As a direct report, you may want to schedule 1:1 time to meet with your manager. If your manager has not yet turned on your 1:1s tool, you can follow the steps below to initiate 1:1s.
Before you start
If your company is not currently using the 1:1s tool in Lattice, you will not be able to set up 1:1s with your manager. Please reach out to your Lattice admin to enable the 1:1 tool for your company.
For 1:1 best practices, check out How Employees Can Prepare for a One-on-One Meeting with Their Manager.
Set up a 1:1 relationship
Step 1: On your Home page, select Plan 1:1s.
–OR–
Step 1: Navigate to People > My profile > 1:1s.
Step 2 (optional): If this is your first 1:1 meeting, you will be prompted to Set up your first meeting.
Step 3: If you already have set up 1:1s with other participants, select the + sign to create a new 1:1 or turn on a suggested meeting by clicking Set up 1:1 next to your manager's name.
Step 5: If you would like to connect your calendar to Lattice 1:1s, select Connect to an existing calendar. You will have the option to choose either Google or Outlook.
Step 5: Manually set up your 1:1 by setting the meeting frequency, next meeting date, time, and timezone.
Step 6 (optional): Set recurring talking points in your 1:1 by creating an agenda template.
Step 7: Allow talking points from previous meetings to automatically appear and include action items by toggling these options on.
Step 8: Save.
