right