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Manage recurring 1:1 meetings on the company level
Manage recurring 1:1 meetings on the company level

Learn how to set up the relation and schedule the recurring 1:1 meetings

Updated over a week ago

With recurring 1:1s, administrators create relationships between managers and employees and to build trust and transparent communication within your company.

Managers can schedule regular check-ins with team members, customize frequency and duration, and seamlessly share notes—all within PeopleForce. These meetings can be used for work feedback, salary reviews, and weekly or monthly updates, all organized in unified threads called Relationships.

As an administrator, you have several key functions:

  • Access 1:1s tab: Track all relationships and past and upcoming meetings at the company level.

  • Utilize filters: Use filters in the 1:1s tab to monitor 1:1s by employee and organizer.

  • Export data: Export data on relations and meetings in the system in .xlsx or .csv format.

  • Edit relations: Edit the relations across the company if needed.

  • Manage permissions: Grant access to manage 1:1s to employees, such as managers, through the Roles and Permissions settings.

Centralized 1:1s management

With the new Relationship tab in PeopleForce, administrators can conveniently access 1:1 meetings on the company level. Each employee's meetings are neatly grouped, providing a clear timeline of past and upcoming interactions.

Filter by the employee or organizer to quickly access set relations and view the last or upcoming meetings between the organizer and employee in a specific relation.

Export data

You can export comprehensive data on relationships and meetings at the company level in both Excel and CSV formats:

  • Export by relationships: Includes the total number of relationships set by employees across the company.

  • Export by meetings: Provides a list of all meetings conducted across the company.

Setting up the relationships

Organizing 1:1 meetings has never been simpler. However, before diving into scheduling, it's essential to establish the relationship between the organizer and the participant.

Each pair of people can have only one meeting frequency.

  1. Administrators can also set up the relations in the Performance tab > 1:1 > + New 1:1.

  2. In the pop up window customize the frequency of recurring meetings to suit your schedule, whether it's weekly or monthly meetings.

Example of the weekly occurrence

If you select the "Weekly" occurrence, utilize the "Repeat every" field to specify the frequency of 1:1s. For instance, setting "Occurs every 1 week" will schedule the meeting weekly, while "Repeat every 2 weeks" will schedule it every two weeks on the specified day and time.

Example of the monthly occurrence

If you select the "Months" option, use the "Occurs every" field to indicate the frequency of 1:1 meetings. For example, setting it to "Occurs every 1 months" with a start date of 01.03.2024 (the 1st Friday of the month) will schedule the meeting monthly on the first Friday of each subsequent month. Alternatively, selecting "Occurs every 2 months" will schedule it every two months on the 1st Friday of the month.

3. If Google/Microsoft calendar integration is enabled, the system will automatically identify suitable time slots that work for both the organizer and the participant. Simply select the one that best suits your needs.

4. Optionally, choose a default 1:1 template. You can preview or edit the template after scheduling the meeting.

Once the relation is established, if you attempt to set it up again, the system will notify you in a pop-up window, indicating that the relation already exists. From there, you can choose to proceed to the upcoming meeting or schedule an ad hoc meeting instead.

Editing 1:1 relationship

To change the frequency or other settings of 1:1 meeting, navigate to the relationship you want to edit. Click the Settings button, make the desired changes in the pop-up window.

Rescheduling the recurring meeting

Administrators have the ability to reschedule a recurring meeting. To do so, navigate to the meeting in the 1:1s tab-> Meetings, select the meeting you wish to reschedule. Then, under the three dots menu, choose the Edit option and make the necessary changes.

⚠️ Remember that this action will only reschedule the selected meeting, while all other recurring meetings will continue according to the conditions set during the initial setup of the frequency in the relation.

Manage permissions

In the Roles & permissions section, under Edit role/New role → Company → Perform, you can give the permission to manage 1:1s on the company level.

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