1:1 meetings
Book regular 1:1s with a shared agenda, shared and private notes, and action items that carry over.
1:1s are regular meetings between a manager and someone who reports to them. Open them from HCM → Performance → 1:1s. Managers also see their team with each person's last and next 1:1.
Book a 1:1
Click New 1:1 (or Book 1:1 next to a person), choose the date, time and length, and whether it repeats weekly, fortnightly or monthly.
During the meeting
- Agenda — both of you can add topics before the meeting and tick them off as you go.
- Shared notes — notes you both see.
- Private notes — notes only you see. Nobody else, including HR, can read them.
- Action items — give each one an owner and a due date, and tick it off when it is done.
Notes save when you click away from them.
Complete, reschedule or cancel
Click Complete when the meeting is held. For a repeating 1:1 the next meeting is booked automatically, and any open action items carry over to it. Reschedule moves a meeting. Cancel cancels one meeting, or the whole series if you choose End the whole series.
The Earlier 1:1s list shows your past meetings with the same person, so you can look back at what was agreed.
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