Create, schedule and perform 1-on-1 meetings

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.

There are two types of 1-on-1 meetings in Eletive: private 1-on-1s and manager–employee 1-on-1s.

Private 1-on-1s are initiated from the Me-scope and are designed for private conversations between two individuals in the organization. These meetings remain private between the participants.

Manager–employee 1-on-1s are initiated by managers from the segment scope and are designed for ongoing employee-manager conversations such as check-ins, coaching sessions, development discussions and follow-up meetings. These meetings are connected to the employee within the organizational structure, ensuring that meeting history, shared notes and To Do’s remain available if the employee changes manager.

Create a Manager-Employee 1-on-1 meeting

Managers are able to create manager–employee 1-on-1 meetings for employees within their segment structure. Below you can find instructions for how to create both a non-recurring (One-time) and recurring manager–employee 1-on-1 meetings.

To create a One-time Manager-Employee 1-on-1 meeting, proceed by

1. Select 1-on-1 in the sidebar menu
2. Click on segment in the scope selector, select the preferred segment
3. Find the correct team member in your employee overview and click on Book meeting
4. Click on One-time to create a non-recurring meeting
5. Give the meeting a name
6. Select start date, time and duration for the 1-on-1 meeting (mandatory)
   
   
   
   
   
7. Click on Continue
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 Send Invitation
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 Manager-Employee 1-on-1 meetings

To create a recurring Manager-Employee 1-on-1 meeting, proceed by

1. Select 1-on-1 in the sidebar menu
2. Click on segment in the scope selector, select the preferred segment
3. Find the correct team member in your employee overview and click on Book meeting
4. Click on Recurring to create a recurring meeting
5. Give the meeting a name
6. Select the frequency
7. Select start date, time and duration for the 1-on-1 meeting (mandatory)
   
   
8. Click on Continue
9. 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)
10. Click on Send Invitation
11. When the meeting has been scheduled, both users will receive an email with a meeting invite for the recurring meetings that can be added to your Outlook calendar

Create a private 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. Select 1-on-1 in the sidebar menu
2. Click on Me in the scope selector
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 private 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 Schedule
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

Once a 1-on-1 meeting has been created, it will appear in the 1-on-1 section in the sidebar menu.

To open the meeting agenda:

1. Go to 1-on-1 in the sidebar.
2. Select the appropriate scope:
   • For a Private 1-on-1, select Me.
   • For a Manager-Employee 1-on-1, select Segment and choose the segment where the meeting was created.
3. Select the person you are meeting with.
4. Click the card displayed under Upcoming/Next Meeting.

During the meeting, you can collaborate directly in the agenda by:

• Checking off talking points as you discuss them.
• Adding shared notes that both participants can view.
• Adding private notes that are only visible to you.
• Creating To Do items that both participants can access and follow up on.

Both participants can write private notes in the same meeting agenda, but each user can only view and edit their own private notes.

When the meeting is finished, you can choose to:

• Save – to continue working with the agenda later.
• End – to complete the meeting and lock the shared content.

After the 1-on-1 meeting

Once a 1-on-1 meeting has been ended, you can access it under Completed/Previous Meetings to review the meeting agenda, including:

• Talking points
• To Do items
• Shared notes

You can continue to view, add, and edit your private notes after the meeting has ended.

Please note that the talking points, To Do items, and shared notes become locked as soon as either participant ends the meeting. These items can no longer be edited once the meeting has been completed.

If a new 1-on-1 meeting is created with the same person, any unfinished talking points and unchecked To Do items from the previous meeting will automatically be carried over to the new agenda.

If you no longer need a talking point or To Do item, you can delete it by clicking the three dots (⋮) next to the item and selecting Delete.

Who can see 1-on-1 meetings and meeting content?

Who can access a 1-on-1 meeting and its content depends on the type of 1-on-1 meeting.

For Private 1-on-1s, only the two participants in the meeting can see the meeting and its content, including talking points, To Do’s, shared notes, and meeting history.

For Manager–Employee 1-on-1s, access depends on the manager’s role in the organizational structure:

• Managers assigned to the same segment as the employee can see the meeting content, including talking points, To Do’s, shared notes, and meeting history.
• Managers higher up in the hierarchy can see that a 1-on-1 meeting has been created, saved, or ended, but they cannot see the meeting content.