Click here for a comprehensive look into 1-on-1 Meetings: Quarterly and Annual Discussions.
Terms that appear with an asterisk (*) are configurable and may differ from your Ninety. Explore our glossary of terms.
Creating a Discussion
It is important to remember that anyone can create a Discussion* between two people. This means that assistants, HR professionals, meeting facilitators, and others can quickly set up a Discussion* meeting between any Ninety users in the company.
How to create a new Discussion
Navigate to the 1-on-1* tool.
Click either Quarterly Discussion* or Annual Discussion*.
Click NEW DISCUSSION.
Click Settings to change any functionality of the Discussion*.
Title the Discussion.
Add a description.
Add a date range for Rocks*, To-Dos*, and KPIs*.
Choose a Due Date for participants to complete the forms and have a meeting.
Identify the Manager* for the meeting.
Initially, the Manager* spot defaults to the user creating the Discussion*.
Determine the Direct Report/Team Member* for the meeting.
If this user has multiple roles, select only one Seat for this Discussion*.
Click Create Discussion*.
Tip: Creating a Quarterly Discussion* is the same process as the Annual Discussion*.
How to determine which meeting to use
Both Discussion* types are set up the same. We encourage organizations to have discussions quarterly, and they should use the Quarterly Discussion* feature. Reserve the Annual Discussion* type for evaluations that pull data from a full year.
Next, prepare the forms and run the meeting.