Before you use the 1-to-1 module, we recommend that you go through the 1-to-1 settings. This includes ordering your sections, creating meeting checklists, and creating 1-to-1 meeting templates.
Only employees with administrator access can follow these steps.
Turn on 1-to-1 module
Before you can set up the 1-to-1 module, you must make sure it is turned on within your Performance general settings.
On the settings menu click Performance, then click General settings.
Select Turn on "1-to-1" module.
Click Save.
Once this is done, you can set up the 1-to-1 module:
On the settings menu click Performance, then click 1-to-1.
Allow employees to book 1-to-1s
You can select whether you want employees to be able to schedule a 1-to-1 with a direct manager themselves.
Show a meeting checklist
You can enable having a checklist section in a 1-to-1 show. This can help someone if there are certain things they want to ensure are covered during a meeting.
For this section to show, in your settings make sure to select Show "Meeting checklist".
Organise your 1-to-1 sections
You can change the order of the sections within a 1-to-1. So for example, you may want 'Checklist' to be above 'Discussion topics'.
Default meeting checklist
You can create a checklist for a manager or an employee to automatically show whenever you create a 1-to-1 meeting.
1-to-1 meeting templates
To save time you can create a meeting template. This means a meeting template doesn’t have to be set up from scratch each time you schedule a 1-to-1.
