You can book a 1-to-1 meeting with your manager anytime. We'll show you how to do this on the sage HR app in the steps below.

📎NOTE: To do this, your company must have the Performance module and have the 1-to-1 meetings enabled.

  1. Tap Workspace, then 1-to-1.

  2. Tap Book your 1-to-1.

  3. If you are a manager, select whether you are booking a 1-to-1 with your employee or with your own manager.


  4. If you are a manager booking a 1-to-1 with one of your employees, select the relevant employee

  5. Select a meeting template, then tap Next.

  6. Select a Meeting date and time for the 1-to-1.



  7. If required you can enter a description or add a meeting location.

  8. You are provided with a summary of the suggested 1-to-1. If you are fine with it, tap Confirm.

  9. Your listed reviewer will receive an email notification about this 1-to-1, and it shows listed in your Future 1-to-1 tab.

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