Create, schedule and perform 1-on-1 meetings

Schedule 1-on-1 meetings with an employee or co-worker, set up talking points, add To Do's and share important notes

A 1-on-1 meeting is an opportunity for employees and managers to talk about the current work situation and steer it in the desired direction. Set up talking points, to-do’s and share notes with each other to develop your relationship and the employee's professional role within the organization.

Create a 1-on-1 meeting

All Eletive users are able to create a 1-on-1 meeting when the feature has been enabled. To create a 1-on-1 meeting, proceed by

1. Click on Me in the navigation menu
2. Click on the 1-on-1s tab
3. Click on Create New 1-on-1
4. Search for the user you want to create a new 1-on-1 agenda with
5. Click on the username so that the dot beside the name turns green
6. Click on Create
7. Select a date for the 1-on-1 meeting (mandatory)
8. Add talking points for the meeting, manually or by adding an already created template by clicking on Add from a template. Click on the template you want to add, and press Add (optional) 
9. Click on Create
10. When the meeting has been created, both users will receive an email with a meeting invite for the meeting that can be added to your Outlook calendar 

Schedule recurring 1-on-1 meetings 

To schedule 1-on-1 meetings to reoccur according to a frequency, proceed by

1. Click on Me in the navigation menu
2. Click on the 1-on-1s tab
3. Click on Create New 1-on-1
4. Search for the user you want to create a new 1-on-1 agenda with
5. Click on the username so that the dot beside the name turns green
   
6. Click on Create recurring 1-on-1
7. Name the 1-on-1 agenda, choose the frequency, start date, and the meeting duration 
   
8. Click on Save and enable
9. When the meeting has been scheduled, both users will receive an email with a meeting invite for the repeating meetings that can be added to your Outlook calendar 
   
   

During the 1-on-1 meeting

When you have created a 1-on-1 meeting, you will see it in a list within the 1-on-1 tab in the navigation menu. Click on the username that you are having a meeting with and then on the card in the Next Meeting column. Work within the created 1-on-1 agenda during the meeting, click the checkboxes in the talking points gradually, add shared and private notes to your talking points, and add To Do’s during the meeting that both users will have access to. As a user, you will only see your own private notes but both users will have access to write private notes in the same meeting agenda. When the meeting is done, click on Save or End depending on if you want to continue to work with the agenda or not.

After the 1-on-1 meeting

Both users will have access to the ended meeting to see the talking points, the To Do’s and the shared notes. A user can see, add and edit their private notes if needed. The talking points, the To Do’s and the shared notes are locked, you are not able to edit these as soon as one of the users has ended the meeting agenda. The talking points and the To Do’s that were not checked before one ended the meeting will be copied into the new meeting agenda with the same person if one of the users creates one. These can be erased by clicking on the cross attached to the specific talking point or To Do if needed.