If there are no active Quarterly Discussions in your 1-on-1 tool, click Create Discussion in the middle of the screen.

 Otherwise, follow these steps:

1. Click 1-on-1 from the left navigation.
2. Click Create Quarterly Discussion.
3. Name this Quarterly Discussion and provide a Description.
4. Choose a Time Period:
   1. Click a start and end date from the pop-up calendar or
   2. Click one of the custom buttons at the top of the pop-up.
5. Choose a Due Date.
6. Ensure the correct Manager is listed.
7. Add Managees (direct reports) using Add Managee(s) toward the bottom of the Create Quarterly Discussion window.
   1. By adding more than one Managee, separate Quarterly Discussions are created for each direct report listed.
   2. If the Managee has more than one Seat, select the Seat being reviewed in this Quarterly Discussion.
8. Click Create Discussion.
    

Watch the video below to see these steps in action.

The Manager and Managee fill out their forms separately before the Quarterly Discussion occurs. Click Save for Later any time on the left side menu to save your progress on the form and return later.

1. Click 1-on-1 from the left navigation.
2. Click Start Form or Resume Form.
3. Core Values. Rate how well the direct report embodies Core Values using the +, +/-, and - options and add a comment.
4. GWC. Rate how well the direct report GWCs their Seat using the Yes or No dropdown menu and add a comment.
5. Performance Data. Examine the direct report's progress on Rocks and the Measurables they're accountable for and add a comment.
6. General Notes. Write additional notes here.
7. Leadership Assessment. Rate the Manager's ability to perform the Leadership qualities listed using the Yes or No dropdown menu and add a comment.
8. Management Assessment. Rate the Manager's ability to perform the Management qualities listed using the Yes or No dropdown menu and add a comment.
9. General Notes. Write additional notes here.
10. Attachments. Add any relevant materials.
11. Click Finish. Users may not edit their form after clicking Finish.
     

1. Click 1-on-1 from the left navigation.
2. Toggle on Show Completed.
3. Click on your name in the Filters bar to choose who you want to see the previous Quarterly Discussions of (users with the Managee user role can only view themselves).
4. Click View Form on the Discussion you wish to view.

After both parties have completed their forms, a meeting icon appears on the Quarterly Discussions row. Whether in-person or over video chat, the Manager should run and display the meeting through Ninety.

1. Click 1-on-1 from the left navigation.
2. Click Start Meeting on the Quarterly Discussion.
3. Discuss the answers of both the Manager and Managee, shown side-by-side.
4. The Manager can change the answers on the form during the meeting, if necessary.
5. Have each person authenticate the form by typing their name and entering the date in the signature section.
6. Click Finish.
    

If there are no active Annual Reviews in your 1-on-1 tool, click Create Discussion in the middle of the screen. 

Otherwise, follow these steps:

1. Click 1-on-1 from the left navigation.
2. Click Annual Review on the top right, just below the filter bar.
3. Name of this Annual Review and add a Description.
4. Choose a Time Period:
   1. Click a start and end date from the pop-up calendar or
   2. Click one of the custom buttons at the top of the pop-up.
5. Choose a Due Date.
6. Ensure the correct Manager is listed.
7. Add Managees (direct reports) using the Add Managee(s) button.
   1. Adding more than one Managee creates separate Annual Reviews for each direct report.
   2. If the Managee has more than one Seat, select the Seat being reviewed in this Annual Review.
8. Click the Create Discussion button.
    

Watch the video below to see these steps in action.

Both the Manager and Managee fill out their forms separately before the Annual Review occurs. Click Save for Later any time on the left side menu to save your progress on the form and return later.

1. Click 1-on-1 from the left navigation.
2. Click Start Form or Resume Form.
3. Core Values. Rate how well the direct report embodies Core Values using the +, +/-, and - options and add a comment.
4. GWC. Rate how well the direct report GWCs their Seat using the Yes or No dropdown menu and add a comment.
5. Performance Data. Examine the direct report's progress on Rocks and the Measurables they're accountable for and add a comment.
6. Strengths & Key Accomplishments. List some of the direct report's personal strengths and accomplishments in their Seat for the year.
7. Area(s) that Needs Improvement. What can the direct report improve on? Write your answer here.
8. Plan to Get Things on Track. How can the direct report make these improvements?
9. General Notes. Write additional notes here.
10. Leadership Assessment. Rate the Manager's ability to perform the Leadership qualities listed using the Yes or No dropdown menu and add a comment.
11. Management Assessment. Rate the Manager's ability to perform the Management qualities listed using the Yes or No dropdown menu and add a comment.
12. General Notes. Write additional notes here.
13. Attachments. Add any relevant materials.
14. Click Finish. Users may not edit their form after clicking Finish.
     

1. Click 1-on-1 from the left navigation.
2. Toggle on Show Completed.
3. Click the Annual Reviews tab.
4. Click your name in the Filters bar to choose who you want to see the previous Annual Reviews of (users with the Managee user role can only view themselves).
5. Click View Form on the Annual Review you wish to view.

After both parties have completed their forms, a meeting icon appears on the Annual Review's row. Whether in-person or over video chat, the Manager should run and display the meeting through Ninety.

1. Click 1-on-1 from the left navigation.
2. Click Start Meeting on the intended Annual Review.
3. Discuss the answers of both the Manager and Managee, which are shown side-by-side.
4. If needed, the Manager can change the answers on the form during the meeting.
5. Have each person authenticate the form by typing their name and entering the date in the signature section.
6. Click the Finish button.