How do I run a one on one (1:1) session? | HR Platform

1:1 meetings are a key component of a successful ongoing feedback model. They give managers and their direct reports uninterrupted time to discuss projects, review performance, remove blockers, and more. It also provides an opportunity for managers to get to know their employees on a more personal level. Allowing managers and their employees to discuss career aspirations, interests, and professional growth opportunities.

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.

Warning

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.

Important

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.

Helpful Hint

The HR platform does not limit 1:1's 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.

Availability

HR Plan:   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

Create a one-on-one
  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 following fields:
    • Who would you like to set up a 1:1 with?
    • Meeting name.
    • Date.
    • Time.
    • Frequency:
      • Does not repeat.
      • Weekly.
      • Fortnightly.
      • Monthly.
      • Quarterly.
      • Half-yearly.
      • Yearly.
    • Show employees OKRs in 1:1.
  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 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 reply
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs a reply added.
    Session_8.jpg
  4. Click the   button.
  5. Click the Add a Reply button.
  6. 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_9.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 actitvies

Cancel a one-on-one
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs cancelling.Session_23.jpg
  4. Click the   Cancel button.
    Session_24.jpg
End a one-on-one

Warning

Once you pass the date of the 1:1, the platform will auto close the 1:1 session and will generate a new 1:1 based on the recurring cycle you have set up. 

  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs ending.
    Session_8.jpg
  4. Click the End Session button.
    Session_21.jpg
  5. Click the Got It button.
    Session_22.jpg
Reload a one-on-one
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs reloading.
    Session_8.jpg
  4. Click the   Reload button.
    Session_12.jpg
Re-schedule a one-on-one
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs rescheduling.
    Session_8.jpg
  4. Click the   Reschedule button.
    Session_13.jpg
  5. Enter the updated time and click the Reschedule button.
    Session_14.jpg
View one-on-one goal details
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs goals viewed.
    Session

    Helpful Hint

    You will now see the one-one on your screen and any applicable goals.

    Goal
View a completed one-on-one
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs viewing.
    Session_8.jpg
  4. Click on the completed 1:1 you want to view.
    Session_11.jpg

Editing data

Edit a one-on-one 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
Edit a one-on-one note
  1. Click the   Development menu.
  2. Click the 1:1s menu.
  3. Click the 1:1 that needs a note edited.
    Session_8.jpg
  4. Make the required changes to the note and click the Save button.

    Session_10.jpg
Edit a one-on-one
  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the Edit button.
    Session_19.jpg
  4. Make the required changes and click the Save button.
    Session_20.jpg
  5. Choose from the following options:
    • Apply these 1:1 changes to following sessions.
    • Apply these 1:1 changes to current and following sessions.
  6. Click the Submit button.
    Session_35.jpg

Removing data

Archive a one-on-one

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.

  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs archiving.
    Session_25.jpg
  4. Click the   Archive 1:1 button.
    Session_26.jpg
  5. Click the Archive button.
    Session_27.jpg
Delete a one-on-one 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
Delete 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 deleted.
    Session_8.jpg
  4. Click the   button.
  5. Click the Reply button.
  6. Click the   button.
  7. Click the   Delete button.
    Session_30.jpg
  8. Click the Delete button.
    Session_31.jpg
Delete a one-on-one

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.

  1. Click the   Development menu.
  2. Click the 1:1s submenu.
  3. Click the 1:1 that needs deleting.
    Session_32.jpg
  4. Click the   Delete 1:1 button.
    Session_33.jpg
  5. Click the Delete button.
    Session_34.jpg

Author recommended

So you have now run a one-on-one (1:1) session and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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