Set up and run a one-on-one (1:1) session

1. Log in to Employment Hero.
2. Click the Development menu.
3. Click the 1:1s submenu. 
4. Click the Create a 1:1 button.
5. Click Create 1:1.
6. Complete the following fields:
   • Your role in this 1:1.
   • With whom you would like to set up a 1:1.
   • Collaborators (Optional).
   • Meeting title.

7. In the Scheduling section, a meeting link will automatically be added if you have connected your calendar to your platform. Rescheduling or cancelling a 1:1 in Employment Hero also updates the calendar event.

   • For Google calendars, a Google Meet link is added to the calendar event automatically.
   • For Microsoft 365, a Microsoft Teams link is added.
   • Users can also enter a different video link instead.

   Helpful Hint

   • The video link appears on the 1:1 session page, so either participant can join from there.
   • For recurring 1:1s, each session’s calendar event is created when the platform creates that session, with the link included.
   • Guests added to a 1:1 in Employment Hero are added to the calendar invite, even if they have not connected a calendar. Invites go to the email address connected to the calendar first, then the person’s company email. The platform will never use login emails for calendar invites.
8. The Sync to calendar toggle is on by default, but you can turn it off for an individual 1:1.

9. Enter the date, time, and duration of the 1:1.

   Important

   If you and the participants have connected Google or Microsoft 365 calendars, you will be able to see the calendars of the collaborators in real time. You can click a slot in the calendar to set the meeting time. If the selected time clashes with an existing event, a warning appears.

   If availability cannot be found, that person’s row is marked as unavailable.

10. In the Settings section, complete the following:
    • Frequency: If you select a repeating frequency and have calendar sync enabled, the 1:1 will sync to your calendar as a recurring event.
    • Show employee's OKRs in 1:1.
    • Only the Manager/Mentor can mark sessions as held.
11. In the Meeting Agenda section, you can use a template or manually add talking points.
12. Once done, click the Send Invite button.

1. Click the Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the Create a 1:1 dropdown button.
4. Click Create 1:1 for Peers.
5. Complete the following fields:
   • Who would you like to set up a 1:1 with?
   • Collaborators (Optional): Search and select up to 3 colleagues to join the conversation.
   • Meeting Title.
   • Date.
   • Time.

   • Frequency:

     • Does not repeat.
     • Weekly.
     • Fortnightly.
     • Monthly.
     • Quarterly.
     • Half-yearly.
     • Yearly.

     If you select a repeating frequency and have calendar sync enabled, the 1:1 will sync to your calendar as a recurring event.

   • Show employees OKRs in 1:1.
6. In the Meeting Agenda section, you can either:
   • Use a pre-built template:
     1. Click the Use a Template button.
     2. Select your pre-built template.
     3. Click the Append button.
   • Add specific talking points.
     1. Click the Add New Talking Point button.
     2. Enter your question.
7. Click the Send Email Invite button.
   
8. Click the Got It button.
   

1. Click the Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a shared note.
   
4. Write your notes.

5. Click the Save button.

   Note Layout

   In sessions with collaborators, each participant has their own individually labelled notes section (e.g. "Jamie's notes"), stacked vertically. Your notes appear first and are editable; other participants' sections are read-only.

   

1. Click the Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the Edit button for the 1:1 you need.
   
4. Make the required changes.

5. Click the Save button.

   Helpful Hint

   Collaborators are locked after a meeting is created. When editing an existing 1:1, the collaborator list is read-only and cannot be changed.

6. Click the Submit button.
   

Collaborators have access to the full session history, can contribute notes in their own labelled section, and add or complete talking points. However, control remains with the manager/mentor; collaborators cannot change the meeting title, schedule, frequency, or archive/cancel the series.

For a 1:1 with one or more collaborators, the detail page heading displays the specific Meeting Title (e.g. "Weekly Catch-up") instead of "1:1 with [Name]". A subtitle beneath the heading will list all participants.

The 1:1 report includes a dedicated Collaborators column. For meetings with additional participants, their names will appear here comma-separated. For standard two-person 1:1s, this column will remain empty.

Yes. Collaborators receive the same 10 notification types as the guest, including initial invitations, schedule updates, session reminders, and cancellation notices.

1. Click the Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Change the Status filter to show Archived 1:1s.
   

• Go to People > 1:1s from the main menu.

• Click the Archived tab to view your archived 1:1s.

• Find the 1:1 you want to restore and click Unarchive next to it.

• In the confirmation dialog, click Unarchive to confirm your action.

• The 1:1 will move back to your Active list and all previous session history, talking points, and notes will be accessible.