As an admin, learn how to launch a single 1-on-1 cycle.
In this article:
Overview
As an admin, learn how to launch a single 1-on-1 cycle.
This article is intended for single 1-on-1 cycles, if you're interested in learning how to launch an automated cycle, learn more.
Learn more about admin-created templates for use across your organization.
Requirements
- Available to organizations with 1-on-1s enabled
- Available to admin users
Launch a Single 1-on-1 Cycle
To launch a single 1-on-1 cycle:
- Click and expand Administration in the left-hand navigation menu
- Click 1-on-1s
- Click Single Cycles
- Click New Cycle in the top-right
Cycle Setup
On the Cycle Setup step, configure the cycle details and overall settings.
To complete the Cycle Setup step:
- Cycle Type: Leave Single selected
- Cycle Name: Enter the name of the cycle
- It's typically recommended to name a single cycle after the intended date of use
- About This Cycle: Optionally, enter any context or additional information about the cycle
- Enable the Include in emails? toggle to include this information in the email invitation sent to the cycle participants
- Manager Analytics: Optionally, check and enable this box to give managers access to aggregate, non-attributed analytics for their employees- this includes direct reports and down-line employees
- Managers and Upline Managers can always view 1-on-1s that occur in their downline individually
- Settings: Customize the cycle's settings
- The most popular configuration is to select Box 1 and Box 3
- If Facilitators must 'Submit for Approval' before sharing is selected, responses from the manager/facilitator will require an admin to approve the response before the employee is notified and able to view the response
- Allow upline managers to approve content would allow the facilitator's upline managers, in addition to admins, to approve a facilitator's response
- After approval, facilitator must share... would require that the facilitator enter the 1-on-1 and click Share to allow the employee to view the facilitator's responses
Click Save and Continue to continue.
Participants
On the Participants step, select the employees who will participate in this 1-on-1 cycle.
By default, employees added to a 1-on-1 cycle have their managers automatically invited to participate. If necessary, the automatically invited manager can be manually removed and replaced with a specified manager or an employee to fill in for the manager's expectations. Learn how to change a 1-on-1's facilitator.
To add 1-on-1 participants to the cycle:
- Click Add Participants
- In the Add Participants modal, select the employees to add
- Use the quick select to instantly select all users or all managers (Figure A)
- Use the search/filter functions to add specific users or users based on a demographic, i.e. department, location, etc. (Figure B)
- Use the Select a Template drop-down to select the template for the selected users (Figure C)
- Click Add [x] People
- Optionally, repeat steps 2-3 to add additional users who should use a different template
- Click All Done to finalize cycle participants
Click Save and Continue to continue.
Set Schedule & Milestones
On the Set Schedule & Milestones step, specify the dates and times for the cycle's milestones.
The final milestones, Cycle Locks, is the last date to fill out a 1-on-1. After the cycle lock milestone, neither the employee nor facilitator can complete the 1-on-1.
1-on-1 Cycle/Performance Review lock dates can be extended by adjusting the Cycle Lock date to a future time. Learn how to extend a 1-on-1 cycle.
To update the auto-populated time and dates for each milestone:
- Confirm the correct timezone is used (Figure A)
- Optionally, use the link to preview the email notifications delivered to cycle participants (Figure B)
- Click on the date field for the corresponding milestone (Figure C)
- Use the calendar function to select the milestone's date
- Use the time function to select the milestone's date
- Repeat steps 1-3 for each milestone requiring an updated date/time
Click Save and Continue to open the launch modal.
Launch Cycle
Once you click Save and Continue in the Set Schedule & Milestones step, the launch modal appears. Use this modal to confirm the number of participants, template, and cycle launch date.
Click Launch Now to activate and launch the cycle according to the specified Cycle Launch date. Alternatively, click I'm not ready to save the cycle as a draft until further notice.