How do I add an item to a 1on1 agenda in Bridge Perform as a manager?

Document created by Bridge Doc Team Employee on Oct 19, 2018Last modified by Bridge Doc Team Employee on Nov 16, 2018
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You can add discussion items, tasks, achievements, and learning items to the 1on1 agenda. You can also mark tasks in the agenda as complete. 

Achievements can be viewed in your timeline in the My Career page. Tasks can be viewed in the Task List in the Global Navigation Menu.

Open My Team Page

  Open My Team Page

In the Global Navigation menu, click the Application Switcher icon [1], then click the My Team option [2].

Open Employee Agenda

  Open Employee Agenda

Locate the employee’s card and click the View Agenda link.

Add Discussion Item

Add Discussion Item

To add a discussion item or hyperlink to the agenda, start typing in the Agenda Item field. To start a new line, click the Enter key (PC) or Return key (Mac).

If your administrator has provided suggested discussion topics, you can browse them by clicking the Browse Suggestions link [1].

Select Discussion Guide Topic

Select Discussion Guide Topic

To view the discussion guide questions, click the title of a discussion topic.

Select Discussion Guide Question

Select Discussion Guide Question

Select the checkboxes next to the discussion guide questions you would like to add. Click the Add Question button. 

Reorder Agenda Items

  Reorder Agenda Items

You can use the drag and drop option to reorder agenda and task items. Click the drag handle next to the agenda or task item. Drop the agenda or task item in the desired location by releasing the mouse.

Add Task Item

Add Task Item

If you want to add a task, click the Task field and add a task title. Tasks can be assigned and given a due date.

Add Task Details

Add Task Details

Add your text and click the Enter key (PC) or Return key (Mac).

You can assign the task to yourself or your employee by using the Assign icon [1] and selecting the appropriate assignee from the drop-down menu. 

To add a due date, click the Calendar icon [2] and select a date from the calendar.

Add Achievement Item

Add Achievement Item

To add an achievement to the agenda, click the Add Achievement link.

Add Achievement Details

Add Achievement Details

To add a title to your employee’s achievement, enter your text in the Achievement Title field [1] and click the Enter key (PC) or Return key (Mac). The Achievement Title field is limited to 65 characters.

You can add more details about the achievement in the Description field [2]. The Description field is limited to 500 characters.

To add a completion date for the achievement, click the date field [3] and choose a date from the Calendar menu. If the date field is left blank, the current date will be used.

When you are finished adding the achievement details, click the Done link [4].

Assign Learning

Assign Learning

To assign a learning item to your employee, click the Assign Learning link.

Browse Library

  Browse Library

Locate the learning item and click the Assign button. The learning item displays in the employee's Learning section.

Note: You can only assign learning items that appear in your organization's Learning Library.

 

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