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:

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Performance, then click 1-to-1.

  3. If required, select whether you want employees to be able to schedule a 1-to-1 with a direct manager

  4. If required, select Show "Meeting checklist" - This is an area in the 1-to-1 module where both a manager and an employee can add notes to discuss during the meeting.

  5. Organise your section order. Click and hold on the arrows next to a section, then drag up or down to move it where you want it to be.

  6. Click Save.

Default meeting checklist

You can create a checklist for a manager or an employee.

  1. Under manager or employee, click Add new.

  2. Name the checklist point

  3. Click Save.

1-to-1 meeting templates

To save time you can create a meeting template. This means a meeting doesn’t have to be set up from scratch each time.

  1. Under 1-to-1 meeting templates, click Add.

  2. Name the template.

  3. If required, enter a description.

  4. Select what you want to have included in the meeting.

    By default this template applies to all teams. Clear All teams to have the option to select specific teams.

  5. If required create a discussion topic. Click the Add section under Discussion topics.

    If you add discussion topic, Section 1 appears.

  6. Name the section, and if required enter a description.

  7. Enter a question. To create an additional question click ➕ underneath a question.

    If you have more than one question, to change the order of the questions click and hold on the arrows next to a question, then drag it up or down to move it where you want it to be.

  8. If you want to create an additional section, click on the ➕ at the bottom of the last section, then follow steps 5-7 again.

  9. If you want to change the order of your sections click on the arrow next to the section.

  10. Once you are done with your meeting template, click Save

📌TIP: To preview a meeting template click on the eye icon. To edit a meeting template click on the pencil icon. To delete a meeting template.

Return to Set up Performance

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