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:
- How to review a specific 1-on-1
- How to filter 1-on-1s by date
- How to filter 1-on-1s by status
- 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.
- From the left menu, select Talent > 1-on-1s > My 1-on-1s.
- 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
- From the left menu, select Talent > 1-on-1s > My 1-on-1s.
- Click on the Date range dropdown to choose between one of the following options: Date range, Preset, or Cycle.
- If Date range was selected, select a Start date and End date.
- If Preset was selected, select one of the options presented.
- If Cycle was selected, select the cycle’s Start and End times.
- 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
- From the left menu, select Talent > 1-on-1s > My 1-on-1s.
- 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
- From the left menu, select Talent > 1-on-1s > My 1-on-1s.
- Click on the Invitee dropdown and tick the box(es) next to the meetings with the invitee(s) you wish to see.
- Click Apply once done.
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