Once your 1-to-1 has taken place, to mark it as complete all parties who attended the meeting must sign it off. When both parties have signed off, the review will become a read-only document which no one can edit.
📎NOTE: You can't sign off a 1-to-1 on the mobile app on Android.
Sign off as a manager or admin
Sign off as a manager or admin
Before an employee can sign off, this must be done by the manager first.
Go to the relevant meeting on the Future tab.
Click Finalise or the meeting title to open it.
Before you sign off, finalise everything in the 1-to-1 template. For example, have you added relevant goals? Entered meeting notes? etc.
Under your name, confirm you've finished the 1-to-1 for everyone in its entirety.
Click Sign off.
Click Yes, go ahead to confirm you want to sign off.
Now, wait for the employee to sign off. They are notified that this needs to be done.
Sign off as an employee
Sign off as an employee
When your manager has signed off your 1-to-1, you are notified by email. You also have a notification appear on your dashboard.
Click the link in your email, or click Sign off next to your Dashboard notification.
Alternatively, go to your 1-to-1 via your profile. It will now show under Awaiting sign-off. Click Sign off or the meeting title.
Check you're fine with everything shown on the 1-to-1. Add anything you need to add, such as new goals or any comments etc.
When you're ready, you can reject your manager's sign off if there's anything you have an issue with.
If everything is fine, under your name, confirm that the 1-to-1 is complete.
Click Sign off.
Click Yes, go ahead to confirm you want to sign off.
Once everyone has signed it off, the 1-to-1 meeting shows under Completed.
📎NOTE: As an admin or manager, the only action you can take with a completed 1-to-1 is to delete it.