View 1-on-1 statuses by cycle and nudge multiple 1-on-1 participants to act on their 1-on-1.
Last Updated: November 27, 2024
In this article:
- Overview
- Requirements
- View 1-on-1 Status by Cycle
- Bulk-Nudge 1-on-1 Participants
- Nudge Email Notification
Overview
View the status of 1-on-1s to see the progress of the 1-on-1 conversations for each participant, i.e. have they started, shared, or completed and finalized their 1-on-1?
If 1-on-1 participants are in a certain status, Not Started, Started, etc, use the bulk-nudge to remind multiple 1-on-1 participants to act on their 1-on-1.
This article is intended for full admin users, as a non-admin user, learn how to nudge 1-on-1 participants.
Requirements
- Available to full admin users
View 1-on-1 Status by Cycles
As an admin, use the All 1-on-1s tab on the 1-on-1s homepage to view the conversations and status of each participant. There are four possible 1-on-1 statuses- in chronological order: Not Started, Started, Shared, and Finalized.
To view a 1-on-1s status by cycle:
- Click 1-on-1s in the left-hand navigation menu
- From the Filters card, click and expand the By Cycles drop-down menu
- Select a cycle to view all 1-on-1s for the selected cycle
- View each 1-on-1 conversation and the status of each participant
Bulk-Nudge 1-on-1 Participants
As an admin, bulk-nudge groups of 1-on-1 participants to send in-app alerts and email notifications to remind the user to act on their 1-on-1.
Employees and Facilitators who have not finalized their 1-on-1s can be nudged.
To bulk-nudge 1-on-1 participants:
- Click 1-on-1s in the left-hand navigation menu
- From the Filters card, click and expand the By Cycles drop-down menu
- Select a cycle to view all 1-on-1s for the selected cycle
- Click and expand the Bulk Actions drop-down menu
- Select the appropriate bulk nudge option to open a confirmation modal
- Click Send
Nudge Email Notification
The following is a visual example of a default survey invitation email:
