If 1-to-1s has been enabled in your Sage HR company, you can book a 1-to-1 with another colleague, whether with an employee you manage, or your own manager.
It's easy to book a 1-to-1. We'll show you how in the steps below.
Skip to:
Book 1-to-1 as an employee
πNOTE: You can only have the option as an employee to book a 1-to-1 if it is enabled in the settings by an admin. If you have no option to book 1-to-1, please contact your HR admin.
Go to your profile. On the profile, menu click 1-to-1, then click Book a 1-to-1.
β
β
β
Alternatively, click on the β on the top right, then click Book a 1-to-1.
β
β
πNOTE: If you are a direct manager trying to book a 1-to-1 with your own manager, you must do so via your profile.
βAs an employee user, this by default is a meeting with your direct manager.
β
β
βEnter a name for the meeting, and if required a description.
Select a meeting date.
Select a start time and an end time for the meeting.
If required, enter a location e.g. a meeting room number.
Select what you want to include in the meeting.
Click Next.
You skip straight to the last step of booking a 1-to-1. Here you're shown a summary of the 1-to-1 meeting details.
β
β
βClick Confirm.
β
An email is sent to the other person in the meeting.
Skip to Next steps.
Book 1-to-1 as a manager or admin
If you're a direct manager, you can book in a meeting with an employee who reports to you based on the Org Chart. If you're an admin you can book a 1-to-1 with anyone.
On the main menu, click 1-to-1, then click Book a 1-to-1.
β
β
β
Alternatively, click on the β on the top right, then click Book a 1-to-1.
β
β
You can also go to the 1-to-1 tab of an employee's profile to book a 1-to-1 spedically with them or click Book a 1-to-1 next to them on No 1-to-1 booked tab.
β
β
βSelect the colleague you want to meet with.
β
β
βEnter a name for the meeting, and if required a description.
Select a meeting date.
Select a start time and an end time for the meeting.
If required, enter a location e.g. a meeting room number.
Select what you want to include in the meeting.
β
βClick Next.
If you don't select Performance review (collect feedback) to include in the meeting, you skip straight to the last step of booking a 1-to-1. Here you're shown a summary of the 1-to-1 meeting details.
β
β
βClick Confirm.
β
An email is sent to the other person in the meeting.
What happens if you include Performance review (collect feedback)?
If you select to include Performance review (collect feedback) in your 1-to-1, when you click Next, there are other steps to complete before you get to your 1-to-1 summary screen.
β
Select general competencies for review.
Select who will review general competencies for the employee. This could be:
Click Next.
Add any questions for the review. You can click on β to add more.
β
β
βSelect who will review the answers to these questions. You can simply select the same employees as were selected for general competencies.
Click Next.
You're shown a summary of the 1-to-1 meeting details.
β
βClick Confirm.
Skip to Next steps.
Next steps
Now the 1-to-1 meeting has been booked, you can view the 1-to-1 at any time from either your profile (or the employee's profile if viewing as an admin), or as an admin, from the 1-to-1 dashboard from the main menu.
This is where you can go to edit, complete, and sign off the meeting.