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  4. Performance Reporting

One on One (1:1) reporting via the HR platform

James Nixon
Updated
EH Content Team

1:1 meetings are a key component of a successful ongoing feedback model. The One and One (1:1) Reporting feature allows you to create a report on how your employees and their managers are doing with their One on One (1:1) sessions. You can drill this information down by the guests that attended, the organiser of the event, the date it occurred, and the meeting status.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Getting started

Create a 1:1 report
  1. Click the  Reports menu.
  2. Click the Development tab.
  3. Click the 1:1 Reports box.
    screenshot of the reports screem, with a highlight on the development tab and the one on one reports box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Guest.
    • Organiser.
    • Date range.
    • Status.
  5. Click the Filter button.
  6. Click on the 1:1 Report graph you want to view.
    screenshot of the 1:1 details screen showing the search filters you can use, highlighting the filter button and a graph representing one on ones based on dates

    Helpful Hint

    You will now see the details of the 1:1 sessions on your screen.

    screenshot showing the details of the one on one report

Daily activity

View responses for a 1:1
  1. Click the  Reports menu.
  2. Click the Development tab.
  3. Click the 1:1 Reports box.
    screenshot of the reports screem, with a highlight on the development tab and the one on one reports box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Guest.
    • Organiser.
    • Date range.
    • Status.
  5. Click the Filter button.
  6. Click on the 1:1 Report graph you want to view.
    screenshot of the 1:1 details screen showing the search filters you can use, highlighting the filter button and a graph representing one on ones based on dates
  7. Using the title, select the 1:1 that you would like to view.
    screenshot showing the details of the one on one report
  8. Select the drop-down options to see the response for each 1:1 discussion point.
    11reportview.jpg
View the status of a 1:1
  1. Click the  Reports menu.
  2. Click the Development tab.
  3. Click the 1:1 Reports box.
    screenshot of the reports screem, with a highlight on the development tab and the one on one reports box
  4. Filter your search based on the following:
    • Show terminated employees.
    • Guest.
    • Organiser.
    • Date range.
    • Status.
  5. Click the Filter button.

    Helpful Hint

    The following outlines the logic behind each status:

    • Scheduled - When a 1:1 has a date set to be held in the future.
    • Cancelled -  The organiser has cancelled the 1:1. The organiser can enter a reason for the cancellation, which can be viewed in the 1:1 report.
    • Not Held - A scheduled 1:1 has not been held, and the End Session button for the 1:1 has not been selected.
    • Held - The 1:1 has been marked as Held if the End Session button has been selected for that 1:1 session. Held 1:1 sessions cannot be edited. The report will outline the status of the 1:1s held within the selected date range.
    11status.jpg

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