Talking regularly and having an open communication channel will help your employees and their teams perform at their highest levels. 1on1s improve employee happiness and help surface issues or problems in your team early on. If done well, 1-on-1s will steer your team in the right direction, build a cohesive culture, and ensure that your direct reports can grow and achieve their career goals.
Let's start with 1-on-1 meetings
Before you create your first 1-on-1, you can set up the types of these meetings.
The types of 1-on-1s can be different, depending on the company, the needs of managers, employees, etc.
Here are examples of what the types might be:
Setting goals for the future
Revising an employee's salary
Revising an employee's position
To create meeting types in the system, go to Settings by clicking on the gear symbol in the upper right corner and then to 1-on-1 Types.
On the page that opens, click the "Add" button and enter the name of the appointment.
This option can be used if you have a particular agenda that should be used in certain 1-on-1 meetings. For this, you should go to Settings ---> PeoplePerform --> 1-on-1s Template.
Once you create all the needed templates, your employees can use them while creating their 1-on-1s meetings. All the templates will be displayed in the list and also the employee will be able to click on each template to check all talking points created and also will have the ability to add extra points.
Creating a 1-on-1
To create a meeting, go to the Performance section (menu on the left) and then to the 1-on-1s tab.
On the page that opens, press the "New 1-on-1" button.
In the pop-up window, select the employee with whom you want to conduct the 1-on-1 and optionally specify a date and time (this can be done later).
After creating a 1-on-1, you need to indicate next:
Type "1-on-1" (choose from the drop-down list)
Set a date for the meeting
Specify Talking points
Write Action items
If you have Google Calendar integration enabled, meetings will automatically be added to your Google Calendar. You can enable Google Integration in your Account settings (click on your name in the upper right corner)
You can make talking points and the action items visible to the employee or only to you. To do this, click on the "Private" icon next to the item you want to hide from the employee. You can assign a responsible person to action items. To do this, when adding an action item, select an employee in the drop-down list and save the item. You can choose between two meeting participants.
At the bottom of the page, there is an option to leave shared notes that will be visible to you and the employee, and an option to leave private notes that will only be visible to you. As well as comments, which will be available to any user who has access to the 1-on-1 section. Each 1-on-1 can be printed, and you can save it as a PDF file.
After the 1-on-1, you check off all the items you discussed in the meeting, and it may happen that some items may be left out, in this case they will automatically appear in the next 1-on-1 with the same person to remind you that you didn't discuss them.
The same with the action plan, if you didn't check something off, that item will go to the next 1-on-1.
Next, click End 1-on-1.
Also, when editing a 1-on-1 meeting, you can change the order of action items as needed. Please note that all changes are now automatically saved. We took care of it just in case something urgently needs to be noted during the meeting.
You can also schedule 1-on-1 through the employee profile. To do this, go to Performance tab and click Add in the "1-on-1" section.
Any user can also create a 1-on-1 through the quick button in our system, which is at the top near the Search field.
After the employee saves the created 1-on-1, the system will send an invitation to the employee's email, and he will have the ability to add it to his/her calendar (if they do not have PeopleForce Calendar integration set up).