One-to-one meetings

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Table of Contents

Creating a One-to-One Meeting by the Administrator
Creating a One-to-One Meeting by the User
Viewing a One-to-One Meeting

In addition to training tasks and personal tasks, a One-to-One Meeting can be added to the Development Plan.

This is a tool for recording in the system the outcomes of face-to-face one-on-one meetings with a mentor or manager to discuss the progress of tasks in the Development Plan, their completion results, and related topics.

To conduct such a meeting, you need to:

Add a One-to-One Meeting task to the user's Development Plan.
Within the timeframe specified when creating the task, organize and conduct an in-person or online meeting between the employee and their mentor or manager. If needed, comments can be added within the Meeting task.
Complete the Meeting by filling in the Meeting Summary. It can be filled out either by the employee or by their mentor or manager.

A One-to-One Meeting is considered complete only when the Meeting Summaryhas been filled out.

A Meeting can be created either by the Administrator or by the User.

Creating a One-to-One Meeting by the Administrator

To add a One-to-One Meeting to a Development Plan, the administrator needs to:

go to the Development - Development Plans menu;
find the user in the table and open their Development Plans.

select the Development Plan to which the One-to-One Meeting will be added and click the “Review” button;

click the Add button;

add a One-to-One Meeting to the user's Development Plan:

(1) - Select the task type – One-to-One Meeting;
(2) - fill in the Meeting title;
(3) - fill in a Task description – using the editor, you can insert links, dropdown menus, change font color and size, etc.;
(4) - fill in Task point - subtasks can be added to the Meeting (subtask fields are required, and you can also fill in their description). Point can be deleted using the corresponding button;
(5) - Upload file (the user cannot delete files uploaded by the administrator, only upload is available);
(6) - Select the Meeting Tutor – if not selected, the task will not be created;
(7) - Select the task block (more details Tasks blocks);
(8) - Select the task type (more details Types for personal tasks);
(9) - Specify the Calendar period – this is the approximate calendar timeframe within which the meeting should take place, e.g., a specific week or month.

To save the Meeting, click the Save button.

Creating a One-to-One Meeting by the User

To add a One-to-One Meeting, the user needs to:
In the Development Plan (menu Learning- My Tasks - Filter: My Development Plans - select the desired Development Plan or menu Development - My development plan - select the desired Development Plan), click the Add button.

fill in all the required fields to create a task:

To save the Meeting, click the Save button.

Viewing a One-to-One Meeting

After the Meeting is created, it will appear in the list of tasks in the Development Plan:

The Administrator can edit and delete tasks with a One-to-One Meeting from the Development Plan.
The User can only view One-to-One Meetings and edit those they have personally created:

When editing a One-to-One Meeting, you can change all fields filled in during creation, except for the task type.

When viewing a One-to-One Meeting, the following information is displayed:

(1) - Meeting Title;
(2) - Task Description;
(3) - Meeting points – checkboxes can be used to mark completed points;
(4) - Detailed task information;
(5) - Meeting Summary – a comment with the results of the Meeting, required to be filled in after the Meeting is completed in order to close it;
(6) - Comments – you can leave comments on the task.

The edit button is available only to the Administrator, and to the User for Meetings they have created themselves.

Additionally, when a task is assigned to a user, a notification is sent based on a template Task has been assigned to a user's PDP.