Available for the following HR plan: Platinum
Available for the following user access levels: Employee , Manager , Admin
The Running a 1:1 Session feature allows you to create a scheduled one-on-one with your employees, including the ability to create pre-set and ad hoc talking points. There are also note-taking and commenting features, allowing you and your employees to record the conversation that takes place. You can also edit a 1:1 if the details need updating or remove an entry if you added it in error.
Please refer to the Further information section of this article to read about the following:
- Manager-employee 1:1s when the manager changes.
- Editing all recurrent 1:1s vs editing just one session.
Helpful Hint
The HR platform does not limit 1:1s to just the employee's primary manager, allowing anyone in your business to host a 1:1 with any employee. A good example of where this could apply is when one employee is mentoring another and needs to provide regular feedback.
A platform admin or owner can also create a 1:1 on behalf of other people in the organisation.
Interactive learning
Getting started
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the Create a 1:1 button.
- Complete the following fields:
- Who would you like to set up a 1:1 with?
- Meeting Title.
- Date.
- Time.
- Frequency:
- Does not repeat.
- Weekly.
- Fortnightly.
- Monthly.
- Quarterly.
- Half-yearly.
- Yearly.
- Show employees OKRs in 1:1.
- In the Meeting Agenda section, you can either:
- Use a pre-built template:
- Click the Use a Template button.
- Select your pre-built template.
- Click the Append button.
- Add specific talking points.
- Click the Add New Talking Point button.
- Enter your question.
- Use a pre-built template:
- Click the Send Email Invite button.
- Click the Got It button.
Important
Platform admins and owners can set up 1:1 sessions for any two people in the company.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the Create a 1:1 dropdown button.
- Click the Create 1:1 for Peers.
- Complete the following fields:
- Who would you like to set up a 1:1 with?
- Meeting Title.
- Date.
- Time.
- Frequency:
- Does not repeat.
- Weekly.
- Fortnightly.
- Monthly.
- Quarterly.
- Half-yearly.
- Yearly.
- Show employees OKRs in 1:1.
- In the Meeting Agenda section, you can either:
- Use a pre-built template:
- Click the Use a Template button.
- Select your pre-built template.
- Click the Append button.
- Add specific talking points.
- Click the Add New Talking Point button.
- Enter your question.
- Use a pre-built template:
- Click the Send Email Invite button.
- Click the Got It button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a comment.
- Click the down arrow button for the point you need.
- Write your comment.
- Click the Save button.
Helpful Hint
Not sure what to write? If you are on our Platinum HR Plan you can type a few points in, then click to have our AI help you generate a draft message. You can edit it before submitting.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a reply.
- Click the down arrow button for the point you need.
- Click the Add a Reply button for the comment you need.
- Write your reply.
- Click the Save button.
Helpful Hint
Not sure what to write? If you are on our Platinum HR Plan you can type a few points in, then click to have our AI help you generate a draft message. You can edit it before submitting.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a shared note.
- Write your notes.
- Click the Save button.
Helpful Hint
Not sure what to write? If you are on our Platinum HR Plan you can type a few points in, then click to have our AI help you generate a draft message. You can edit it before submitting.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a shared note.
- Click the Upload button.
- Choose the attachment file you need.
Helpful Hint
You will see the file you uploaded in the Attachments section.
Daily activities
Warning
Once you pass the date of the 1:1, the platform will auto-close the session. It will also generate a new 1:1 if you have set up a recurring cycle.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to end.
- Click the End Session button.
- Click the Got It button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to reload.
- Click the Reload button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to cancel.
- Click the Cancel button.
- Enter your reason for cancelling the 1:1.
- Click the Confirm button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need.
- Click OKR section to see more information.
Helpful Hint
You can now see the details of the attached OKR.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to view.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to view.
- Scroll to the bottom of the page.
- Under History, click the finished 1:1 session you need to view.
Editing data
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click your current 1:1 session you need to edit.
- Make the required changes.
- Here are the actions you can take:
- Click the three dots button, then:
- Click the Edit button.
- Click the Delete button.
- Click the Add Another Talking Point button.
- Click the three dots button, then:
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the Edit button for the 1:1 you need.
- Make the required changes.
- Click the Save button.
Helpful Hint
If this 1:1 is set up as a single session, clicking the Save button if your last step. If the 1:1 is recurring, please complete the next steps.
- Choose whether to apply these changes to:
- Following sessions.
- Current and following sessions.
- Click the Submit button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to reschedule.
- Click the Reschedule button.
- Enter the new date and time.
- Click the Reschedule button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a comment edited.
- Click the down arrow button.
- Click the ellipsis or three dots button for the comment you want to edit.
- Click the Edit button.
- Make the required changes.
- Click the Save button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a reply edited.
- Click the down arrow button.
- Click the Reply button.
- Click the ellipsis or three dots button for the reply you want to edit.
- Click the Edit button.
- Make the required changes.
- Click the Save button.
- Click the Development menu.
- Under Coaching, click the 1:1s menu.
- Click the 1:1 that needs a note edited.
- Make the required changes to the note.
- Click the Save button.
Removing data
Important
You can only archive a one-on-one (1:1) if you were the user that created it and there were active sessions run with a user.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the Edit button for the 1:1 you need to archive.
- Click the Archive 1:1 button.
- Click the Archive button.
Important
You can only delete a one-on-one (1:1) if you were the user that created it and that has had no active sessions run with any user.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 you need to delete.
- Click the Delete 1:1 button.
- Click the Delete button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a comment deleted.
- Click the down arrow button.
- Click the ellipsis or three dots button for the comment you want to delete.
- Click the Delete button.
- Click the Delete button.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Click the 1:1 that needs a reply deleted.
- Click the down arrow button.
- Click the Reply button.
- Click the ellipsis or three dots button for the reply you want to delete.
- Click the Delete button.
- Click the Delete button.
Further information
1:1s are private between the two parties involved, with no restrictions based on management lines. Therefore, if you change an employee's manager, then you need to create a new 1:1 session between the two new parties, with the new manager unable to access any previous 1:1 sessions.
When you click the Edit button within the Action column, you will open an editing page that lets you update the supporting template for all planned and scheduled 1:1s. With the option of applying the changes to your following sessions. Following sessions means the next one-on-one after the current scheduled event.
However, if you click the title of a current or next planned session, this will give you the ability to edit this coming meeting only. It will not change the template of the sessions scheduled following this one-on-one.
Yes, you can organise a 1:1 meeting between two other people. To do this, please refer to the Create a one-on-one: For two other employees tab in the Getting Started section of this article.
FAQ: Completing 1:1s
ⓘ Don't have access to this feature? Contact our friendly sales team here if you’d like to upgrade your account to gain access to One-on-One Sessions with Employment Hero today.
Explore related content
- One-on-One (1:1) Template Management | HR Web Platform 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 | HR Web Platform This feature allows you to give and receive feedback, storing it in one central place for you and your manager to review.
Comments
Hi there, just wondering if there is an integration with outlook calendar with this 1:1 template/process in EH?
Hi Alex Moody thank you for your feedback.
Whilst this is not current functionality, this is definitely something that is on our radar for the future and I have let the team know it is something your organisation would love to see introduced.
I would support this integration with Outlook. The usefulness of the 1:1 function is very limited without this integration. People are not logged in to Employment Hero all day.
In addition to the request to integrate with Outlook which is a must for us also, are there plans to make 1:1 content available to Admins? We are planning to start utilising the Performance Review function twice a year and then set up monthly 1:1 sessions to ensure regular discussion about progress of action plans and development etc. As the HR Manager and Admin for EH at my workplace, I would like to be able to track the input of these 1:1 discussions and support the managers etc.
Hi Anne-Maree Russell - thanks for your feedback.
In regards to your Performance Review use case, I've raised a ticket, and the support team will get in touch shortly to discuss the options for you to achieve this.
Article is closed for comments.