Learn about one-on-ones in Plecto and how this coaching tool can help improve your business performance while keeping your employees happy and motivated.
Only employees with team manager access can create and edit one-on-ones and access the one-on-one templates. If you manage a team in your company but cannot access the feature in Plecto, contact the admins in your Plecto organization to give you team manager access.
What are one-on-ones?
One-on-one is a meeting between an employee and their manager. It's a way for the company to find out how satisfied their employees are and how to help them learn, grow, and stay motivated.
During a one-on-one meeting, you, as the manager, would ask questions to the employee and take notes. After the meeting, your employee can read the notes and approve the one-on-one or ask to revise the information. All one-on-ones are strictly confidential, and the meeting notes are only accessible to the team manager, their employee, and added participants (if any).
One-on-ones are based on templates – each template consists of different sections with questions, KPIs, targets, or other things you would like to discuss during the meeting with your employee. Team managers decide what to include in the template and how to organize it.
The templates help you lead meetings, take notes, keep track of the previous discussions, and more. You can create, edit, and reorganize the sections in each template however you see fit.
Learn how to create a one-on-one template
Follow this help guide to learn about the one-on-one templates in Plecto and get inspiration for your next meeting.
How to create a one-on-one?
- Go to Coaching > One-on-ones > + New one-on-one.
- Select an employee from the list. You will only see the employees you manage that have login access to Plecto.
- Select a one-on-one template. If there are no templates, click Edit templates, create a new one, and repeat steps 1-3.
- Organize a meeting with your employee and fill out the one-on-one.
- After the meeting, you can choose to save the one-on-one as a draft or save and share the notes with your employee.
If you share the one-on-one with your employee, it will enter into the Active state, and your employee will read through the notes and either approve or ask to revise the information.
One-on-ones go through different states. Say you have a one-on-one meeting with an employee. You take notes based on what the employee reports, then share the one-on-one with the employee after the meeting. The employee then has to review the one-on-one and give their approval or ask for revision.
- Draft: All one-on-ones in this state are only visible to the team manager. The team manager can edit or delete the one-on-one.
- Active: If active, the one-on-one is visible to the team manager and their employee. The team manager can edit, delete, or send the one-on-one for approval. Once sent for approval, the employee will receive an email with a link to the document.
- Pending approval: The team manager has sent the one-on-one to the employee and waiting for their approval. The team manager can make changes in the one-on-one. If the manager makes changes, the one-on-one will revert to the Active state, and the employee will be notified about the state change on their email.
- Approved: The employee has approved the contents of the one-on-one, and no further changes can be made by either the manager or the employee. It also means that the one-on-one can no longer be deleted.
When a one-on-one is in the Draft or Active states, you can
- Add other participants to the meeting. By adding other people, you give them access to read the one-on-one. They can also download the attached files if there are any. The added participants can't edit the one-on-one.
- Add action items. Action items are small task agreements between the manager and their employee that the employee has to complete before the next one-on-one.
- Upload files to the one-on-one. You can upload files with the maximum file size of 10MB per file.
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How to Create a One-on-One Template