How do I trigger a 1-to-1 meeting?

Getting Started

To trigger a 1-to-1 meeting, you have two options:

 

Option 1: Trigger a 1-to-1 meeting from within EvaluAgent's reporting suite. Ideal if you identify specific areas of under-performance when browsing through the reports.

 

Option 2: Trigger a 1-to-1 meeting from the menu. Ideal if you wish to focus a meeting on aspects of performance documented in a third party system. In this instance you can upload and attach files and records to the meeting.

 

Please Note: In order to set-up a 1-to-1 meeting, you will need the permission: Facilitate 1-to-1s & actions. See our guide roles & permissions explained


Option 1: Trigger a 1-to-1 meeting from reporting

1-to-1s are fully integrated into EvaluAgent's reporting suite enabling you to select and attach EvaluAgent performance data as the focus of a 1-to-1 meeting. Meetings can be triggered from four places:

 

(1) The Quality Performance Report

(2) The Insights Report

(3) Completed Evaluations

(4) The General Feedback Report

 

(1) Trigger a meeting from the Quality Performance Report

First, navigate to the performance data for the relevant agent to reveal the agent's performance heatmap.

 

If you have the the permission: Facilitate 1-to-1s & actions. you'll see checkboxes on each line item and each evaluation.

 

You can select data across multiple scorecards, but within any scorecard, you'll only be able to select either line items OR evaluations.

 

Once you've selected the data you wish to use as the focus of the meeting, a button will appear at the bottom of the screen: Schedule 1-to-1 meeting

 

On clicking the button, the meeting set-up form is revealed. For guidance on the meeting set-up form, See our guide: What information do I need to set up a 1-to-1 meeting?

 

(2) Trigger a meeting from the Insights Report

First, navigate to the Insights Report for the relevant agent to reveal the agent's Insight Report.

 

If you have the the permission: Facilitate 1-to-1s & actions. you'll see checkboxes alongside any development opportunities that have been automatically identified by the system.

 

You can select multiple development opportunities and, once you've selected the data you wish to use as the focus of the meeting, a button will appear at the bottom of the screen: Schedule 1-to-1 meeting

 

On clicking the button, the meeting set-up form is revealed. For guidance on the meeting set-up form, See our guide: What information do I need to set up a 1-to-1 meeting?

 

(3) Trigger a meeting from a Completed Evaluation

Anywhere you can access a completed evaluation, if you have the the permission: Facilitate 1-to-1s & actions. you'll see the Action: Schedule a 1-to-1 in the drop-down list.

 

On clicking this option, the meeting set-up form is revealed. For guidance on the meeting set-up form, See our guide: What information do I need to set up a 1-to-1 meeting?

 

(4) Trigger a meeting from General Feedback

First, navigate to the General Feedback for the relevant User to reveal their general feedback.

 

If you have the the permission: Facilitate 1-to-1s & actions. you'll see checkboxes alongside each piece of feedback.

 

You can select multiple pieces of feedback and, once you've selected the data you wish to use as the focus of the meeting, a button will appear at the bottom of the screen: Schedule 1-to-1 meeting

 

On clicking the button, the meeting set-up form is revealed. For guidance on the meeting set-up form, See our guide: What information do I need to set up a 1-to-1 meeting?

 


Option 2: Trigger a 1-to-1 meeting from the menu

Simply select the menu option: New 1-to-1...

 

On clicking the menu option, the meeting set-up form is revealed. For guidance on the meeting set-up form, See our guide: What information do I need to set up a 1-to-1 meeting?

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