Managers or direct reports can create ad hoc 1:1s if they want to meet before a regularly occurring meeting. Let's say you have a recurring bi-weekly 1:1 but want to meet before your next scheduled meeting. You can create an ad hoc 1:1 in Lattice to document any notes or action items from that meeting without disrupting the cadence of your 1:1.
Additionally, this feature is beneficial for employees who want to meet with coworkers on an ad-hoc basis. This allows for 1:1s to occur when needed, rather than on a regularly occurring basis.
To create an ad hoc 1:1 meeting in Lattice, follow the steps below:
Creating an Ad-hoc Meeting from an Existing Relationship
Step 1: On your Home page, select "Plan 1:1s."
Step 2: Select the name of the employee you want to create an ad hoc 1:1 with.
Step 3: Click on the calendar icon and select the "Create meeting."
Note: The day and time of the ad hoc meeting must be changed to a time in the future.
Step 4: Once you've updated the day and time of the ad hoc 1:1, select the blue "Save time" button.
Creating an Ad-hoc meeting from a Non-Existing Relationship
You are able to create ad-hoc meetings with employees with who you do not have a 1:1 relationship. To do so, please follow the steps below.Step 1: Navigate to the People page, and click on your profile.
Step 2: Click 1:1 from the performance toolkit, then select "+."
Step 3: Select "Set up new 1:1."
Step 4: Once the new panel opens up, set the frequency to "(Once not recurring)". After you have filled out all fields, save your changes.