Schedule a 1-on-1

1-on-1 meetings are most effective when held regularly. Scheduling your 1-on-1s in advance or on a recurring basis 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 making the 1-on-1s recurring, creating a calendar invite for the meeting(s), and adding a static link to the 1-on-1s via the calendar invite all help up-level accountability and set clear expectations. Below are the steps to scheduling a 1-on-1 meeting—whether it be recurring or whether you like to schedule them as each meeting takes place.

✏️

Note

If you wish to use the Google Calendar integration and are an account administrator, make sure the integration is active for your company. If you are not an account administrator, but believe the integration should be on for your company, reach out to an account administrator.

 

Recurring 1-on-1s will not work with the Google Calendar integration enabled. You can disable it from your own account here or if you are an account administrator, you can disable it for the company here


Schedule a 1-on-1 (non-recurring or recurring)

1. Click on 1-on-1s from the left navigation.

Screen_Shot_2021-04-14_at_3.36.58_PM.png

2. You'll land on your 'My 1-on-1s' page where you'll automatically see a list of your direct reports (if you have direct reports) and a list of all people that you have held a 1-on-1 with previously.

Screen_Shot_2021-04-15_at_1.35.13_PM.png

3. Click into the 1-on-1 that needs an action item added to it. If you don't have a 1-on-1 open with the person, create a new 1-on-1.

Screen_Shot_2021-04-15_at_3.29.03_PM.png

4. In the 'Details for this 1-on-1' box to the right of your talking points, click the Schedule 1-on-1 button.

Screen_Shot_2021-04-16_at_9.05.05_AM.png

5. A '1-on-1 Settings' pop-up window will appear, containing options to schedule your 1-on-1. 

  • If you want the 1-on-1 meetings with this person to be managed and scheduled on an individual meeting basis, click Does not repeat. Then you are done with scheduling until the current 1-on-1 has been ended and you're ready to schedule the next.
  • If you want the 1-on-1s with this person to be recurring, meaning ended and created automatically on a regular cadence, click the Repeats option. After choosing the repeating option, decide on the cadence and whether or not the 1-on-1 should be ended automatically.
  • In either case, remember to click Save before returning to the 1-on-1.

Screen_Shot_2021-07-28_at_3.37.22_PM.png

6. Now from the 1-on-1 agenda, you will see your scheduled date to the right of your talking points. 

Screen_Shot_2021-07-28_at_3.36.51_PM.png


Change my 1-on-1 schedule

If you need to change an existing 1-on-1 schedule, you can do so at anytime.

1. Start on the 1-on-1 whose date/schedule needs to be updated.

2. To the right of the talking points section, there is a box titled '1-on-1 Settings'. Click the purple Reschedule 1-on-1 link.

Screen_Shot_2021-07-28_at_3.36.51_PM.png

3. From here, there are multiple ways to change the schedule of your current 1-on-1 or your 1-on-1 schedule.

  • If you want the cadence to remain and simply need to change the current 1-on-1 date only, click into the calendar and change the date. Click Save. You're all set!

Screen_Shot_2021-08-03_at_11.03.37_AM.png

  • If the 1-on-1 was already on a repeating cadence and you need to edit the settings beyond the current 1-on-1, click Edit recurring settings. For example, I want to change my 1-on-1s with this person from occurring every Wednesday to every Thursday. In this case, you need to edit the recurring settings. Another example, I want to change my 1-on-1s with this person from occurring every Wednesday to non-repeating and managed on an individual meeting basis. If you need to edit recurring settings, proceed to the next steps.

Screen_Shot_2021-07-28_at_3.37.12_PM.png

4. The '1-on-1 Settings' pop-up window will appear, containing options to reschedule your 1-on-1. 

  • If you want the 1-on-1 meetings with this person to be managed and scheduled on an individual meeting basis, click Does not repeat. Then you are done with scheduling until the current 1-on-1 has been ended and you're ready to schedule the next.
  • If you want the 1-on-1s with this person to be recurring, meaning ended and created automatically on a regular cadence, click the Repeats option. After choosing the repeating option, decide on the cadence and whether or not the 1-on-1 should be ended automatically.
  • In either case, remember to click Save before returning to the 1-on-1.

Screen_Shot_2021-07-28_at_3.37.22_PM.png

5. Update your 1-on-1 calendar invite to match the scheduling changes. May we suggest adding a static 1-on-1 link to your calendar invite to give both people one-click access to the current 1-on-1. The link will always be valid and will always take both people to the current 1-on-1.

Was this article helpful?
16 out of 22 found this helpful