What is a 1:1 in Uptick?
A 1:1 through Uptick (or, "one-on-one") is a recurring meeting between two people, weekly or bi-weekly, for 15-60 minutes.
For every 1:1, one person is in the "manager role" (who can control the setup of the schedule, questions, etc.), and the other person is in the "team member role" (responding to the questions and sharing their responses).
The types of 1:1s that can be set up:
A manager setting up a 1:1 with a direct report
A team member initiating setting up a 1:1 with their manager
A skip level 1:1, set up by either the "manager" or the "team member"
A second manager (if a team member reports to more than one person), set up by either the manager or the direct report
A 1:1 with someone on a project team, set up by either the "manager" or the "team member"
Once a 1:1 is active, it automatically generates each time based on the set meeting schedule. The team member can login to their account and view the questions and start responding to them at any point.
The team member shares their responses ahead of the meeting time, so the manager has a chance to read what they've written and make any comments. This workflow helps both people come to the meeting with shared context, and you can spend your time together focused in on talking about the right things.
If you have questions at any point, use the blue chat icon in the lower right to send us a message - we're here to help 😊
How to set up a 1:1
Start by choosing which kind of a 1:1 you'd like to set up: with a direct report, "my manager" (where a team member can initiate the 1:1 setup), or "someone else".
Selecting "someone else" allows for skip level, additional manager, and project team setups:
If you already have 1:1s set up and are looking to add a new 1:1 for another person, on the My 1:1s page click "Add 1:1" in the upper left corner. This will bring you into the 1:1 setup.
Choose your questions, select/add a team member, and set your recurring meeting schedule
1. Decide what questions you want to ask
Use an Uptick template of 1:1 questions to get up and running in no time!
Once you click on a template, the preview appears to the right. When you've made a selection, in the upper right click the blue button "use this template"..
If you have any question sets created, you will see them appear below the templates section as options to choose from. A set is a grouping of 1:1 questions created by a manager to use across their team. See more in the question sets article.
Or you have the option to build your 1:1 from scratch.
The "Edit questions" step is where you fine-tune the questions you want to ask.
Questions outlined in yellow require more information before the setup can be completed. (Like the goals question, which requires the manager to add a team member and at least one goal.)
Re-order questions by dragging and dropping them, even if they are part of a set.
Click "Add question" at the bottom of the page to add additional questions, like decks. Decks are collections of questions organized by topic, and when a deck is used in the 1:1, one question at a time is shuffled into each 1:1.
Change the frequency of a question by clicking the dropdown "every 1:1" and changing it to "every other 1:1".
Delete a question by clicking the trash can icon.
If using a set, questions that are part of a set are noted by the yellow "link" icon.
For questions not linked to a set, you can click on the question category drop down list and select a different category name. These category names are helpful for search purposes - they do not appear in the 1:1.
For questions linked to a set, click the 3-dot menu to be taken to the set for editing, or you have the option to remove the set and start from scratch.
Once you have your 1:1 questions set up the way you want, click "Next" in the upper right to add a team member and set the meeting schedule. At the end of the setup when you click "create 1:1", you'll be asked if you'd like to save your questions as a set to use for other team members.
2. Choose a team member, or create a new user
Choose a user from the list, or create a new user (first name, last name, and email address). An email will not be sent until the setup has been completed.
If you don't see your team member's name in the list but know they have an Uptick account, talk to an Admin to make sure you are assigned as that team member's manager in Uptick. (Not sure who an Admin is? Check the Users page.)
3. Set the 1:1 schedule
Set the recurring meeting schedule for your 1:1. Select a start date, every or every-other week frequency, meeting time, and duration.
If you enable calendar event invitations, when the 1:1 is created Uptick will generate a recurring calendar event and send to both manager and team member. Any future changes made to the 1:1 schedule in Uptick will generate an updated calendar event.
Complete the 1:1 setup, and your team member will be invited to Uptick.
When you're ready to complete the 1:1 setup, click the blue "Create 1:1" button in the upper right corner. Uptick will ask if you want to save the questions as a set, which can be used for your other team members.
You'll be asked to confirm that you want to invite your team member, and then that user will receive an email notification inviting them to their Uptick account.
Not quite ready yet? Save your 1:1 as a draft.
In the upper left, click "Save & close draft", and your work will be saved and you'll be taken to the My 1:1s page. Your draft will be nested under the "Drafts" section in the left sidebar, and you can continue editing the draft at any point by clicking on it.
"Discard draft" deletes any work you've done on the 1:1, and returns you to the "Start a new 1:1" screen or the My 1:1s page.
Have a question? Or want some help? Send us a chat. We're here to help! 🤝