How to Schedule a 1:1 as a Manager

  1. Login to your HelloTeam account.

  2. Click on My Team on the left-hand menu.

  3. From your Team, please click on the One on Ones tab at the top of your screen.

Your One on Ones page will display your scheduled upcoming One on Ones. Please click the blue Schedule button on the right-hand side of the screen.

A window will appear to Create a new One on One.

Set the frequency to either One time or Recurring.

Duration of the meeting will be set in minutes.

Select the Date and Time.

Leave “Create meeting invitation” checked if you wish to do so.

By default, this will send a Google Meet invitation, which you can remove after scheduling the one on one.

Click the blue Next button to continue.

Select from the dropdown a Company Template, one of your own or create a new one. Learn more about One on One templates.

How to Schedule a 1:1 as an Employee

  1. Login to your HelloTeam account.

  2. Search for the employee you would like to schedule a 1:1 with in the top right directory.

  3. On their profile go to the tab along the top menu called "One on Ones".

  4. At the top of the screen you will see blue button with the option to Schedule.

5. A window will appear to Create a new One on One.

-Set the frequency to either One time or Recurring.

-Duration of the meeting will be set in minutes.

-Select the Date and Time.

-Leave “Create meeting invitation” checked if you wish to do so. By default, this will send a Google Meet invitation, which you can remove after scheduling the one on one.

6. Click the blue Next button to continue.

7. You will see several Talking Points in this section.

8. Click the blue Create button to save and schedule the One on One.

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