Tracking 1-on-1 Meetings

You can track your 1-on-1 meetings in two sections: Mine and All.

• Mine: This section shows only meetings involving your direct reports.
• All: This section displays all scheduled meetings within the organization.

Mine

This section is divided into two tabs: Planned and Historical.

• Planned: Includes both Pending and Upcoming meetings.
• Pending: Meetings that have started but not been completed by the organizer
• Upcoming: Meetings that have not yet started

Click View Details to view and manage meeting details.

• Historical: Includes all
  past meetings.

You can filter meetings by:

• Type and Recurrence Cycle: The type of meeting (e.g., 1-on-1, assessment), and recurrence cycle (e.g., one-time event or recurring), (Filter button)
• Status: The completion status of the meeting (e.g., completed, skipped). (Within the Historical tab)
• Date: The specific date or date range of the meeting (only for Historical meetings).(Within the Historical tab)

All:

HR specialists can easily track 1-on-1 meetings across the organization in the All section.

Key Information:

• Organizer: View who has scheduled meetings with employees
• Participant: The employee involved in the meeting
• Date: The date of the meeting
• Type: The type of meeting (e.g., 1-on-1, assessment).
• Recurrence Cycle: See how many meetings have occurred within different timeframes
• Shared Notes: Access shared notes from managers
• Action Items: Track assigned tasks and follow-up actions
• Meeting Status: Monitor the status of meetings (e.g., completed, skipped, pending)

Note: Click the relevant numbers to view the full content of shared notes and action items left by meeting organizers.

Tip: Private Notes can be visible only to the creators.

Filtering Meetings:

• Status: Filter by meeting status (e.g., completed, skipped, pending).
• Date: The specific date or date range of the meeting.
• Type, Recurrence Cycle, Participant, Organizer: Use the Filter button to select the needed criteria.

You can export all OKRs in Excel (.xlsx) format using the Export button.