Easily check your past and upcoming 1-on-1s using the My 1-on-1s page. Go here to learn how to create a new meeting as its organizer and here to learn how to manage and use a 1-on-1 meeting. 

 

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Access all of your past and upcoming 1-on-1s in one spot, filter by date, status, and people, and track progress over time by reviewing previous meetings and marking them as complete or incomplete.

 

In this article, you will see:

  1. How to review a specific 1-on-1
  2. How to filter 1-on-1s by date
  3. How to filter 1-on-1s by status
  4. How to filter 1-on-1s by invitee


How to review a specific 1-on-1 meeting

Organizers and invitees can review a past or upcoming 1-on-1 meeting’s agenda, notes, etc. from the main My 1-on-1s page.

Note: Invitees can only view meetings that they were invited to.

  1. From the left menu, select Talent > 1-on-1s > My 1-on-1s. 
  2. Click on the meeting tile or meeting row that you wish to review.

Check the Managing and using a 1-on-1 meeting to learn how to take actions within the 1-on-1 meeting page before, during, or after the meeting occurs.

 

How to filter 1-on-1s by date

  1. From the left menu, select Talent > 1-on-1s > My 1-on-1s. 
  2. Click on the Date range dropdown to choose between one of the following options: Date range, Preset, or Cycle.
  3. If Date range was selected, select a Start date and End date.
  4. If Preset was selected, select one of the options presented.
  5. If Cycle was selected, select the cycle’s Start and End times.
  6. Click Apply once done.

 

How to filter 1-on-1s by status

By default, both 1-on-1s that are marked as complete and those that haen’t yet been marked as such will be displayed. Marking as complete is an action done by the 1-on-1 organizer, and are useful for personal and tracking.

 

Note: Organizers will also see any incomplete 1-on-1s that are labelled as a draft when they have yet to  send an invitation to the invitee

  1. From the left menu, select Talent > 1-on-1s > My 1-on-1s. 
  2. Click on the Status dropdown to choose the 1-on-1 status you wish to see in the table below, and click Apply once done. 

 

How to filter 1-on-1s by Invitee

  1. From the left menu, select Talent > 1-on-1s > My 1-on-1s. 
  2. Click on the Invitee dropdown and tick the box(es) next to the meetings with the invitee(s) you wish to see.
  3. Click Apply once done.


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