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Set Up a 1:1 Relationship with a Peer

Hang Tran
  • Updated
How to set up a 1:1 with someone other than your direct manager

Lattice 1:1s are not only for manager-employee relationships. You can set up a 1:1 with any other Lattice user in your account. Non-manager 1:1 relationships are a great way to keep up with a mentorship, stay on top of projects, and check in on employee feedback.

Before you start

Managers will not have access to your 1:1 meetings with other participants. Admins can view non-manager relationships from within the 1:1s Log page. 

Set up a 1:1 with a teammate

Step 1: Navigate to Home > Plan 1:1s. 

–OR –

Step 1: Navigate to People > My profile > 1:1s.

Step 2: Select the + (plus) sign to create a new relationship. (If you are a manager select + (plus) > Set up new 1:1.)

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Step 3: Under Who is your 1:1 with?, enter and select the participant's name.
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Step 4: 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. 

–OR–

Step 4: Manually set up your 1:1 by setting the meeting frequency, next meeting date, time, and timezone.

Step 5 (optional): Set recurring talking points in your 1:1 by creating an agenda template.

Step 6: Allow talking points from previous meetings to automatically appear and include action items by toggling these options on.

Step 7: Save.

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Access a 1:1 participant's profile

To view the 1:1 relationship created navigate to People > My profile > 1:1s. 
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Next, learn Using 1:1 Agendas as a Direct Report.

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