In this article you will learn:
How to Assign a 1-to-1 With an Employee
Login to Bizimply
Click on Employees
In the Employee Table, select the profile of the Employee you wish to assign a 1-to-1 to
In their employee profile, click into the Performance tab
At the top of the page click the button/box that says "Schedule a 1-to-1"
A page will open which will ask for you to provide the Type of 1-to-1, the manager who should manage it, and the date for when it should occur. Click save to Schedule it.
How to Reschedule a 1-to-1 with an Employee
Login to Bizimply
Click on Employees
In the Employee Table, select the profile of the Employee you wish to reschedule the 1-to-1 with
In their employee profile, click into the Performance tab
In the Performance Timeline, select the 1-to-1s section
In the row of the 1-to-1 you wish to reschedule, click on the 3 dots under "Actions", and select "Reschedule" in the dropdown menu
A pop-up will appear to update the 1-to-1: at this point you can also change the the Manager the training is assigned to as well as the date.
Click 'Save' when you're happy with your changes.
How to Stop a 1-to-1 with an Employee
Login to Bizimply
Click on Employees
In the Employee Table, select the profile of the Employee you wish to stop the 1-to-1 with
In their employee profile, click into the Performance tab
In the Performance Timeline, select the 1-to-1s section
In the row of the 1-to-1 you wish to reschedule, click on the 3 dots under "Actions", and select "Stop 1-to-1s" in the dropdown menu
A pop-up will appear as a warning to let you know that the 1-to-1 will be cancelled
Click "Stop 1-to-1" to fully delete the scheduled 1-to-1
How to Log a 1-to-1 with an Employee
Login to Bizimply
Click on Employees
In the Employee Table, select the profile of the Employee you wish to stop the 1-to-1 with
In their employee profile, click into the Performance tab
In the Performance Timeline, select the 1-to-1s section
In the row of the 1-to-1 you wish to Log, click "Start 1-to-1".
A new page will open a new page which is where details for the 1-to-1 can be completed
Performance Insights will be at the top of the page to help with conducting the Review. There is a space for discussion notes, the ability to attach a file if needed, and space to add Follow Up Actions.
The Next 1-to-1 Date will autopopulate based on the 1-to-1 type settings, but the data can be changed
Click "Complete & Save" when the review information has been added.
How to View and Edit a 1-to-1 with an Employee
Login to Bizimply
Click on Employees
In the Employee Table, select the profile of the Employee you wish to stop the 1-to-1 with
In their employee profile, click into the Performance tab
In the Performance Timeline, select the 1-to-1s section
In the row of the completed 1-to-1s you will see the button "View Details. Click on this to view the details of the 1-to-1 recorded in a side panel.
If you need to Edit the 1-to-1, click the three dots under Actions, and select "Edit from the dropdown. This will open a side panel where you can edit the text, change attached file by deleting them or adding more; and change the follow up actions
Click "Complete & Save" when you've finished with your edits