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. 


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!


Preparing for a 1 on 1

Now that you have your 1 on 1's scheduled with your team, you'll want to start planning those meetings! To prepare for an upcoming 1 on 1, you'll want to do the following: 

  1. Select the direct report you would like to prepare a 1 on 1 for
  2. Use any of the following sections to prepare for the 1 on 1:
    1. Previous 1 on 1:
      1. Here you will be able to select any agenda items from a previous 1 on 1 and add them to the next meeting. To do this you'll want to select the ADD icon next to the agenda item.
    2. Agenda:
      1. Repeating Agenda Items:
        1. This is where you will see repeating agenda items from previous 1 on 1s
        2. You can add repeating agenda items to this section by dragging items from the agenda section
      2. Other Agenda Items: 
        1.  You can add in an agenda item by typing in the box that says, "Add agenda item..."
      3. Priorities:
        1. You can add in a priority item by typing in the box that says, "Add a priority"
    3. Notes:
      1. To add a note in this section, go ahead and start typing any notes you want!


Tips & Tricks: You can add notes attached to specific agenda items by selecting the <#> button and selecting the appropriate agenda item.

Starting a 1 on 1


To start a 1 on 1, you'll want to do the following: 

  1. On the day of a specific 1 on 1, select the direct report with the "Start" icon
  2. Once the direct report has been selected, the 1 on 1 has started
  3. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  4. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Skip This Meeting" if you would like to skip this meeting and wait for the next recurring meeting
    2. Select "Save and Resume Later" if you would like to save the current meeting and resume at a later time
    3. Select "Save and End" if you would like to end the current meeting


If you would like to start a 1 on 1 early, you can do the following: 

  1. Select the direct report you would like to start the 1 on 1 with 
  2. Scroll to the bottom of the page
  3. Select the "Start Early" button
  4. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  5. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Skip This Meeting" if you would like to skip this meeting and wait for the next recurring meeting
    2. Select "Save and Resume Later" if you would like to save the current meeting and resume at a later time
    3. Select "Save and End" if you would like to end the current meeting


If you would like to have a one-off 1 on 1 meeting, go ahead and do the following: 

  1. Select the direct report you would like to start the 1 on 1 with 
  2. Scroll to the bottom of the page
  3. Select the "Hold an Unscheduled Meeting" button
  4. Select either "Make up for a missed meeting" or "Talk about something new"
  5. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  6. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Abort Meeting" if you would like to abort this meeting without saving
    2. Select "Save and End" if you would like to end the current meeting


Note: If you select "Talk about something new" a new 1 on 1 meeting will be generated without any previous or recurring agenda items or notes.

Resuming a 1 on 1

To resume a previous 1 on 1, go ahead and do the following: 

  1. If you selected "Save and Resume Later" on a previous 1 on 1, a "Resume" icon will appear next to that direct report. If you would like to resume that 1 on 1, go ahead and select the direct report.
  2. Once the direct report is selected, the 1 on 1 has now resumed
  3. You can now go ahead and navigate through the 1 on 1 as normal and add in agenda item and notes as needed
  4. To finish the 1 on 1 meeting, you can do one of the following: 
    1. Select "Skip This Meeting" if you would like to skip this meeting and wait for the next recurring meeting
    2. Select "Save and Resume Later" if you would like to save the current meeting and resume at a later time
    3. Select "Save and End" if you would like to end the current meeting


Tips & Tricks: If you need to add a quick note, agenda item, or priority, go ahead and select the BLUE PLUS button on your direct reports profile picture. You'll see a drop-down with "quick-add" options to add any of these items to your next 1 on 1 meeting.