What is covered in this article? | How to save a 1:1 meeting in a locked format (no longer editable) & receive an agenda summary. |
Who is this article for? | Administrators, Executives & Managers |
Once a 1:1 is complete, you have added all notes and the follow-up actions have been set, you will want to save the agenda and prevent any further editing. You can also receive a PDF summary via email once saved as 'Read only'.
Hover over Reviews and select 1:1 Meetings.
Find the correct 1:1 agenda in the list and click Edit.
Scroll to the bottom of the agenda and click Save as read only.
The information on the agenda will then be automatically emailed in PDF format to both you and your employee. Note: the manager only section will only be included in the manager's version of the PDF.
The status of the 1:1 agenda on the 1:1 Meetings page will change from Edit to View, so no further changes can be made but you can look back historically at past 1:1s and resend the agenda summary at any time.
