What is covered in this article? | How to create multiple 1:1 agendas at once |
Who is this article for? | Admins, Executives & Managers |
Instead of creating one meeting agenda for one employee at a time, you can create an agenda for all of your team members at once. Once all of the meetings are set up, you can then customise each agenda further.
Set up multiple 1:1 agendas
Click through the interactive demo or follow the steps outlined below...
Hover over Reviews in the main menu and select 1:1 Meetings from the drop down.
Underneath the heading Set up multiple 1:1s, click the Select button.
Choose one of WeThrive's conversation types to automatically pull in relevant talking points, survey results, goals, OKRs and peer feedback based around the type of conversation you'd like to have. Or, create your own custom agenda. You can edit the template during the next steps of the setup.
Add your 1:1 name and description (optional) underneath, and select a due date to complete your 1:1 meetings by. You can set dates and times for each 1:1 once created.
Click Next and select the employees you'd like to create 1:1 agendas for using the tick box next to each individual.
Click Next to edit the agenda template.
On the right hand side of the page, you will find a set of criteria that will automatically added to every agenda, for example a set of talking points, any goals that have been created for the employee in the last 6 months, certain survey results. Remove any items you don't wish to include by clicking the '-' sign next to each item.
You can add new items to the agenda from the left hand side - expand each area and click the + button next to an item to add it to the template agenda.
Add any notes or comments that you'd like to display in all of the agendas.
When you're happy with the agenda, click Next to preview the details for your 1:1s.
Preview the details of your 1:1s (you'll be able to edit each agenda further for each employee once created).
Click Send at the bottom of the page to send a notification to all employees you have created agendas for, letting them know a 1:1 has been created and the due date set.
Customise each 1:1 agenda you've created
To amend each 1:1 agenda you have created and review the exact information added for each employee:
Hover over Reviews in the main menu and click 1:1 Meetings.
Find the 1:1 in the list on this page and click the icon under the Edit/View heading.
You will be taken to the 1:1 agenda for this employee where you can review the details added to their agenda automatically, and further edit by removing any data you do not want to include for this employee, and add any additional results/goals/OKRs/feedback. Plus add comments and notes specific to this employee.
Set a date and time for each 1:1 meeting
Once you have created multiple agendas, you can set a date and time for each individual 1:1 meeting by clicking the Schedule button against an individual meeting on the 1:1 Meetings page.
Once a date/time has been set, the manager and employee will receive an email notification with a calendar invite.
