Admins have visibility into the analytics for their organization's 1:1 meetings to ensure that managers and direct reports utilize the tool to keep up with employee progress and workplace challenges.
This article contains the following topics:
To get started, navigate to Admin > 1:1s > Reporting or Auditing.
Analytics visibility
Who can see the 1:1 Reporting and Auditing pages?
- Admins will have access to the company's reporting and auditing views from the Admin Reporting page.
- Managers will have access to their team's reporting and auditing views from the Reporting page via the Discovery Navigation, except for the Auditing's 1:1s tab.
- Managers of Managers will see their direct and indirect report's reporting and auditing views from the Reporting page via the Discovery Navigation, except for the Auditing's 1:1s tab.
- Employees with custom role permissions can access their assigned group's reporting view from the Admin Reporting page.
1. 1:1 Reporting page
The 1:1 reporting page will give you a high-level overview of how employees use and engage with the 1:1 tool.
What information is available on the Reporting page?
The Participated metric can be seen in the graph at the top of the Reporting page:
- Participated: the number of 1:1s held between an employee and their manager. Note that non-employee-manager relationships will not count towards the participated metric.
If one of the following 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
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Delta: Compares the change between the previous date range interval and the current date range interval.
For example, if you view 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, no delta is shown.
Table view
The table view will adjust based on the Group by filter (department, individual, manager, etc.). The view includes the following:
- Enabled: The number of people in this group who have at least one 1:1 setup over the total number of people in this group
- Participated: The number of people in this group who have at least one 1:1 setup over the total number of people in this group.
Grouping and filtering your data
Adjusting groups within the Participation Graph
When viewing the graphs, you can add more groups by clicking on the + sign (Lattice defaults to the first eight options):
You can also make group visible or invisible on the graph by clicking on the grouping name:
Filters
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 currently in Lattice, including any custom fields you may have created. (This functionality is not available to managers.)
- Time range: this allows you to adjust over what period you are analyzing the data. You can choose a different set of timeframes or a custom range.
2. 1:1 Auditing page
Admins can view how engaged 1:1 participants are within their 1:1 relationships.
Auditing page: 1:1s
The 1:1s tab lists individual 1:1 meetings between all participants within the organization, including non-manager relationships.
What information is available on the Auditing 1:1s tab?
- Date: The date and time a 1:1 occurred
- Participant: The second employee who is participating in the 1:1 relationship
- Owner: The employee who created and is a participant in the 1:1 relationship
- Participated: Whether or not a meeting counts as Participated based on the Participation criteria
1:1s tab: Search and filter
- Search people: Use the bar to search for a specific participant or owner
- Time range filter: Filter by a particular date range the meeting occurred
1:1s tab: View agenda items
Select View next to each agenda to see talking points, shared notes, and action items related to the individual meeting.
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1:1s tab: Delete a 1:1 agenda
As an admin, you can delete 1:1s in cases where managers or individuals request this on their behalf. To delete:
Search for the participant and find the associated agenda > Select the ellipsis (...) > Select Delete 1:1.
1:1s tab: Export 1:1 data
You can export your data as a CSV, which will include meeting times, timezone, participants and owners, talking points, action items, and shared notes.
Auditing page: Individuals
The Individuals tab is where you can see meeting frequency, date of the next meeting, and participation rate for manager-employee relationships.
This data is helpful to understand which managers are having consistent meetings and check-ins with their reports. Visibility into this kind of information can help you discuss employee engagement with your leadership team.
What information is available on the Individuals tab?
- Name: The name of the individual participant
- Manager: The name of the participant's manager and the second participant
- Frequency: The rate at which the employee-manager meet
- Next meeting: The date and time of the next scheduled meeting
- Participation rate: The number of meetings that are considered participated over the total amount of scheduled meetings
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:
- 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
Individuals tab: Search and filter
To take a deeper dive into your data, you can use the following:
- Search people: Use the bar to search for a specific participant or owner
- Manager: Filter by all 1:1 relationships for a particular manager
- Department: Filter by all 1:1 relationships for a particular department
- Status: Filter by active, previously active, and 1:1s relationships that were never turned on
- Time range filter: Filter by a specific date range the meeting occurred
Individuals tab: Export 1:1 data
You can export your data as a CSV which will include participants and owners, meeting frequency, next meeting date, participation rate, and participation and total meeting count.