Available for the following plans: Plus, Unlimited HR, Engage, Elite, Unlimited HR+Payroll
Available for the following HR plan: Platinum
Available for the following user access levels: Employee, Manager, Admin
The Running a 1:1 Session feature enables you to schedule one-on-one meetings with your employees, where you can set pre-determined or spontaneous talking points. It includes note-taking and commenting functionality for recording discussions during the meeting. You can also invite up to 3 collaborators—such as a secondary manager, mentor, or HR partner—to participate in the conversation, ensuring alignment across your employee's support network. For more details, including how to handle manager changes and edit recurring 1:1s, please refer to the Further Information section of this article.
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?
-
Collaborators (Optional): Search and select up to 3 colleagues to join the meeting series.
A counter below this field tracks how many participants have been added. Once the limit of 3 is reached, the field is disabled and displays "Maximum collaborators reached."
- 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
You cannot select the same person as both the primary guest and a collaborator. The collaborator field is also available when scheduling a 1:1 on behalf of someone else.
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?
- 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.
- 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 shared note.
- Write your notes.
-
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.
Editing data
- 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
Collaborators are locked after a meeting is created. When editing an existing 1:1, the collaborator list is read-only and cannot be changed.
- Click the Submit button.
Further information
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.
- Click the Development menu.
- Under Coaching, click the 1:1s submenu.
- Change the Status filter to show Archived 1:1s.
Note: Archiving a meeting removes access for all participants, including collaborators, and the meeting will no longer appear in their meeting list.
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.