This article explains the feature overview of the 1-on-1 Functionality Access: Users/Admin/Managers
The 1-on-1s Page aims to streamline the organisation, scheduling, and completion of 1-1 meetings scheduled through Plumm. Its purpose is to simplify the entire process, ensuring easy scheduling, management, and completion of these meetings. The feature's benefits include efficient time management, clearer communication among users, and improved tracking of one-on-one meetings.
Accessing the Feature
- Navigate to the People Page.
- Click on 1-on-1s.
- Track your scheduled and upcoming 1-on-1 meetings.
Detailed Feature Guide
Section 1: Basic Features
Managers/ Administrators:
- Add 1-1's: Managers have the privilege to create new 1-1 meetings directly from the platform, setting the date, time, and participants.
- Edit 1-1's: Managers can modify the details of scheduled 1-1 meetings, allowing for adjustments to dates, times, or meeting objectives.
- Complete 1-1's: After a meeting, managers can mark the 1-1 as completed, indicating the session has finished and may add their feedback or summary.
- View 1-1's and Activity Log: Managers have access to view all scheduled 1-1 meetings, check participant activity logs, and track the progress of meetings.
- Delete/Cancel 1-1's: Managers have the authority to cancel or remove scheduled 1-1 meetings when necessary.
Team Members:
- Attend 1-1's: Team can attend the scheduled 1-1 meetings created by managers and do not have access to create a 1-1.
- Add Notes to 1-1's: Users are enabled to jot down and save important notes during the 1-1 meetings for future reference or action points.
Section 2: Advanced Features
- Save time by generating 1-on-1 questions and a meeting description and invite using our AI tool.
- Use templates setup by your system administrator, or set one up yourself.
Section 3: Tips and Tricks for Managers
- Automated Question Generation: Utilise Plumm AI to efficiently generate 1-on-1 meeting questions, streamlining the process. You can save time using templates or generating agendas with our AI tool.
- Integration with 1-on-1 Templates Page: Seamlessly connect with the 1-on-1 Templates Page to access and utilise pre-defined templates for structuring one-on-one meetings. This integration simplifies the setup process by leveraging established templates, ensuring a standardised approach across meetings.
- Prepare for 1-on-1 meetings in advance by reviewing the agendas provided.
- Adding your 1-on-1 meetings as a task on your Tasks page creates a seamless experience.
Troubleshooting/Common Issues
Incomplete or Incorrect Meeting Details:
Issue: Sometimes, you might accidentally miss vital details or input incorrect information when scheduling your 1-1 meetings.
Solution: Keep an eye out for helpful tips or guidance while scheduling. Make sure to fill in all the required information accurately. The system might guide you by highlighting mandatory fields or providing suggestions to ensure completeness.
Limited Editing Capabilities:
Issue: You might face challenges while trying to modify scheduled meetings, making it hard to adapt to changes.
Solution: Look for available editing options. Understand how to efficiently update meeting details or make necessary changes to your scheduled 1-1 meetings. Get familiar with the tools provided to help you navigate these edits smoothly.
FAQs (Frequently Asked Questions)
Q1: How can I schedule a new 1-on-1 meeting?
A1: Navigate to the 1-on-1s Page, click "Add 1-on-1s," input meeting details, select invitees, customise questions, and confirm the meeting to send an invitation to your team member.