This help file will take you through how to set up a 1:1 as a manager, as well as how to accept an employee's request for a 1:1 meeting.
Schedule a 1:1 with your employee
Go to Reviews > 1:1 agendas > Create new agenda.
You will then be prompted to enter the details for the 1:1 – title, description, the employee you are inviting, and the date and time of the 1:1.
Click Save and then you will be taken to the next page, where you can create the agenda for your 1:1.
At this point you can either begin to create the agenda (click here for more info), or click Back and return to this at a later time.
Alternatively, if you are ready to invite your employee to the 1:1, you can select Save and send invite, which will inform them that the 1:1 has been scheduled, and as above, you can return to the agenda to continue editing this later.
View a quick walk-through below which follows the steps described above:
If your employee requests a 1:1
If your employee requests a 1:1 from their own WeThrive login (if they have one), you will receive an email informing you to log into your WeThrive account to respond to this request.
Go to Reviews > 1:1 agendas.
Here you will be able to see if any of your employees have requested a 1:1.
You can either accept or decline the request. The employee will be notified either way.
Once you have accepted the 1:1 request, click Edit against the relevant scheduled 1:1 and you can begin to create your meeting agenda.
View a quick walk-through below which follows the steps described above:
