Administration/Configuration

This page explains how to configure 1-on-1's to suit your company/team. These settings are only accessible to HR (in company settings) and managers for their direct reports (in team settings).

HR vs Managers

All of the following configurations are accessible to HR at a company level and managers (anyone with direct reports) at a team level. The only exceptions are:

Only HR configure whether 1-on-1's contribute to health
Only HR can rename the 1-on-1 feature

If you are a manager, your configurations will only affect your direct reports.

Configuring settings for 1-on-1's

To configure 1-on-1's, click the three lines in the top left corner of Crewmojo and click on "Company Settings" (or "Team Settings" if you are a manager configuring for a team).

Scroll down to "feature settings". Here you can turn 1-on-1's on or off, change their cadence, and configure how they contribute to health (HR only).

Cadence - dictates how frequently 1-on-1's are expected to occur.
Contributes to health (HR only) - here you can configure which 1-on-1's will contribute to individuals' health score. For example, if you wanted to place emphasis on regular 1-on-1's with direct managers, you could set this to "direct manager only".

Just below, HR can also change the name of the feature company-wide. This is helpful if you already have a name like "Check-ins" that you use to refer to regular meetings.

Configuring 1-on-1 meeting types and activities

1-on-1's in Crewmojo are based on templates known as "meeting types". When someone requests a 1-on-1, they are given a choice of several meeting types to structure the meeting. Configuring a meeting type involves ordering the essential aspects of the meeting and configuring which activities are required, optional and hidden.

Activities are specific, customisable tasks that are used to guide conversation and record information. This could include questions, specific conversation starters, and attachments.

To get started, click on 1-on-1 in company settings (or team settings for managers).

Activities

Crewmojo comes with ten default activities.

Learning and development
Personal Objectives
Team Objectives
Reviews
Career Path
All About Me
Feedback
Reviews
Last Snapshot
Values & Culture

To configure a new activity, click "Add an activity". Give it a name and a description (optional), and click save.

This will open a draft activity where you can add conversation starters and questions. To add conversation starters, click on the field, type the topic in and hit enter. You can easily delete with the bin on the right.

To add a question, click add under the questions area. This will bring up a new window. Enter the question as well as some addition explanation (optional). Click next.

Now you have several options for configuring the answer.

Yes/No - simply gives the option of yes or no
Numerical Rating - allows you to set the maximum rating between 2 and 10. For example, if it is set to 10, the answerer will be asked to give a rating from 1-10.
Text - supplies the answerer with a text box to write their answer in.
Multiple Choice - Allows you to name 2-5 options for the answerer to select one of.
Emoji - the answerer selects one of 3 or 5 emojis to represent their emotion.
Multi select - much like multiple choice, except the answerer can select all applicable answers instead of being limited to one, and there can be up to 10 options.

You can also uncheck "answer required" if you want to make the question optional.

Once you have configured the answer type, select who the question should be answered by. If you require the manager to respond, you can tick the box to hide their answer from the employee by default.

Save the question.

You question will now be listed in the questions section of the activity. You can always click the three dots to the right of any question to:

edit the question
reorder your questions
deactivate the question - the question will not appear in the activity. Check "show inactive questions" to view and reactivate these questions.

Attachments are a part of every activity. By clicking "add" you can upload any relevant document. This document will then appear in the activity so participants in the activity can easily download and view it.

Click the back button in the top left corner to return to the 1-on-1 configuration screen.

Meeting Types

Click on "meetings" and click "add a meeting type".

Give the meeting type a name and description (optional) as with activities. Select who can request the meeting and click save.

Your new meeting type will now appear at the top of the list. The tools icon on the right indicates that this meeting type is a draft. This means it needs to be activated before it can be used. Click on the three dots to the right to edit the meeting and activate it once it's ready.

Editing the meeting, you can configure the order of the meeting sections and hide irrelevant sections. Click the three dots to the right of a section to reorder or hide a section.

Next, scroll down to configure the activities. All the activated activities will be available in a list. You can select which are required, optional or hidden. Use the two lines on the left and drag and reorder them.

Click the back arrow in the top left to return to the meeting types list. Don't forget to activate your meeting so it can be requested.