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 the Create 1:1 for Peers.
   
5. 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.
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.

1. Click the Send Email Invite button.
   
2. 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 comment.
   
4. Click the down arrow button for the point you need.
5. Write your comment.

6. 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. 

   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a reply.
   
4. Click the down arrow button for the point you need.
5. Click the Add a Reply button for the comment you need.
6. Write your reply.

7. 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. 

   

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.

   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. 

   

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

5. Choose the attachment file you need.

   Helpful Hint

   You will see the file you uploaded in the Attachments section.

   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to end.
   
4. Click the End Session button.
   
5. Click the Got It button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to reload.
   
4. Click the   Reload button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to cancel.
   
4. Click the   Cancel button.
   
5. Enter your reason for cancelling the 1:1.
6. Click the Confirm button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need.
   

4. Click OKR section to see more information.
   

   Helpful Hint

   You can now see the details of the attached OKR.

   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to view.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to view.
4. Scroll to the bottom of the page.
5. Under History, click the finished 1:1 session you need to view.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click your current 1:1 session you need to edit.
   
4. Make the required changes.

5. 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.

   

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

   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.

6. Choose whether to apply these changes to:
   • Following sessions.
   • Current and following sessions.
7. Click the Submit button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to reschedule.
   
4. Click the   Reschedule button.
   
5. Enter the new date and time.
6. Click the Reschedule button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a comment edited.
   
4. Click the down arrow button.
5. Click the ellipsis or three dots button for the comment you want to edit.
6. Click the   Edit button.
   
7. Make the required changes.
8. Click the Save button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a reply edited.
   
4. Click the down arrow button.
5. Click the Reply button.
6. Click the ellipsis or three dots button for the reply you want to edit.
7. Click the   Edit button.
   
8. Make the required changes.
9. Click the Save button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s menu.
3. Click the 1:1 that needs a note edited.
   
4. Make the required changes to the note.
5. Click the Save button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the Edit button for the 1:1 you need to archive.
   
4. Click the   Archive 1:1 button.
   
5. Click the Archive button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 you need to delete.
   
4. Click the   Delete 1:1 button.
   
5. Click the Delete button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a comment deleted.
   
4. Click the down arrow button.
5. Click the ellipsis or three dots button for the comment you want to delete.
6. Click the   Delete button.
   
7. Click the Delete button.
   

1. Click the  Development menu.
2. Under Coaching, click the 1:1s submenu.
3. Click the 1:1 that needs a reply deleted.
   
4. Click the down arrow button.
5. Click the Reply button.
6. Click the ellipsis or three dots button for the reply you want to delete.
7. Click the   Delete button.
   
8. Click the Delete button.
   

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.

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.