Scheduling a 1:1 meeting is an essential part of workplace communication and professional development. This article outlines the steps to effectively schedule a 1:1 meeting using your organization's 1:1 Meetings module.
Step 1: Access the 1:1 Meetings Module
- Navigate to Me (1) and click on the Performance (2) tab in your organization's HRMS system.
- Select the 1:1 Meetings (3) option from the dropdown menu.
- Click on My Meetings (4) to view or manage your existing meetings.
Step 2: Schedule a Meeting
- Click the Schedule 1:1 Meeting (5) button located at the top right of the screen.
- A form titled Schedule Meeting will appear, prompting you to fill in the meeting details.
Step 3: Add Meeting Details
- Participants: Add required participants by typing their names or email addresses. Optional participants can also be included.
- Title: Enter a meaningful title for the meeting, such as "Career Development Discussion."
- Location: Choose a meeting mode—In-Person, Zoom, Microsoft Teams, or Google Meet. Integration options are available for video conferencing tools.
- Date and Time: Specify the date, start time, and end time. Use the "Check available timeslots" option to avoid scheduling conflicts.
- Recurrence: Choose whether the meeting will repeat (e.g., weekly or monthly) or be a one-time event.
Step 4: Define the Agenda
- You can create a new agenda by clicking + Create New Agenda.
2. You can also use a predefined template by selecting Browse All Templates.
3. Select a template that aligns with the meeting’s purpose, such as "Career Improvement Discussion."
4. Review the template content, which may include agenda items like:
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- Reviewing current roles and responsibilities.
- Discussing career goals and growth paths.
- Identifying skills for future roles.
- Overcoming roadblocks.
- Developing an actionable career plan.
- Click Use Template to add it to your meeting details. You can further customize it if needed.
Step 5: Record Notes and Action Items
During the meeting, use the Meeting Details section to document key points, decisions, and action items. This ensures all participants have a clear understanding of the next steps.
Tips for Effective 1:1 Meetings
- Prepare in Advance: Use the agenda templates to structure the discussion and save time.
- Be Clear: Clearly communicate the purpose of the meeting to participants.
- Follow Up: Review action items and ensure progress is tracked in subsequent meetings.
By following these steps, employees can effectively schedule and manage 1:1 meetings, fostering open communication and career growth within their organization.
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