Who can do this: line managers and the people they manage. Owners can see all 1:1s. Plan needed: Passport for Teams: Performance
Before you start
- Set up line managers first (see How to set up line managers and reporting lines). Managers can only hold 1:1s with people below them.
Steps
- Go to Account and open 1:1s.
- Choose the person and start a new 1:1.
- Add agenda items. Both of you can add talking points before the meeting.
- During the meeting, add notes and actions.
- Mark actions done as you complete them.
What happens next
- Any open items carry forward to your next 1:1 automatically, so nothing gets lost.
- Appraisals show only shared 1:1 summaries, not every note.
Why can't I see this?
- No 1:1s option: your organisation isn't on Performance.
- Person not listed: they don't report to you, directly or further down. Ask an owner to check their line manager.