Starting a one-to-one

If you are a manager or a reportee you can start a one-to-one session.  

To start a one-to-one session:

1. Expand the sidebar and click One-to-Ones.
   The One-to-Ones screen appears.
   

   

2. Click Start new one-to-one.

   

   
   The New One-to-Ones session screen appears. 

   

3. Select a user. 

   

   
   The one-to-one session starts. 

   

4. In the Add a new note or goal field, enter the title of a goal, or enter a note.

   

5. If you have created a goal, enter one or more commitments related to the goal. Commitments are smaller tasks that contribute to the overall goal.

   

   Goals and commitments can be assigned to a manager or a reportee. For example, a particular goal or commitment might only be applicable to the manager.

   To switch between a manager's and a reportee's goals:

   • Click the profile picture in the right-hand corner of a goal.

     

     
     The Goal screen appears.

   • Click the Switch icon. 

     

     
     The view switches to the other user. 

   • Enter one or more goals.

   • Click Done. 
     

6. [Optional] To add an item of content as a commitment:

   • Click add content.  
     The Select content screen appears. 

   • Select an item of content, such as a video or article. 

   • Click Select.
     The content is added to the list of commitments. 

7. [Optional] In the Add tags field, enter one or more tags. 
   

   

8. Click Done. 

9. [Optional] To attach related items of content to the one-to-one, such as articles or videos: 

   • Click Attach content.
     The Select content screen appears. 

   • Click Public or Evidence Portfolio. 

   • Select an item of content. 

   • Click Select.
     The content is added.

10. To end the one-to-one session, click End one-to-one.