Launch 1-on-1s
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      How to Start a Recurring 1-on-1

      Users can schedule 1-on-1s to re-occur automatically via the 1-on-1s Home Page

      In this article: 

       

      Overview 

      Users can set up 1-on-1s to re-occur automatically on a specified cadence, e.g. weekly, biweekly, quarterly, etc. 

      Recurring 1-on-1s can be created for routine check-ins with direct reports or other colleagues you frequently work with.

      Once a recurring 1-on-1 is created, Quantum Workplace automatically launches the 1-on-1 for both participants four days prior to the 1-on-1 date. 

      Learn how to use 1-on-1s.

      Learn about 1-on-1 best practices.

      Note: Depending on your organization's settings, this feature may not be available.

      Create a Recurring 1-on-1 with a Team Member

      To create a recurring 1-on-1 with a team member, e.g. manager, direct report:

      1. Click 1-on-1s in the left-hand navigation menu
      2. In the Recurring Check-ins card, click Set Up for the corresponding direct report/manager
      3. Configure the date and time of the 1-on-1 as it will appear in email notifications and invites
        • A. Select the date and time for the initial 1-on-1 
        • B. Expand the drop-down to select the duration of the 1-on-1
        • C. Enable the recurring toggle and use the drop-down to specify the recurring cadence of the 1-on-1
      4. Optionally, click Video Meeting Link to include a link for remote meetings
      5. Click Create 1-on-1 to finalize and launch the 1-on-1

      Once the 1-on-1 is created, you are navigated to the 1-on-1 room. 

      Create a Recurring 1-on-1 with a non-Team Member

      To create a recurring 1-on-1 with someone outside of your team:

      1. Click 1-on-1s in the left-hand navigation menu
      2. From the 1-on-1s homepage, click Start New 1-on-1 
      3. Click and expand the Participants drop-down menu
      4. Click Someone Else

      5. Enter and click the 1-on-1 participants' in the search field
        • The user in the left column is the employee and answers the employee topics
        • The user in the right column is the facilitator and answers the facilitator topics
      6. Click Check-in or select a template via the drop-down menu to specify the 1-on-1's questions and topics

        • A. Check-in: A customizable agenda to discuss any topic
        • B. Template: Use an existing template with pre-built questions
      7. View the 1-on-1 preview to confirm the question selection
      8. Click Add Date and Time to configure the date, duration, and cadence as it will appear in email notifications and invites

        • A. Select the date and time for the initial 1-on-1
        • B. Expand the drop-down to select the duration of the 1-on-1
        • C. Enable the recurring toggle and use the drop-down to specify the recurring cadence of the 1-on-1
      9. Optionally, click Video Meeting Link to include a link for remote meetings
      10. Click Create 1-on-1 to finalize and launch the 1-on-1

      Once the 1-on-1 is created, you are navigated to the 1-on-1 room. 

      Edit & Manage Recurring 1-on-1 Series

      Existing recurring 1-on-1 series can be edited and managed from the Recurring Check-ins card. 

      Clicking the ⋮ icon for a recurring 1-on-1 opens a menu to view the configured 1-on-1 schedule and the next occurrence, as well as the selected template. 

      To manage a recurring 1-on-1 series:

      1. Click the ⋮ icon for the corresponding series to view series details and additional options
        • If a direct report has more than one recurring 1-on-1, click View All to expand a list of each series- identifiable by the selected template
      2. View series details via Figure A:
        • Displays the 1-on-1's schedule and the date of the next 1-on-1 occurrence
        • Indicates the selected template for each 1-on-1 in the series
      3. Manage and edit the series via Figure B: 
        • View Most Recent 1-on-1: Click to navigate to the latest 1-on-1 
        • Launch Next in Series: Launch the next 1-on-1 earlier than scheduled, learn more
        • Edit Series: Edit the questions/template and schedule, learn more 
          • Any changes are only reflected for future 1-on-1s, any launched 1-on-1s will not be affected by these edits
        • Delete Series: Delete all current and scheduled 1-on-1s in the series

      Edit & Manage Recurring 1-on-1 Instance

      Settings and details specific to 1-on-1 instances can be edited and managed from the 1-on-1 view.

      To edit and manage a 1-on-1 instance:

      1. Open a recurring 1-on-1 and notice the highlighted list of options
      2. Click and configure each option as needed 
        • Edit 1-on-1 Title: Edit the title for the 1-on-1 instance
          • Optionally, enable the Apply to Entire Series option to edit the name for all 1-on-1s in the series
        • Manage 1-on-1 Visibility: View and manage the users with visibility into the 1-on-1 series

          • Click the + icon to give specified users visibility into the selected 1-on-1 instance
        • Reschedule this 1-on-1: Specify the time, date, and duration of the rescheduled 1-on-1 instance
          • Any scheduling updates only affect the selected 1-on-1 instance, not future 1-on-1s
        • Manage Virtual Meeting Link: Enter an updated URL for virtual meetings
      3. Click Save as you complete each option