As an admin, you have access to your organization's 1:1s. This will give you an overview of how 1:1s are being used from the Admin panel. 

To get started, go to the Reporting section of Lattice and navigate to 1:1s from the left-hand side.

Reporting

The 1:1 reporting page will give you a high-level overview of how employees are using and engaging with the 1:1 tool.

Who can see the updates reporting tab?

  • Admins will have access to this under their "Admin" page under "1:1s"
  • Managers will have access to this on their "Your Team" page.
  • Managers of Managers will see this on the "Your Team" page.
  • Employees with Custom Role Permissions will see this on their "Admin" page.

What information is available?

The Participated metric can be seen in the graph at the top of the Reports page:

  • Participated: the Participated graph will show you the number of 1:1s held between an employee and their manager.

If one of the following four criteria is true, a 1:1 will count as participated:

  • Have one created talking point (non-recurring)
  • Have one shared note
  • Have one talking point checked off
  • Have one comment on any talking point
  • Have an Action Item created in the meeting
  • Have an Action Item completed in the meeting

When you are viewing a graph, the delta metric at the top compares the change between the previous date range interval and the current date range interval. For example, if you are viewing the last 90 days, the delta is the difference between the metric 180-90 days ago compared to the metric from the last 90 days. If you change the date range to 30 days or 365 it's the same behavior. If your graph is set on All Time, there is not a delta shown.

Below the graphs you will find a table view of the data in the graph above:

Grouping and Filtering Your Data

When viewing the graphs, you can add more groups by clicking on the “+” sign (Lattice defaults to the first 8 options):

You can also make group visible or invisible on the graph by clicking on the grouping name:

Here’s more detail on Groupings and Time Range:

  • Group by: you can adjust how your information is being grouped by clicking on the “Group by” filter. Here, you will see a list of all employee fields that are currently in Lattice, including any custom fields that you may have created. (This functionality is not available to managers.)
  • Time range: this allows you to adjust over what period of time you are analyzing the data. You can choose different set timeframes or a custom range.

Auditing

As your organization uses 1:1s, admins can get an overview of how engaged people are from the Audit tab.

The "All 1:1s" tab under the Auditing section lists every 1:1 that has occurred between a manager and their direct report within the organization. To see any notes or agenda items associated with the meeting, click the "View" button. 

You're able to toggle by date range or search by individual as well.

As an admin, you're able to delete 1:1s in cases where managers or individuals request this on their behalf. Go to "All 1:1s > Search for the direct report or manager > Click the 3 dots on the right-hand side> click "Delete 1:1".

You're also able to export a CSV which will give you an export of whatever 1:1s are shown on the page.

The Individuals tab is where you can see the Frequency of the meetings, the date of the next meeting, and the participation rate. 

The participation rate shows how many meetings have met the criteria below compared to the total amount of 1:1s that have been scheduled between direct report and manager.

If one of the following four criteria is true, a 1:1 will count as participated:

  • Have one created talking point (non-recurring)
  • Have one shared note
  • Have one talking point checked off
  • Have one comment on any talking point

You can also see if 1:1s are active, previously active, or if they're inactive for the employee. 

You can search by an employee or a manager's name, by the department, by status, and/or by time range.

In the Individuals tab, you have the ability to see how many managers have 1:1s enabled for their direct reports. To do so select the manager you would like to view and select the status as "off".

This is useful to look at when you're interested in seeing who out of your managers is having consistent meetings and check-ins with their reports. Visibility into this kind of information can help as you have discussions with your leadership team about employee engagement. 

What's Next?

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