With Uptick, a 1:1 is an every or every-other week meeting between a manager and team member, lasting 15-60 minutes.

A manager or team member can set up a 1:1, but the manager is the one who manages it going forward.

Prior to a 1:1 meeting, the team member fills out the 1:1 questions and shares their responses with their manager, and then the manager reviews the responses and can add comments. Comments can also be done in real-time, during the meeting.

If you're brand new to Uptick, right away you'll be prompted to set up a 1:1.

For a manager setting up a 1:1 with a team member, click the blue "Add 1:1" button.

For a team member initiating the 1:1 setup with their manager, choose the "click here" option below.

If you have one or more existing 1:1s, add a new 1:1 from the My 1:1s page.

Click "Add 1:1" in the upper left on the My 1:1s page.

For a manager setting up a 1:1 with a team member, click the blue "Add 1:1" button.

For a team member initiating the 1:1 setup with their manager, choose the "click here" option below.

1:1 setup: choose a team member, decide what questions you want to ask, and pick your meeting schedule.

Choose a team member, or create a new user

Choose a user from the drop-down list, or create a new user (first name, last name, and email address).

Note: An email will not be sent until the setup has been completed.

If you don't see your team member's name but know they have an Uptick account, talk to an Admin on your account to make sure you are assigned as that team member's manager in Uptick. (Not sure who an account Admin is? Check the Users page.)

Decide what questions you want to ask

There are several ways you can set up questions for your 1:1:

  • Use Uptick's "Starter Questions" set
  • Create questions individually for the team member
  • Create a custom question set for your team
  • Use decks from Uptick, which are organized by topic, to rotate fresh questions in
  • ...or a combination!

The "Choose set" step is useful when you want to use 1:1 questions across your team.

A set is a grouping of 1:1 questions created by you, the manager, and any sets you create will show as options to use for each of your 1:1s. (They will appear next to the Uptick Starter Questions set.) For example, you could create a set with the core 1:1 questions you want to ask every team member, and then add specific questions in for each individual. See more in the question sets article.

The "Uptick Starter Questions" set is a group of default questions from Uptick. It is automatically selected when you are creating a new 1:1, but you can deselect the set and start from scratch. See more in the question sets article.

Note: Only one set can be used at a time in a 1:1.

Using a set is not required - just deselect the selected set and move on to the "Edit questions" step.

The "Edit questions" step is where you do more fine-tuning. (If you have deselected a set on the "Choose set" step, you'll see options to start building your 1:1 questions from scratch.)

  • If using a set, questions that are part of a set are noted by the yellow "link" icon.
  • Questions that require more information before completing the 1:1 setup are outlined in yellow. (Like the objectives question, which requires the manager to add at least one objective for the team member.)
  • You can 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 an individual question for the user, or to add in decks.
  • 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.
  • 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.

Set the 1:1 schedule

Set up the recurring meeting schedule for your 1:1. Select a start date, every or every-other week frequency, meeting time, and duration. Calendar event invitations are enabled by default. This means that when the 1:1 is created Uptick will generate a recurring calendar event sent to both manager and team member.

Note: If you want to reschedule a 1:1 meeting or change the recurring schedule, it will need to be done in Uptick, and Uptick will generate an updated calendar event.

Click Create 1:1 to complete the setup, and your team member will be notified.

Click the blue "Create 1:1" in the upper right corner, you will be asked to confirm, and then Uptick sends an email notification to the user and invites 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 brought 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!

Use the blue chat icon in the lower right corner of your Uptick account to send us a message. There are 4 of us that connect with customers because we want it to be personal 🙂. We'd love to hear from you!

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