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Scheduling a one-to-one

If you are a manager or a reportee you can schedule a one-to-one for a future date. 

The earliest you can start a scheduled one-to-one session, is 10 minutes prior the start date and time. 

The way in which you schedule a one-to-one differs depending on the version of the platform you are using:

Scheduling a one-to-one in the new UI

  1. On the side navigation , click One-to-Ones.

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    The One-to-Ones screen appears.

  2. On the One-to-Ones screen, click Schedule a one-to-one. 

    Screenshot 2019-10-30 at 14.06.32.png

    The Schedule a one-to-one screen appears.

    Screenshot 2019-10-30 at 13.54.18.png

     

  3. Select a date and time for the one-to-one. 

    Screenshot 2019-10-31 at 11.00.54.png

  4. In the Where will it take place? field, enter a location. 

    Screenshot 2019-10-30 at 14.02.28.png

  5. In the Who is it with? section, select a user. 
    Screenshot 2019-10-31 at 09.45.12.png
    The one-to-one is created and added to the Upcoming one-to-ones list. 
    Screenshot 2019-10-31 at 11.04.54.png

To download a scheduled one-to-one and add it to your calendar, click the calendar icon.


Scheduling a one-to-one in the legacy UI

  1. Expand the  sidebar  and click One-to-Ones.

    Screenshot 2025-10-27 at 10.59.30.png


    The One-to-Ones screen appears.

  2. On the One-to-Ones screen, click Schedule a one-to-one. 

    Screenshot 2019-10-30 at 14.06.32.png

    The Schedule a one-to-one screen appears.

    Screenshot 2019-10-30 at 13.54.18.png

     

  3. Select a date and time for the one-to-one. 

  4. In the Where will it take place? field, enter a location. 

    Screenshot 2019-10-30 at 14.02.28.png

  5. In the Who is it with? section, select a user. 
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    The one-to-one is created and added to the Upcoming one-to-ones list. 
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To download a scheduled one-to-one and add it to your calendar, click the calendar icon.