1:1s in Uptick are recurring meetings, every or every-other week, for 15-60min. Once a 1:1 has been set up, it generates each week based on your meeting cadence, with questions for you to respond to prior to your meeting time.
We always recommend that managers and team members communicate about how far in advance the manager would like the team member to have their responses shared with them - some managers prefer 24 hours in advance of the meeting, some managers are OK with an hour or less before the meeting.
In Uptick, a user in a manager role is the one who sets up and manages a 1:1, which includes the 1:1 questions and meeting schedule.
Once your 1:1 has been set up, you (team member) will receive an email from Uptick with an invitation to login to your account.
Once you log in, you will see the My 1:1s page. If a 1:1 has been set up for you, you will see a blue button in the upper right that says "Fill out 1:1", which will take you to your 1:1 questions to respond to.
See below for explanations on how the My 1:1s page works and how to fill out your 1:1.
Getting started: the My 1:1s page
When you log in for the first time, you'll see a My 1:1s page that looks like this:
The My 1:1s page is not your 1:1 - it's like an overview page for you. There is not a lot of content on the page at first, but it becomes populated with information over time.
To view your 1:1 and respond to the questions, click the blue "Fill out 1:1" button in the top right. (See the "How to fill out your 1:1" section below.)
Your upcoming 1:1
Your upcoming 1:1 meeting date and time is shown in two places - in the left sidebar, and up at the top of the page. This is when your 1:1 meeting will take place.
Your 1:1 responses will need to be submitted prior to this date/time - ideally with plenty of time beforehand for your manager to review your responses and come prepared to your meeting.
Talking points appear at the top of the page. This section is like a notepad or scratchpad where you can jot down "anything else" you want to remember to chat about with your manager in your 1:1. Talking points appear in a bulleted, "checkbox" list form.
- Talking points are private, which means your manager cannot see them.
- Talking points are not connected to a specific 1:1 date. This means talking points "live" up there at the top of the My 1:1s page until you check them off. Once they are checked off, and your current 1:1 is completed or a new 1:1 date is generated, then any completed talking points disappear from the list. Again, they function like a piece of scratch paper where you jot down a note and eventually throw it away 🙂.
- Talking points are not required. They are not part of the 1:1, and are optional. They are just there to be helpful!
Past 1:1s / 1:1 history
At the bottom of the My 1:1s page you will see your past 1:1 dates that you can click on to view. At first this section is blank, but 1:1 dates are listed here once you start meeting.
How to fill out your 1:1
Click the blue "Fill out 1:1" button in the top right to open up your 1:1:
As you scroll down the page, you'll see the 1:1 questions your manager has set up for you. To respond to the questions, write a comment and click the blue "Add" button:
Share your 1:1 responses
At the very bottom of the page you'll see a blue button that says "Share 1:1 responses". Until this button is clicked, your manager can't see anything that you've written except for any priorities you have listed.
Click "Share 1:1" when you are ready to share your responses with your manager. Your manager will receive an email notification.
You can continue to edit or add additional responses even after you have shared your 1:1, and they will automatically be visible to your manager.
Objectives and Priorities
There are two key sections built into Uptick that are used to track work progress:
- Objectives: these are usually higher-level, longer-term projects or goals, and the manager adds these for the team member. (This term can be renamed to Goals, Initiatives, etc., so you might see a different word in your account.)
- Priorities: these are meant to be things you are truly prioritizing getting done between now and your next 1:1. They are added by you - the team member - but the manager also has the ability to edit, delete, and add to the list after you have submitted your 1:1.
If you and your manager are using these sections in Uptick, here's how they work:
In the middle of the My 1:1s page, you can view any objectives that your manager has added for you:
To record progress on these objectives, you can do so on the My 1:1s page and/or when you are filling our your 1:1.
- On the My 1:1s page, use the dropdown to the left of each objective to mark off progress, and add any comments. Any actions taken or content added here will automatically pull into the Objectives question in your 1:1.
- When filling out your 1:1, you can check off progress on an objective, mark it as complete (or "done"), and add any comments.
The Priorities section on the My 1:1s page is blank at first, because you haven't started meeting yet. Priorities are the things you are focusing getting done between "now" and your next 1:1, and they're added by you when you fill out your 1:1. Then, they will appear in the section on the My 1:1s page:
In your very first 1:1, there is only one question on priorities, where you are prompted to add your priorities in a list format. Click the blue button to start adding priorities:
Once you submit your 1:1, your manager will also be able to add, edit, or delete priorities on this list. We recommend you talk through this list in your 1:1 meeting to make sure you're in agreement about what you will focus on.
In your subsequent 1:1s, you will see two questions on priorities. In the first one you can check off which priorities have been completed or carry over unfinished ones, and in the second question is where you set new priorities.