Employees can schedule 1:1 meetings outside of the recurring schedule. 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.
Schedule 1:1 meeting
Schedule 1:1 meeting
Employees can schedule 1:1 meetings under the Me tab -> 1:1s -> + New or using the Quick add button.
In the pop-up window, select the employee for the meeting. If the relation is already set, the system will prompt you to proceed to the upcoming meeting or schedule a 1:1 meeting.
If your PeopleForce account integrates with Microsoft Outlook or Google Calendar, the system will find available time slots for both participants.
Choose a suitable time slot that works for everyone.
Utilize meeting types to clarify the purpose and objectives, ensuring focused and productive discussions.
Create action points
Create 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.
Calendars integration for 1:1s
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.