Employees can attend and schedule 1:1s within the system. For instance, if an employee needs to meet with their manager next week for an important discussion. A calendar event invite will be sent to both parties.
Receive a notification
Receive a notification
You will be notified in the system’s notification bar and receive an email when invited to a 1:1 meeting.
If the meeting schedule is updated, you will receive the same notifications to inform you of the changes.
Access your meetings
Access your meetings
Once the 1:1s are scheduled, all your upcoming meetings are listed in the Me section > Overview tab. Export your PeopleForce calendar to Google or Microsoft Calendar to automatically add all your 1:1 meetings.
In the 1:1s tab, you'll find all your relationships with employees with whom you've had 1:1 meetings.
By opening the relationship, both the organizer and participant can view past and upcoming meetings in a convenient sidebar. This makes it easy to review each meeting's details and notes.
Add talking points
Add talking points
Now both organizers and participants can create talking points and mark them as private, ensuring they are not visible to the other party. Talking points will no longer be carried over between 1:1 meetings.
It is also possible to load the talking points from the template.
Add action points
Add action points
Both organizers and participants can create action points that are either private or visible and assign them to either the meeting organizer or a participant.
Any incomplete action items will carry over to future 1:1s until they are completed, and they will also appear in the To-do's widget on the Home page for the assignee.
Create shared notes
Create shared notes
Now, both the organizer and participant can create shared notes, visible for both sides.
Reschedule the meeting
Reschedule the meeting
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.
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.