1-on-1s - How to create

1-on-1s can be created by any Admin or Manager who is listed as a Manager for any Employee across the company. The details of each 1-on-1 will be shown both for the manager and the employee in the Employee Portal.

To get started, click 1-on-1 down the main menu on the left-hand side and then click "+ New 1-on-1". From there, you'll see the option to create a new one 1-on-1 with any of your team members that you are managing.

Once you have selected the employee for your 1-on-1, you will have two options - New topic and New goal.

A new topic can be created from scratch or a template. If you select the template, then you can choose either all or some of the topics in that template. When you create a template, the employee will receive a notification.

A topic consists of a title and description, then once saved, you will be able to assign tasks and set a due date for yourself and the employee.

You can create as many topics and tasks as you wish per employee, and reorder these topics accordingly.

Creating goals for your employees allows you to track and complete key results that you wish to achieve over a certain period. You can find more on this here.

As Topics and Tasks are seen by both the manager and employee, Private notes is the perfect place to store notes on your employees that will only be seen by you. You can add these notes by clicking "New private note" at the bottom of the employee summary.

1-on-1 templates are the perfect place for managers and leaders to create a series of topics to share with their teams. A 1-on-1 template can consist of any number of topics and descriptions. If a manager selects that template, they will then be able to assign associated tasks for that topic to their teams.

Good luck!