Enabling 1:1 for your Direct Report

Both managers and direct reports can enable a 1:1 relationship. Managers can enable 1:1s directly from the Your Team tab.

To turn on 1:1s for your direct report, you will need to complete the following steps:

Step 1: Navigate to the "Your Team" Panel found in the top navigation bar.

Step 2: Find the direct report you would like to turn 1:1s off for, and click on the ellipses next to their name.

Step 3: From the drop-down menu, click "Turn on 1:1s".

Step 4: If you wish to connect to your Google or Outlook Calendar, you can integrate here. Otherwise, manually set up a time.

Step 5: Determine the cadence you wish to meet. Toggle the "On/Off" switch

Step 6: Once you have set the date and time you'd like, click "Save settings", and 1:1s will be turned on for that direct report. 

Using the 1:1 Agenda

To start filling out an agenda, click on "View 1:1s" and you will be prompted to start adding agenda items to the Next 1:1. Your employee will also be able to add agenda items. 

To add agenda items, add a new talking point and hit "Add".

Two hours before the 1:1 meeting, both the manager and the direct report will get an email outlining what's on the agenda, so they can prepare for the meeting.

After the meeting concludes, the manager will receive an email asking them to check off which items were discussed, push items that weren't covered to the next meeting, and record any notes. 

Notes can be left as both public and private. Public notes can be seen by your direct report and admin. Private notes can just be seen by the manager. Shared notes sync almost immediately which means your direct report can see what you have written in real-time!

Navigating the 1:1 Context Panel as a Manager

If you have enabled 1:1s for your direct report, you will be able to click into these 1:1s by going to your Your team page to add agenda items or review past 1:1s. When you click into these 1:1s, you will also see a context panel on the right-hand side of the screen. Here, you will be able to view all past activity for your direct report.

Please note: This activity will vary depending on the tools that you and your Admin have enabled for your direct report.

First, you will be able to click into this direct reports' most recent review cycle (if applicable), which will open in a new window.

Next, you will see any active goals that this direct report is currently an owner of. By clicking on these goals, you will be able to view these goals in greater detail.

Below these goals, you will see your direct reports' most recent Update since your last 1:1 (with their most recent sentiment score on top). If you click to "View Update," this Update will expand into this 1:1s page, and you will be able to view it in full.

Finally, you will see any of your direct reports' past events. For example, if they have made an update to any of their Goals, you will be able to view this activity here.

If you don't want to see the context panel, managers and direct reports have the ability to hide private content. This will hide the context panel and any private notes so that the manager and direct report are looking at the same screen.

If you would like to learn more about our 1:1s tool, check out our help center 1:1s section here.

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