In this article you will learn:
How the Performance Management Overview Page Works
In the Overview Page you are shown all Upcoming 1-to-1s as Scorecards and in the Location Performance Signals table, and can be filtered by date and by Location. These are displayed together with information on Trainings, Feedback and Attendance
However, you can also just look at the 1-to-1 data by selecting this option at the top of the page:
From this view you will have Insight Signals at the top of the page which indicate the most critical insights for the locations selected. If you click "View" the data underneath will filter to match the insights selected.
If you click "Send Reminder" for Overdue 1-to-1s, a pop up will appear to send an email to the line managers responsible for Overdue 1-to-1s
You can use the Location and Date Filters to drill into specific locations for information. You can also search here for specific employees:
How to Bulk Schedule Employees for 1-to-1s
Login to Bizimply
Click into the Performance Management Hub
Click into the 1-to-1s section
In the 1-to-1s hub, you can click into a specific location to view employees, or use the filters on the page to find the employees you wish to schedule
Use the check boxes to the left of each employee's name, to select the employees you wish to schedule (you can use the check box at the top to select all
Once you've selected your employees, click the Actions button, and select "Schedule 1-to-1" from the dropdown.
A pop-up will appear. At this point you will need to select the type of 1-to-1 (these must be created in your Settings before being assigned) you wish to apply in bulk; which Manager will be assigned the 1-to-1, and when the 1-to-1s are Scehduled for. Click Save when happy with your selections
How to Bulk Stop 1-to-1s
Login to Bizimply
Click into the Performance Management Hub
Click into the 1-to-1s section
In the 1-to-1s hub, you can click into a specific location to view employees, or use the filters on the page to find the employees you wish to schedule
Use the check boxes to the left of each employee's name, to select the employees you wish to schedule (you can use the check box at the top to select all
Once you've selected your employees, click the Actions button, and select "Stop 1-to-1" from the dropdown.
You will get a warning pop-up to let you know how many scheduled 1-to-1s are being cancelled and for how many employees:
Click "Stop 1-to-1s" to confirm your selections
How to Bulk Reschedule 1-to-1s
Login to Bizimply
Click into the Performance Management Hub
Click into the 1-to-1s section
In the 1-to-1s hub, you can click into a specific location to view employees, or use the filters on the page to find the employees you wish to schedule
Use the check boxes to the left of each employee's name, to select the employees you wish to schedule (you can use the check box at the top to select all
Once you've selected your employees, click the Actions button, and select "Reschedule 1-to-1" from the dropdown.
A pop-up will appear where you will need to assing the Manager for the rescheduled 1-to-t, and also assign the new date. Click "Save" when you are happy with your selections.
