BETA: 1-to-1 Check-Ins in Cognexo

Where to find 1-to-1 check-ins

Line managers access 1-to-1 check-ins from the Line Manager Dashboard. Each team member tile includes a 1-to-1 tab. Clicking it shows:

• Any upcoming 1-to-1s scheduled for that person
• The date of the last completed 1-to-1
• A list of available 1-to-1 types to schedule

Admins can also use the simulator at the top of the dashboard to view another manager's perspective.

Types of 1-to-1

You can create as many 1-to-1 types as your organisation needs. Common examples include:

• Monthly line manager 1-to-1
• Return to work
• Coaching conversation
• Yearly review
• Post-launch debrief (e.g. after a new product, campaign, or system launch)

Each type is just a survey topic with questions specific to that conversation. Different teams or departments can have their own bespoke versions — for example, a transfers team may have different questions to a customer services team.

Scheduling a 1-to-1

From the 1-to-1 tab on a team member's tile, select the type of 1-to-1 you want to schedule and choose when to send the questions. There are three options:

1. Send link to user
Sends the questions as a link. The questions are not loaded into the user's stack until they click the link, so they do not affect the user's engagement score, streak, or question queue while they wait.

2. Add to stack instantly
Pushes the questions directly into the user's question stack and sends them a notification immediately.

3. Send with next scheduled question
Queues the questions for the user's next available working day. If they are on annual leave or sick leave, the questions will wait until they are back. Useful for scheduling a conversation in advance without worrying about timing.

You can also schedule 1-to-1s in bulk from the 1-to-1 view on the Line Manager Dashboard, which shows upcoming and unscheduled 1-to-1s across your whole team at once.

The 1-to-1 conversation view

When you open a specific 1-to-1, you can see:

• All previous 1-to-1s for that person, including the type of conversation, how many questions were answered, and how many are still waiting
• Questions that have repeated across multiple conversations, so you can track how answers have changed over time (for example, how someone's answer to "How are you feeling about your workload?" has shifted month to month)

You can view individual 1-to-1s in detail or see a summary across all of them.

Adding notes

Each 1-to-1 has two types of notes:

General notes
Used for key discussion points, action items, and anything agreed between the manager and the team member. These notes will be visible to the team member in a future update, so they can look back at what was discussed and what was committed to.

Internal notes
Private to the line manager only. No one else — including other managers, senior managers, or administrators — can see these notes unless the manager explicitly agrees to share or transfer them. They are intended for private prompts, personal observations, or context the manager wants to retain without it being part of the formal record.

Once you have added your notes and the conversation is complete, you can close the 1-to-1. The button changes to Edit notes once closed, confirming the session is recorded. You can still go back and update notes after closing if needed.

Reporting and global view

Administrators can view 1-to-1 data across the whole organisation without filtering by individual. From the relevant survey topic, you can see all responses, grouped by department or any other attribute, with sentiment analysis on free-text answers.

This makes it possible to spot trends at a team, department, or business-area level — for example, whether a particular group is consistently raising workload concerns — without needing to drill into individual conversations.