A 1:1 meeting is a scheduled check-in between an employee and a manager, with an agenda and notes. Open 1:1 Meeting under Performance. The list title is 1:1 Meetings.
Columns are Title, Employee, Manager, When, and Status. Search with Search 1:1 meetings.... Upcoming 1:1s on Performance opens this same list.
Schedule a meeting
- Choose New 1:1 Meeting.
- Enter Title. That field is required.
- Choose Employee and Manager.
- Set Scheduled At.
- Set Status to Scheduled, Completed, or Cancelled. A new meeting starts as Scheduled.
- Enter Agenda and Meeting Notes.
- Choose Create 1:1 Meeting.
The confirmation is 1:1 Meeting created. The title on a saved meeting is the title you entered.
After the meeting
Open the row (the edit control is labeled Edit). Update Meeting Notes and set Status to Completed, then Save. The confirmation is Changes saved.
Save with nothing new says No changes to save. If Title or Employee is empty, the message names the missing field and the meeting is not created. A failed save says Save failed. Your edits are still here.
On the employee record, Connections under Performance includes 1:1 meetings. + starts one for that person. Upcoming meetings are marked upcoming.