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Managers can schedule one-to-ones with their reportees to track performance goals. Goals can be set for both the manager and the reportee incase they to work collectively to achieve something. After a goal has been completed, the manager or reportee can mark it as complete. When all the goals have been completed, the one-to-one session can be closed. 

Info

For information about one-to-ones on the Fuse mobile app, see One-to-Ones (Mobile)


Info
You cannot participate in multiple one-to-one sessions at the same time. You must end your current one-to-one session before starting a new one.

Starting a one-to-one

If you are a manager or a reportee you can start a one-to-one session.  

To start a one-to-one session:

  • Expand the sidebar (Image Removed) and click One-to-Ones (Image Removed).
    The One-to-Ones screen appears.
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  • Click Start new one-to-one.
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    The New One-to-Ones session screen appears. 
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  • Select a user. 
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    The one-to-one session starts. 
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  • In the Add
    a new
    note or goal field, enter the title of a goal, or enter a note.
    Image RemovedIf you have created a goal, enter
    one
    or more commitments related to the goal. Commitments are smaller tasks that contribute to the overall goal.Image RemovedGoals and commitments can be assigned to a manager or a reportee. For example, a particular goal or commitment might only be applicable to the manager
    .

    To switch between a manager's and a reportee's goals:

  • Click the profile picture in the right-hand corner of a goal.
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    The Goal screen appears.
  • Click the Switch icon. 
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    The view switches to the other user. 
  • Enter one or more goals.
  • Click Done
  • [Optional] To add an item of content as a commitment:

    • Click add content.  
      The Select content screen appears. 
    • Select an item of content, such as a video or article. 
    • Click Select.
      The content is added to the list of commitments. 
  • [Optional] In the Add tags field, enter one or more tags. 
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  • Click Done

  • [Optional] To attach related items of content to the one-to-one, such as articles or videos: 
    • Click Attach content.
      The Select content screen appears. 
    • Click Public or Evidence Portfolio
    • Select an item content. 
    • Click Select.
      The content is added.

  • To end the one-to-one session, click End one-to-one.
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    Scheduling a one-to-one

    If you are a manager or a reportee you can schedule one-to-ones for a future date. 

    Info

    The earliest you can start a scheduled one-to-one session, is 10 minutes prior the start date and time. 

    To schedule a one-to one: 

    1. On the One-to-Ones screen, click Schedule a one-to-one

      The Schedule a one-to-one screen appears.
       
    2. Select a date and time for the one-to-one. 
    3. In the Where will it take place? field, enter a location. 
    4. In the Who is it with? section, select a user. 


    The one-to-one is created and added to the Upcoming one-to-ones list. 


    Info

    To download a scheduled one-to-one and add it to your calendar, click the calendar icon ().


    Accessing a one-to-one

    To access a one-to-one session you are currently participating in: 

    Expand the sidebar () and click One-to-Ones ().

    The one-to-one opens. 

    You can mark a commitment as complete by selecting the checkbox to the left of the commitment. 

    Viewing goals

    You can view goals assigned to you in past one-to-one sessions.

    To view a list of goals:

    1. On the One-to-Ones screen, click View all my goals

      The My Goals tab opens displaying a list of goals. 
    Info

    To hide goals you have completed, deselect the Hide completed toggle. 


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