Run a 1:1 with a direct report

1:1 Notes lives inside the Performance page, alongside Reviews, Goals and OKRs. It’s built around recurring meetings between a manager and each of their direct reports, with the platform handling scheduling, agenda templates, in-meeting note capture, and action item carry forward.

Schedule a recurring 1:1

1. On the left hand sidebar, click Performance, then click the 1:1 Notes card.
2. Click to start a new 1:1 schedule.
3. Pick the employee from the dropdown (only your direct reports show).
4. Pick a cadence:
   • Weekly
   • Fortnightly (most common)
   • Monthly
   • One off (for a single meeting, no recurrence)
5. Pick an agenda template. The system ships with Standard Fortnightly 1:1 as the default. You can create custom templates in advance if you’d prefer.
6. Save. The first meeting appears on your dashboard and the next due date is calculated automatically based on cadence.

What the standard template covers

The default template runs about 35 minutes across 5 sections:

1. General check-in (5 min). How are you going, anything on your mind.
2. Work, progress and goals (10 min). OKR tracking, current priorities, blockers.
3. Feedback and development (10 min). Positive feedback, development focus, manager feedback, direction preferences.
4. Career and growth (5 min). Development work, plan tracking, career goals.
5. Wrap up (5 min). Leave or commitments coming up, team updates, priority commitment.

You can customise this template, build your own, or pick a different one for each direct report.

Capture notes during the meeting

Open the meeting record (it appears as a draft on the day it’s due). For each section, you can:

• Type responses to each question. These are visible to the employee after the meeting is complete.
• Add manager notes at the bottom. These are private and the employee does not see them.
• Capture action items with an owner and due date.
• Update goal progress for any of the employee’s active key results.

The meeting stays in draft status while you’re editing, so you can save incrementally and come back to it.

Action items carry forward

If the previous 1:1 had open or in-progress action items, they’re brought into the next meeting automatically. This means you don’t have to manually re-track outstanding actions, they live with the 1:1 thread.

Mark the meeting complete

When you’re done, click to complete the meeting. This:

• Changes the record status from draft to complete.
• Applies any goal progress changes you captured.
• Schedules the next 1:1 based on the cadence (weekly cadence creates next week’s, fortnightly two weeks out, etc.).
• Releases the meeting to the employee, who can now read your captured responses (but not your private manager notes).

What the employee sees

Direct reports can see their own past 1:1s from their My Performance page once you’ve marked them complete. They see the responses you captured during the meeting and any goal updates, but they do not see your private manager notes.

Who can run a 1:1

Managers can run 1:1s with their own direct reports. Employees can read their own past 1:1s. Other people in the organisation cannot see them.