To initiate a 1-on-1 meeting within the system, click on the quick action button "+" in the profile header. This feature streamlines the process, making it easy to schedule meetings with colleagues.
Notification alerts
After creating or updating a scheduled meeting, employees will receive system notifications through the bell icon 🔔 or via email 📩. All scheduled and completed 1-on-1 meetings can be found in the "Me" section under "Overview."
Integration with Slack
For those using Slack integration, a reminder will be sent 10 minutes before the scheduled meeting.
Talking points
Employees can access and review the planned Talking Points for discussion in a 1-on-1 meeting. Both participants have the flexibility to contribute by adding relevant Talking points, notes, and comments. It's important to highlight that Talking Points can be marked as private, ensuring confidentiality and limiting visibility to the organizer.
Action items
Additionally, there is a section for Action Items, where tasks and responsibilities can be recorded, such as providing a laptop or assigning an offer. While creating an Action item, it's possible to assign a responsible person by selecting an employee from the drop-down list and saving the item. There are two meeting participants available to choose from for this assignment.
⚠️ Only the organizer can mark the meeting as “Complete 1-on-1”.