A 1 on 1 is a meeting between a manager and one of that manager’s direct reports. The 1 on 1 tab will include the ability to conduct, prepare for, and schedule 1 on 1s. You can access this tab through the ‘Manage’ link in the navigation menu. Users in a company that have the 'Lead' product and who have direct reports will see this menu option.
Scheduling 1 on 1's
When a manager first clicks on the 1 on 1 tab, it will appear as above. The manager’s direct reports will appear in the ‘Team members needing a 1 on 1 schedule’ area. Each of your direct reports should have a 1 on 1 schedule set up in Motivosity. Click the 'Schedule' button to set up the schedule. If you'd like to schedule a one-off or immediate 1 on 1 meeting you can use the green plus icon on the right side of the calendar displayed at the top. Individual meeting times can be moved into the preparation area if necessary.
When a manager clicks on the 'Schedule' button, they are able to choose the frequency of the repetition. The options are Daily, Weekly, and Monthly.
The 'Daily' option allows the schedule to be set one or more times per week. This example below shows that someone would have a 1 on 1 on Monday's and Thursday's at 10 am. The Weekly option allows the schedule to happen on a specific day of the week. And the Monthly option allows the schedule to happen at a specific time of the month (i.e. the first Monday of every month):
The calendar view contains everybody’s scheduled 1 on 1. If the box has a dark blue header, it contains at least one meeting that is the NEXT available 1 on 1 for that team member. When a direct report's 1 on 1 is scheduled, they will be able to connect the calendar to their work calendar. Click the 'Connect your work calendar' option below the scheduling section. You can then click on 'Create Unique URL' and this will populate a URL for you to copy to your preferred calendar subscription.
If you use:
Gmail: Select the + icon to 'Add' another calendar, then select the 'From URL' option. Paste the URL in the open text and 'Add to your Calendar'.
iCloud: In your iCloud Calendar, head to 'File' and select 'New Calendar Subscription'. A pop up will display that you can paste your URL into to add it to your calendar.
Outlook: We've linked an article from Microsoft that will show you how to link the URL to your Calendar
Please Note: All upcoming meetings can be edited. Also, when the days are not consecutive, you'll notice 3 vertical dots in between each schedule.
When a meeting gets a repetitive schedule attached, a single 1 on 1 meeting instance record is immediately created. This is the record that will have all upcoming agenda items and notes attached to it.
When a meeting is created, both participants will receive an email notifying them of the scheduled 1 on 1.