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1 on 1 Overview

Scheduling a 1 on 1 Preparing a 1 on 1 Starting a 1 on 1 Resuming a 1 on 1

Scheduling a 1 on 1

Here's how you'll want to get started scheduling a new 1 on 1 schedule with any of your direct reports:

  1. Navigate to the "Manage" tab
  2. Select "1 on 1"
  3. Choose any direct report with the schedule icon on their team card
  4. Use the scheduler to create a repeating schedule for the direct report
  5. Select "Schedule"

From here, you should see a new calendar icon with the date of the next meeting in the direct report's team card.

Rescheduling a 1 on 1

If a meeting needs to be rescheduled, go ahead and do the following:

  1. Select the direct report team card that you would like to reschedule
  2. Select the pencil icon next to the current schedule
  3. Decide if you would like to change the date of the current meeting, create a new repeating schedule, or delete the current schedule
  4. If you have chosen to change the date of the current schedule or change the repeating schedule, go ahead and use the scheduler to finish rescheduling the 1 on 1
  5. Select "Save"

You'll now see the new date of the 1 on 1 in the direct report's team card!

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