Once your 1-to-1 has taken place, for it to be marked as complete it must be signed off by all parties who attended the meeting.
📎NOTE: When both parties have signed off, the review will become a read-only document and can no longer be edited.
Sign off as a manager or admin
Sign off as a manager or admin
Before an employee can sign off, this must be done by the manager first.
Go to the relevant meeting on the Future tab.
Click Finalise or the meeting title to open it.
Before you sign off, make sure you have finalised everything in the 1-to-1 template. For example, relevant goals have been added, meeting notes have been entered etc.
Under your name, confirm that the 1-to-1 has been finished in its entirety.
Click Sign off.
Click Yes, go ahead to confirm you want to sign off.
Now, wait for the employee to sign off. They are notified that this needs to be done.
Sign off as an employee
Sign off as an employee
When your manager has signed off your 1-to-1, you are notified by email. You also have a notification appear on your dashboard.
Click the link in your email, or click Sign off next to your Dashboard notification.
Alternatively, go to your 1-to-1 via your profile. It will now show under Awaiting sign-off. Click Sign off or the meeting title.
Check you are fine with everything shown on the 1-to-1. If required, add anything you need to add, such as new goals or any comments etc.
When you're ready you can reject your manager's sign off if there's anything you have an issue with.
If fine, under your name, confirm that the 1-to-1 has been finished in its entirety.
Click Sign off.
Click Yes, go ahead to confirm you want to sign off.
Once signed off by everyone, the 1-to-1 meeting shows under Completed.
📎NOTE: As an admin or manager, the only action you can take with a completed 1-to-1 is to delete it.