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1:1s

Contents

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

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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

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Creating 1:1s

Options

When you visit the module, you'll have two options:

  • Bulk Create 1:1s
  • Create New 1:1

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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:

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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":

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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:

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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

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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:

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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): 

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1:1s that are connected to your calendar will have a calendar icon in the top-right corner of the card:

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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

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The other notifications cannot be disabled. 

Using 1:1s

Add Agenda Topics

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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

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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

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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

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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:

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To resolve this, simply open the 1:1 series and click "Link this meeting with my calendar": 

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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. 

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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:

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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:

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From Betterworks

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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.