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Overview

1:1 check-ins help managers and their direct reports stay aligned. Each session has a shared agenda, notes, action items, and sign-off. Managers can schedule sessions, run them in the workspace, reschedule a single meeting, or pause the whole check-in cadence with someone when needed. Open 1:1 check-ins from the left navigation (/one-on-ones). Overdue and due-soon check-ins for your direct reports also appear in Your work queue on People home (/hr), filtered with ops cases and performance reviews. Opening a 1:1 row takes you to the 1:1 hub to schedule or continue.

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Schedule a 1:1

Managers with permission to manage direct reports can schedule from the 1:1 hub:
  1. Open 1:1 check-ins.
  2. Choose New 1:1 in the top right.
  3. In the panel that opens, pick the direct report, date and time, and an optional agenda template.
  4. Click Schedule 1:1 to open the session.
The template copies its agenda into that scheduled 1:1. Edits on the session stay on that session and do not change the template pack. You cannot schedule a new 1:1 while check-ins are paused for that person. Resume check-ins first from the hub or from an open session.

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Edit this 1:1

Inside a scheduled session, the employee and their line manager can both edit that check-in:
  • Change talking points, sections, and who should answer them.
  • Add shared notes and action items.
  • Sign the session when they are ready.
Use Edit this 1:1 on the session itself. That never updates the default template pack. HR managers and organisation admins change the pack from Edit templates.

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Template pack

HR managers and organisation admins with permission to manage 1:1 templates can create and edit the default packs:
  1. Open 1:1 check-in oversight (/hr/one-on-ones) or 1:1 check-ins.
  2. Choose Edit templates.
  3. Create a pack, or open an existing one to change its agenda, duration, and who answers each point.
  4. Archive a pack when it should no longer appear when scheduling a new 1:1.
Template changes apply to future check-ins. Sessions already scheduled keep the agenda they were created with, unless someone edits that session.

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Run a session

Inside a session you can:
  • Edit the session title and work through check-in questions.
  • Add shared notes (visible to both people) and private manager notes (visible to the manager and HR).
  • Capture action items with assignees.
  • Start meeting when you begin, then Mark complete when you finish.
  • Save now flushes autosaved changes immediately.
Both participants can sign the session when they are ready.

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Action items and tasks

Every action item you add to a 1:1 becomes a task for the person it is assigned to. Assigned action items appear in that person’s Tasks workspace, so follow-ups from a check-in show up alongside their other work. You can set an optional due date on each to-do. Incomplete items past that date appear for HR on 1:1 action follow-ups (/hr/one-on-one-actions). When the assignee has connected their Google or Microsoft account, these tasks also mirror into Google Tasks or Microsoft To Do, the same way tasks created in the Tasks workspace do. The link stays in sync automatically:
  • Editing an action item’s text updates the matching task.
  • Ticking an action item off marks the task complete (and the reverse).
  • Removing an action item, or cancelling the session, removes the mirrored task.
Action items without an assignee or without any text are not turned into tasks.

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Reschedule this session

To move only the current meeting (not the whole cadence):
  1. Open the session.
  2. In Scheduling, click Reschedule.
  3. Pick a new date and time and save.
Linked calendar events update when your organisation uses Google or Microsoft calendar sync.

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Pause check-ins

Pause stops reminders and compliance nudges for a manager–report pair. Use this when someone is on extended leave or check-ins are not practical for a while. From a session or the hub Check-in cadence section:
  1. Click Pause check-ins.
  2. Choose 1 month, 2 months, Custom (enter days), or Until further notice.
  3. Confirm.
While paused:
  • The hub shows a Paused badge on that person’s meetings.
  • HR oversight lists the pair as Paused instead of overdue.
  • Timed pauses resume automatically when the period ends. Until further notice stays paused until the manager clicks Resume check-ins.

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Cancel this session

Cancel this session is available to the manager for upcoming sessions that are still scheduled or in progress. It removes only that meeting from both hubs and does not pause future check-ins. Use Pause check-ins when you want to stop the ongoing cadence.

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Delete a completed 1:1

Completed sessions keep a lasting record for both people. Neither person can remove one on their own.
  1. Open the completed session.
  2. Choose Request delete and optionally add a reason.
  3. The other participant gets an in-app notification and a banner on the session asking them to Approve delete or Reject.
  4. You can Withdraw your request while it is still pending.
If they approve, the session leaves both hubs (it is kept for oversight as cancelled). If they reject, the completed session stays as it was.

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HR oversight

HR users with access to people records can review manager–report pairs at HR → 1:1 check-in oversight (/hr/one-on-ones). The table shows cadence, last completed session, next due date, and status including Paused, Overdue, Due soon, and On track.

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Permissions

Your organisation must have the 1:1 check-ins module enabled.