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
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.
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