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.

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

  2. On the settings menu click Performance, then click General settings.

  3. Select Turn on "1-to-1" module.


  4. Click Save.

Once this is done, you can set up the 1-to-1 module:

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

  2. 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.


Return to Set up Performance

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