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Create, complete, and edit a one-to-one (1:1) as an employee

Updated

Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll

One-to-one meetings are beneficial for maintaining open lines of communication between employees, managers, and mentors. Employment Hero's one-on-one feature allows individuals, regardless of their role, to seek feedback or guidance.

1:1s are private between the two parties involved, with no restrictions based on management lines. Therefore, if your manager changes, then a new 1:1 session between the two new parties will need creating and the new manager will be unable to access any previous 1:1 session information.

Getting started

Create a one-on-one (1:1)
  1. Click the   Development menu.
  2. Click the 1:1s submenu. 
  3. Click the Create a 1:1 button.
    Session_1.jpg

  4. Complete the fields.

    Helpful Hint

    Use the Frequency field to determine how often, if ever, the 1:1 session repeats.

    You can select a standard interval (Weekly, Fortnightly, Monthly, Quarterly, Half-yearly, or Yearly) or select Does not repeat.

    If you want to set your own, non-standard frequency, select Custom... to reveal two additional fields. Use these fields to set your own preference (for example, 'Repeats every 3 weeks on Friday').

  5. Click the Use a Template button
    Goal
  6. Select your pre-built one-on-one (1:1) template.
  7. Click the Use button.
    Session_3.jpg
  8. Click the Send Email Invite button.
  9. Click the Got It button.
    Goal
Add a one-on-one (1:1) comment
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a comment added.
    Session_6.jpg
  4. Click the   button.

  5. Write the required reply and click the Save button.

    Helpful Hint

    Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

    Session_7.jpg

Add a one-on-one note
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a note added.
    Session_8.jpg

  4. Write the required note and click the Save button.

    Helpful Hint

    Not sure what to write? If you are on our Platnium HR Plan you can type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

    Session_10.jpg

Daily activities

Complete an assigned one-on-one (1:1)

Helpful Hint

You will receive an email notification 24 hours before your 1:1 is due to begin. You can choose to complete your responses before or after the 1:1 takes place.

  1. Open your email account.
  2. Open the 1:1 email sent from Employment Hero.

  3. Click the Here button in the email.

    Helpful Hint

    Your Employment Hero profile will open on your scheduled 1:1.

    Screenshot

  4. Read through the proposed questions and provide any needed replies.
     

    Helpful Hint

    Not sure what to write? Type a few points in, then click   to have our AI help you generate a draft message. You will be able to refine the draft as you need before submitting. 

  5. Click the Save button for each question that provided a comment.
  6. Click the Add Another Talking Point, if you would like to discuss an additional talking point not listed in the questions.
  7. Complete the Shared Notes field if you would like to add ‌additional notes.
  8. Click the Save button. Screenshot

Editing data

Edit a one-on-one (1:1) comment
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a comment edited.
    Session_6.jpg
  4. Click the   button.
  5. Click the   button.
  6. Click the   Edit button.
    Session_15.jpg
  7. Make the required changes to the comment and click the Save button.
    Session_16.jpg
Edit a one-on-one reply
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a reply edited.
    Session_8.jpg
  4. Click the   button.
  5. Click the Reply button.
  6. Click the   button.
  7. Click the   Edit button.
    Session_17.jpg
  8. Make the required changes to the reply and then click the Save button.
    Session_18.jpg

Deleting data

Delete a one-on-one (1:1) comment
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a comment deleted.
    Session_6.jpg
  4. Click the   button.
  5. Click the   button.
  6. Click the   Delete button.
    Session_28.jpg
  7. Click the Delete button.
    Session_29.jpg

FAQ: Completing 1:1s

Why are my comments ‌not saving?
It's important to click the Save button after you have completed writing every comment because there is no autosave feature available. If you navigate away from the page or close the browser without saving, your comments won't be saved.

 

Explore related content:

  • One-on-One (1:1) Template Management You can create 1:1 templates that managers can then use as a building base when setting up a meeting with their employees.
  • Peer to Peer Feedback This feature allows you to give and receive feedback and stores this in one central place for you and your manager to review.
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