1-on-1 meetings are most effective when held regularly. Scheduling your 1-on-1s in advance ensures that the meetings are taking place at a regular cadence. Setting a date for your 1-on-1 meeting is a good first step, but adding in a time for the meeting helps level up the accountability. Below are the steps to scheduling a 1-on-1 meeting.
Schedule a 1-on-1 (with or without Google Calendar integration)
1. Select the '1-on-1s' tab in your top navigation bar.
2. You will automatically see a list of all people that report to you (if applicable), and a list of all people that you have held a 1-on-1 with previously. Click on the name of the person whose 1-on-1 you need to schedule.
If you do not have a 1-on-1 set up with the person already, follow these steps to create a new 1-on-1.
3. Click into the 'Current 1-on-1 (Draft)'.
4. In the Details for this 1-on-1 box, there is a button- 'Schedule 1-on-1'. Click that button.
5. A pop-up window will appear, asking you to schedule your 1-on-1.
***If you are not using the Google Calendar integration, please proceed to step #10.
***If you are using the Google Calendar integration and this is your first time scheduling a 1-on-1 since the Google Calendar integration was enabled, you will need to connect your calendar. Once you have connected your calendar, steps 6-9 will no longer apply for any future scheduling.
6. Click on 'Connect your calendar'.
7. Allow 15Five access to your Google calendar through the authentication pop-up that appears.
8. After authenticating your Google Calendar, you can go back into the 1-on-1 you are trying to schedule and follow the remaining steps.
9. Click on 'Schedule 1-on-1' from within the agenda you are trying to schedule.
10. Add in a date for your 1-on-1 meeting. The start and end times are optional. Be mindful of the time you are scheduling your 1-on-1 for. We include all times in the scheduler to accommodate customers outside of your current time zone, specifically in other countries.
If you leave the time fields blank, Google Calendar will not send an invite.
If you are not using the Google Calendar integration, but still want to set a time for the meeting, feel free to set a time.
11. Remember to 'Save' your date and time.
A couple other things to note about the Google Calendar integration:
- For now, this integration is a one way street. If you adjust the date and/or time of the meeting from within Google Calendar, the information will not update in 15Five. Similarly, if you schedule a 1-on-1 meeting from within your Google Calendar, it will not transfer over to 15Five.
- All invite notices, like accept/decline alerts, will be managed through Google Calendar (just like all your other meeting requests).
- Scheduling recurring 1-on-1s is not an option... yet. We are continually working on this integration and hope to have additional enhancements in the near future.
- Other enhancements that are on our radar: adding video conferencing links to the invite, including a link to the 1-on-1 agenda in the invite, and making the integration more two sided.