> ## Documentation Index
> Fetch the complete documentation index at: https://camp-site.co.uk/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# 1:1 check-ins

> Schedule, run, reschedule, and pause manager–report one-to-one check-ins.

## 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`).

## 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.

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.

## 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.

## 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.

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.

## 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.

## 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**.

## Cancel this session

**Cancel this session** removes only the current scheduled meeting. It does not pause future check-ins. Use **Pause check-ins** when you want to stop the ongoing cadence.

## 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**.

## Permissions

| Permission                         | What it allows                                                           |
| ---------------------------------- | ------------------------------------------------------------------------ |
| `one_on_one.view_own`              | View your own 1:1 sessions                                               |
| `one_on_one.manage_direct_reports` | Schedule, run, reschedule, pause, and resume check-ins with your reports |
| `one_on_one.view_all_checkins`     | View all 1:1 sessions in the organisation (with HR oversight)            |

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