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Schedule 1:1 meeting
Schedule 1:1 meeting

Learn how the employees can schedule the adhoc meeting

Updated today

Employees can schedule ad-hoc meetings outside of the recurring schedule. For instance, if an employee needs to meet with their manager next week for an important discussion.

⚠️ Before scheduling the meeting, ensure the relationship between the organizer and participant is set. How to set the relation you can read here.

Schedule 1:1 meeting

1. Employees can schedule ad hoc meetings under the "Me" tab -> 1:1s -> +New or using the ''Quick add'' button.

Administrators and those with access to manage 1:1s can also schedule meetings in the ''Performance tab > 1:1 > + New 1:1.''

2. In the pop-up window, select the employee for the meeting. If the relation is already set, the system will prompt to proceed to the upcoming meeting or schedule an ad hoc meeting.

3. If your PeopleForce account integrates with Microsoft Outlook or Google Calendar, the system will find available time slots for both participants.

4. Choose a suitable time slot that works for everyone.

5. Utilize meeting types to clarify the purpose and objectives, ensuring focused and productive discussions.

Access to past and upcoming meetings

Easily access past and upcoming meetings through a convenient sidebar, allowing you to delve into each meeting and review its details and notes.

Employees can also access upcoming meetings in the "Me" tab and find all upcoming meetings listed in the "Overview" section.

Reschedule 1:1s

To make changes to the meeting, go to the ''Me tab-> 1:1s'' and find the meeting you want to modify. Then, select the "Edit" option from the three dots menu. Both the organizer and the participant can reschedule the meeting, while only the organizer can cancel or delete it.

Invite teammates to 1:1 meetings

To add guests to your 1:1 meeting, click the Share button and use the enhanced Invite function within the Share modal. Once added, guests will receive notifications and the meeting will appear in their Agenda widget on the home screen and in their Calendar.

Guests can manage action items and talking points assigned to them, add comments, read shared notes, and view the list of invited participants in the avatar stack.

Share your 1:1 notes

The new Share button on 1:1 meeting pages allows for secure sharing of meeting content through shareable links. This link will share complete 1:1 meeting notes, including private notes, private talking points, or private action items. Anyone with this link will be able to see all of this information. Access to share the link is restricted to meeting organizers and administrators, and employees with Manage 1:1s across the company permission can share links to any of the completed 1:1s.

Non-participants can view the content in read-only mode with the appropriate link, but cannot add notes or make any changes.

Access to all company 1:1s

Admins and users with access to manage 1:1s can access the Meeting tab, where the history of all meetings, both ad hoc and recurring, is stored. Utilize the filter for a quick search of meetings by type, employee, organizer, etc.

Calendars integration for 1:1s

The integration works in one direction. If you make changes to a meeting in Google or Microsoft calendar, those updates won't reflect in PeopleForce. However, if you make changes to events in PeopleForce, they will be updated in the Google and Microsoft calendar within a minute.

FAQ

Can upcoming 1-1 meetings be viewed?

Yes, upcoming 1-1 meetings can be viewed in the Me tab-> Overview.

What changes have been made regarding talking points and action items in 1-1 meetings?

Talking points will no longer be carried over between 1-1 meetings, but action items will continue to be carried over.

Is it possible to reschedule or change the type of a 1-1 meeting?

Yes, it is possible to reschedule a 1-1 meeting or change its type. To make changes to a 1-1 meeting, navigate to the meeting itself and select the Edit option from the three dots menu.

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