Set Up a 1:1 Relationship with a Peer

How to set up a 1:1 with someone other than your direct manager

Employees can create a 1:1 with all Lattice users. Non-manager 1:1 relationships are a way to keep up with a mentorship, stay on top of projects, and check in on employee feedback.

Note: Managers cannot access your 1:1 meetings with other participants. Admins can view non-manager relationships from within the 1:1s Log page. 

1. Enter 1:1s using one of the two options:
   
   • Navigate to Home > Plan 1:1s.
   • Navigate to 1:1s.
2. Bring up the 1:1 modal using one of the following options:
   
   • Click + New .
   • Managers only: Select + New > New 1:1.
3.  Under Who is your 1:1 with?, enter and select the participant's name.
4. Select the meeting time manually or through the calendar integration:
   • Click Connect to an existing calendar to create meetings and automatically reschedule based on your Google or Outlook calendar event.
   • If you choose not to connect to a calendar, manually select the meeting frequency, next meeting date, time, and timezone.
5. Optional settings:
   
   • Set recurring talking points in your 1:1 by creating or assigning an agenda template.
   • Toggle on Talking points from previous meeting to allow talking points that were not checked off in a previous agenda to be added to the current agenda. 
   • Toggle on Action items to allow the creation and assignment of action items in an agenda.
6. Click Save.

Next, learn how to Use 1:1 Agendas as a Direct Report.