If an admin has enabled 1-to-1s in your Sage HR company, you can book a 1-to-1 with another colleague. This can be an employee you manage, or your own manager.
📌TIP: You can also book a 1-to-1 on the Sage HR mobile app.
Book 1-to-1 as an employee
Book 1-to-1 as an employee
📎NOTE: You can only have the option as an employee to book a 1-to-1 if it is enabled in the settings by an admin. If you have no option to book 1-to-1, please contact your HR admin.
Go to your profile. On the profile, menu click 1-to-1, then click Book a 1-to-1.
Alternatively, click Quick actions in the top right, then click Book a 1-to-1.
📎NOTE: If you are a direct manager trying to book a 1-to-1 with your own manager, you must do so via your profile.
As an employee user, this, by default, is a meeting with your direct manager.
If 1-to-1 meeting templates have been set up, select the template you want to use from the list.
If you don't want to use a template, select the No template option.📎NOTE: You can only select a template that an admin has set as eligible for your team. If you still have an outstanding onboarding meeting task, you can only choose the template linked to that task until you complete it.
Enter a name for the meeting, and if required, a description.
Select a meeting date.
Select a start time and an end time for the meeting.
If required, enter a location for example, a meeting room number.
Select what you want to include in the meeting.
Click Next.
You skip straight to the last step of booking a 1-to-1. Here you're shown a summary of the 1-to-1 meeting details.
Click Confirm.
An email is sent to the other person in the meeting.
Skip to Next steps.
Book 1-to-1 as a manager or admin
Book 1-to-1 as a manager or admin
If you're a direct manager, you can book a meeting with an employee who reports to you based on the Org Chart. If you're an admin, you can book a 1-to-1 with anyone.
📎NOTE: An admin can only book a 1-to-1 between themselves and another employee. They can't book a 1-to-1 with someone else on behalf of a manager or an employee.
Either:
On the main menu, click 1-to-1, then click Book a 1-to-1
Click Quick actions in the top right, then click Book a 1-to-1
Go to the 1-to-1 tab of an employee's profile to book a 1-to-1 specifically with them or click Book a 1-to-1 next to them on the No 1-to-1 booked tab
If you have set up 1-to-1 meeting templates, select the template you want to use from the list.
If you don't want to use a template, select the No template option.📎NOTE: You can only choose from templates that an admin has marked as eligible for the team the selected employee belongs to. If the employee still has an outstanding onboarding meeting task, you can only select the template linked to that task until they complete it.
Enter a name for the meeting, and if required, a description.
Select a meeting date.
Select a start time and an end time for the meeting.
If required, enter a location e.g. a meeting room number.
Select what you want to include in the meeting.
Click Next.
If you don't select Performance review (collect feedback) to include in the meeting, you skip straight to the last step of booking a 1-to-1. Here you're shown a summary of the 1-to-1 meeting details.
📎NOTE: If you select this option in the 1-to-1 template and don't select reviewers and add a question, you will get an error that prevents you from completing the booking:
Please add at least one question or competency before sending out this review.
To get around this either provide the required info needs to be provided, or disable this option in the 1-to-1 templateClick Confirm.
An email is sent to the other person in the meeting.
What happens if you include 'Performance review (collect feedback)?
What happens if you include 'Performance review (collect feedback)?
If you select to include Performance review (collect feedback) in your 1-to-1, when you click Next, there are other steps to complete before you get to your 1-to-1 summary screen.
Select general competencies for review.
Select who will review general competencies for the employee. This could be:
Their direct manager
Their peers on their team
Themselves
Other colleagues in Sage HR
An external person - This is someone not listed in your company in Sage HR. Click ➕ then enter their email address and name
Click Next.
Add any questions for the review. You can click on ➕ to add more.
Select who will review the answers to these questions. You can simply select the same employees as were selected for general competencies.
Click Next.
You're shown a summary of the 1-to-1 meeting details.
Click Confirm.
Skip to Next steps.
Next steps
Now the 1-to-1 meeting has been booked, you can view the 1-to-1 at any time from either your profile (or the employee's profile if viewing as an admin), or as an admin, from the 1-to-1 dashboard from the main menu.
This is where you can go to edit, complete, and sign off the meeting.