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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. 

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

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:

  1. Expand the sidebar () and click One-to-Ones ().
    The One-to-Ones screen appears.
  2. Click Start new one-to-one.

    The New One-to-Ones session screen appears. 
  3. Select a user. 

    The one-to-one session starts. 
  4. In the Add a new note or goal field, enter the title of a goal, or enter a note.

  5. If you have created a goal, enter one or more commitments related to the goal. Commitments are smaller tasks that contribute to the overall goal.

    Goals 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.

      The Goal screen appears.
    • Click the Switch icon. 

      The view switches to the other user. 
    • Enter one or more goals.
    • Click Done. 

  6. [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. 

  7. [Optional] In the Add tags field, enter one or more tags. 

  8. Click Done. 

  9. [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.

  10. To end the one-to-one session, click End one-to-one.

Scheduling a one-to-one

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

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. 

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. 

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

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