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1. Manager–Direct Report View
Here we can see that Carlos is the manager and Rishita is his direct report
2. Accessing the 1-on-1 Module
To create a new 1-on-1 meeting, navigate to the 1-on-1 module from the left navigation bar
3. Options for Creating a 1-on-1
Here, you will see two options: you can either add events directly from your calendar or create a new 1-on-1 within the tool. In this example, we are selecting “Create a New 1-on-1” to schedule the meeting directly from the platform
4. Selecting the Employee and Scheduling the 1-on-1
Once you choose to create a new 1-on-1, you can select the employee you want to meet with. In this case, we are selecting Rishita, the direct report. Then choose the date, time, and duration of the meeting, and click Create to schedule it
5. Shared Notes and Action Items
After creating the 1-on-1, you’ll see the Shared Notes space. Both you and your direct report can add talking points and action items here. Anything added in this section is visible to both participants
6. Using Private Notes
If you scroll down, you will find the Private Notes section. This is where you can document your personal notes or observations during the 1-on-1. These notes are strictly private and visible only to you
7. Adding Notes Across Multiple 1-on-1s
You can continue adding private notes over time, even across multiple 1-on-1 meetings with the same direct report
8. Viewing Scheduled 1-on-1s
If the 1-on-1 you created is scheduled for a future date, it will appear under the Later tab in the 1-on-1 module. You will see the direct report’s name, along with the scheduled date and time of the meeting
