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User Guide: How to Schedule and Customize 1-to-1s in Performance

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Sending and creating custom 1-to-1s

1. Navigate to Performance in the menu, and either select a recipient for 1-to-1 or click ‘Actions’ then ‘Schedule 1-to-1’ to create before sending

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If you have selected the individual click ‘Schedule next 1-to-1’

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2. Select date and time

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3. For recurring 1-to-1’s, click Make Recurring and choose frequency from the drop down menu

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4. Select a topic

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5. Either choose a pre-built template or choose custom to create your own

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6. Add Topic Name, and choose when to Activate 1-to-1 Access (Immediately, 1-3-7 Days Prior)

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7. Populate your custom question, select Answer type, and Allow ratings (out of 5)

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8. To add more questions, +Add Custom Question and repeat Step 7

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Populate question and choose Answer type

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9. Save Template, choose who can access a Topic (Only me or Organization wide), and Save 1-to-1

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10. Your Custom 1-to-1 Template will now appear in the drop down menu within Topics

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11. Admins can Manage Topics by navigating to Performance, Actions, Manage Topics

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12. Admins can delete Custom 1-to-1’s Topics under Actions by choosing Delete

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Continue reading, continue learning.

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