Please note: You need to have admin access in order to create 1-to-1 types
In this article you will learn about:
Before you can schedule any 1-to-1s on Bizimply, you need to create the types of 1-to-1s in your Settings.
1-to-1 Settings: Creating a 1-to-1 Types
Login to Bizimply
Click on your name/email in the top right-hand corner, and select 'Settings' from the dropdown menu
Click on Performance Management on the left-hand side
Click on 1-to-1 Settings
Click "Add 1-to-1 Type"
Enter in a name for the Type of 1-to-1, and then decide whether it's a once-off or recurring.
If it's Recurring, you must enter the schedule by week it will recur e.g. weekly, monthly, annually, and if you want to automatically schedule and assign the 1-to-1 to all new starters:
If it's Once-Off (probation-style) you can set the days until it's due from when it's assigned to an employee e.g. 30 days. and if you want to automatically schedule and assign this 1-to-1 to all new starters:
7. Click Save. The 1-to-1 type is now available to be assigned in the Performance Hub or in an Employee Profile.
Deleting 1-to-1 Types
You can edit or Delete 1-to-1 Types from your Settings.
Go to Settings
Go to Performance Management
Got to 1-to-1 Settings
Select the Type from your created list that you wish to delete, by clicking on the Bin or Trash icon at the end of the row:
A pop up with confirm if you want to Delete this 1-to-1 type
Deleting a type cancels any upcoming scheduled 1-to-1s - they will be removed from the Overview and company-wide tables. Because of this, it's important to check upcoming scheduled 1-to-1s in case any are affected. Previous 1-to-1 records of that types will not be affected and will remain as records.
How to Manage your Performance Management Notifications
If you'd like to have email alerts for your different Performance Management types e.g. an email is sent when a training, feedback or 1-to-1 is created, due, upcoming, or unresolved. You can set them up in your Nofication Settings
Login to Bizimply
Click on your name/email in the top right-hand corner, and select 'Settings' from the dropdown menu
Click on Performance Management on the left-hand side, and click into Performance Hub Notification Settings
Here you will have a list of each type of notification you can receive. For each, you can decide if the Manager assigned and/or the Employee should receive an email notification for the specific actions listed. Upcoming Trainings and 1-to-1s will be notified 7 days in advance.