Quarterly and Annual Reviews

1-on-1 meetings allow Managers and Team Members to have conversations that are stored indefinitely within Ninety.

Written by Amanda Barfield

Updated at September 11th, 2025

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Table of Contents

Role Permissions Creating a Discussion Preparing the Forms Editing the Forms Completing the Forms Holding the Meeting Printing the Responses Viewing Past Responses

The primary use of the 1-on-1 tool is to facilitate quarterly or annual discussions between a leader and a team member.  Watch the video below for an overview.

 

Annual or Quarterly Reviews require the following:

  1. The manager creates the Review.
  2. Both parties fill out the forms prior to the scheduled meeting.
  3. The manager starts the meeting in Ninety to see both responses in a side-by-side view.
  4. The Review is signed and completed.

 

 All discussions and answers are saved indefinitely within Ninety. They can also be printed out through PDF.

 

 

Role Permissions

  • Owner, Admin, and Coach — Can see all Reviews in their company. Can create Reviews for any team.
  • Manager — Can see all Reviews they're a part of. Can create (or delete) Reviews for their team.
  • Team Member — Can see all Reviews they're a part of. Can create discussions. Cannot view all company discussions, or discussion settings.
  • Observer — Does not see the 1-on-1 tool.

 

Creating a Review

  1. Click 1-on-1 from the left navigation.
  2. Click either the Quarterly Review or Annual Review tab.
  3. Click the Create Review button or + Quarterly Review in the upper right.
  4. Click Settings to change any functionality of the Review.
  5. Title the Review.
  6. Add a description.
  7. Choose a "Time Period" date range for Rocks, To-Dos, and KPIs included in the Review.
  8. Choose a "Due Date" for participants to complete the forms and have a meeting.
  9. Identify the Manager for the meeting.
    • Initially, the Manager spot defaults to the user creating the Review.
  10. Click the Person icon to add a Team Member to the meeting.
    • If this user has multiple roles, select only one Seat for this Review.
  11. Click Create Review. Once the Review is scheduled, Ninety sends a notification email to both the Manager and Team Member involved in the meeting.

 

Only the participants listed can complete the form.

 

 

 

Preparing the Forms

After creating the Review, you can click Start Form or Edit Form on the right of the screen to see the status of all forms for the Review. For more information on how to edit the questions and options within the form, read “Configuring Lead, Agree, Coach (LAC) Commitments and Annual Questions.”

The Team Member assesses their performance and then their Manager's. The Manager reviews their performance and then the Team Member's.

  1. Click Start Form. 
    The first section assesses the Team Member on the company's Core Values, their Competency, Commitment, Capacity for the Seat, and their performance data on Rocks, To-Dos, and KPIs from each of their teams.
  2. Next, the Manager is assessed. Ninety uses the Lead, Agree, Coach assessment for Managers.
  3. Click Finish on the bottom left of the screen to submit your form, or click Save for Later to return to the form at a later date.

 

Once you hit finish, you can no longer edit a Review form.

 

 

 

 

Editing the Forms

Overview Tab

After you've created a Review, you have the ability to edit various fields related to the forms and meeting. For example, if you schedule the Due Date as March 10th, but one of the participants has a conflict, you can change that Due Date without having to delete the current Review and create a new one.
Editable Fields: Name, description, and due date (only the Manager can edit the due date).
Edits can only happen before the Review as a whole is complete. A complete Review can mean a meeting was held, or forms are complete (if a meeting isn't going to be held). The discussion becomes locked at that point.

 
 

Settings Tab

Accessible and viewable by both users, but only the Manager on the discussion can edit the settings.

  • Before someone starts the form, all the settings can be edited.
  • Once the discussion is started, these cannot be edited. You see the message "Review in progress, these cannot be changed."
 
 

 

Completing the Forms

  • Click Save for Later to save your progress at any time.
  • After completing the forms, click Finish.
  • The other Review member sees that the form is complete.
  • Even after completing, clicking the Pencil icon allows you to edit your responses.
  • After completing the form, click the PDF icon to export and print responses.
  • Clicking on the Review opens the details panel on the right showing both parties' responses after the submission.

 

Holding the Meeting

After both parties have submitted their form responses, the option to Start Meeting displays. When started, the meeting shows a side-by-side comparison of the form responses.

Tip: Run the Review from only one person's computer. All entries are editable within the Review by either party.

At the end of the meeting, each party electronically signs and dates the form — this step concludes the session. Users then mark the Review complete and archived.

 

Printing the Responses

After you complete the meeting, the responses are saved in Ninety. 

You can also print the responses for your records:

  1. Click 1-on-1 from the left navigation.
  2. On the filters bar, toggle on Show Completed.
  3. Navigate to the Review you wish to print.
  4. Click the PDF icon next to the View Form link.
  5. Download the PDF and print it as needed.

 

Viewing Past Responses

  1. Click 1-on-1 from the left navigation.
  2. Choose either the Quarterly Reviews or Annual Reviews tab.
  3. Toggle Show Completed to on. This provides a list of all previously completed discussions, along with the following details and options.
    • Manager name
    • Team Member name
    • Date it was completed
    • PDF form — you can either view it here or you can print it out for your records

 

You cannot view past responses for deleted teams.

 
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