Contents
- Overview
- Setup Process
- Creating 1:1s
- Using 1:1s
- Updating, Archiving & Deleting 1:1s
- Additional Resource
- FAQs
Overview
The 1:1s feature allows users to have more effective meetings, leveraging the data already in Betterworks. With 1:1s, users can:
- Set agenda topics
- Add action items
- Share notes
- Keep private notes
Setup Process
Enable 1:1s
You can enable the 1:1s module by going to:
Admin → Platform Configuration → 1:1s → Settings
Note: If you don't see this option, please contact your Program Architect or Customer Success Manager.
Rename the 1:1s module
You can rename the 1:1s module by going to:
Admin → Platform Configuration → Organization Branding → Naming
Creating 1:1s
Options
When you visit the module, you'll have two options:
- Bulk Create 1:1s
- Create New 1:1
We recommend connecting your calendar to Betterworks so that you can import existing meetings as 1:1s. This will also ensure that your calendar remains the source of truth.
Bulk Create 1:1s
1. You'll be prompted to connect either your Google Calendar or Outlook Calendar. Select one and follow the prompts:
2. Upon a successful connection, Betterworks will search your calendar for recurring meetings four weeks out. Only meetings that are weekly, biweekly, triweekly, or monthly will be recognized.
3. If a recurring meeting is found, you can import it by selecting the meeting and clicking "Create Meeting":
This will create a 1:1 series whose connection to your calendar is indicated by a calendar icon in the top-right corner of the card:
If a recurring meeting is not found on your calendar, simply Create New 1:1 and select "Repeat".
The other participant will receive three notifications related to the 1:1 series:
- A notification right after the 1:1 series is created
- A notification one hour before each 1:1
- A notification on the following Sunday, summarizing 1:1s from that week
Participants can only disable the notification that is sent one hour before each 1:1 by going to:
My Settings → Notifications → 1:1 Notifications
The other notifications cannot be disabled.
Create New 1:1
1. You'll be prompted to connect either your Google Calendar or Outlook Calendar. Select one and follow the prompts:
2. Upon successful connection, select a user. Betterworks will search your calendar for meetings four weeks out.
3. If a meeting between you and the select user is found, you can import it. Otherwise, simply create a 1:1 from scratch by entering a start date, an end date and selecting "Repeat" (if applicable):
1:1s that are connected to your calendar will have a calendar icon in the top-right corner of the card:
The other participant will receive three notifications related to the 1:1:
- A notification right after the 1:1 is created
- A notification one hour before the 1:1
- A notification on the following Sunday, summarizing 1:1s from that week
Participants can only disable the notification that is sent one hour before the 1:1 by going to:
My Settings → Notifications → 1:1 Notifications
The other notifications cannot be disabled.
Using 1:1s
Add Agenda Topics
An agenda topic can be:
- Added by either participant
- Moved up/down by either participant in order of priority
- Comprised of a single URL
- Marked as complete by either participant (during or after the 1:1)
- Deleted by the participant who added it
If a 1:1 is part of a series and an agenda topic is not marked as complete within three hours after the 1:1 ends, it will automatically be rolled over to the following 1:1 in the series.
Add Action Items
An action item can be:
- Added by either participant
- Moved up/down by either participant in order of priority
- Comprised of a single URL
- Marked as complete by either participant (during or after the 1:1)
- Deleted by either participant
If a 1:1 is part of a series and an action item is not marked as complete within three hours after the 1:1 ends, it will automatically be rolled over to the following 1:1 in the series.
Share Notes
Shared notes will help you to add more details that do not fit in agenda topics or action items. They will be visible to both participants.
Keep Private Notes
Private notes are only visible to the participant who added them. You can show/hide private from your own view. This is useful if you need to share your screen during a video call, but want to ensure that the other participant doesn't see your private notes.
Updating, Archiving & Deleting 1:1s
Update 1:1s
From Calendar
We recommend updating the meeting(s) on your calendar as it will automatically update the connected 1:1 or 1:1 series in Betterworks. You can update the following items:
- Event name
- Date
- Time
Applying these updates to "This and following events" will cause the 1:1 series ID to change, disconnecting it from the 1:1 series in Betterworks. A 1:1 series that has been disconnected from your calendar will have an alert icon in the top-right corner of the card:
To resolve this, simply open the 1:1 series and click "Link this meeting with my calendar":
From Betterworks
1. Click 1:1 or 1:1 series.
2. Update the 1:1 or 1:1 series name, date, time, agenda topics, action items, or notes.
Archive 1:1s
Only a past 1:1 or 1:1 series can be archived. If a 1:1 series is connected to your calendar, you'll need to end the recurring meeting in your calendar before you can archive the connected 1:1 series.
1. Click the 1:1 or 1:1 series.
2. Click the settings (gear) icon.
3. Select the "Archive" option.
4. Click "Save".
Unarchive 1:1s
When a 1:1 or 1:1 series is archived it will move to the "Archived" tab in the 1:1s module:
1. Go to the "Archived" tab.
2. Click the 1:1 or 1:1 series.
3. Click "Unarchive".
Delete 1:1s
Only the owner of a 1:1 or 1:1 series can delete it. Also, a past 1:1 or 1:1 series cannot be deleted, only archived.
From Calendar
We recommend deleting the meeting(s) from your calendar as it will automatically update the connected 1:1 or 1:1 series in Betterworks. 1:1s connected to a calendar meeting will display with a strikethrough line when deleted:
From Betterworks
1. Click the 1:1 or 1:1 series.
2. Click the ellipsis (...).
3. Select "Delete this instance".
Additional Resource
We have a great course for 1:1s in Betterworks University (our Learning Management System).
FAQs
Can I see 1:1s created in Betterworks on my calendar?
Not at this time. Your calendar can send data to Betterworks, but Betterworks cannot send data to your calendar.
Can I create more than one 1:1 series with the same user?
Not at this time. You can only create one 1:1 series per user.
What happens if a participant declines a meeting from the calendar?
Meetings declined in a participant's calendar will have no impact on the connected 1:1. The meeting will need to be deleted.
Do managers have any visibility into the 1:1s of their direct reports?
Not at this time. 1:1s are only visible to the participants.
Is there any reporting for administrators on 1:1s (i.e. which users are having 1:1s, how many 1:1s are occurring over a period of time, etc.)?
Not at this time. Data from 1:1s is not available in reporting.
Does an administrator need to take any action for users to sync with their calendars?
There is no need. Authentication happens directly at the user level.