Purpose: How to use the one-on-ones (1:1s) feature in BambooHR® Performance Management.

Table of Contents

• 1:1s overview
• Set up 1:1s
• 1:1s features

The 1:1s feature in BambooHR Performance Management allows managers to schedule and manage regular meetings with their direct reports. It provides a structured way to set agendas, track discussion points, and record past meetings.

The 1:1s feature enhances employee performance and engagement by facilitating regular, structured communication between managers and their direct reports. Regular 1:1 meetings help ensure that both parties align on expectations, progress, and any obstacles hindering performance. This alignment is crucial for employee development and can increase productivity and job satisfaction.

To set up 1:1s, go to Settings > Performance > 1:1s. Toggle on Use 1:1s in Performance, and click Save. Then, go to your direct report's employee profile, select 1:1s under the Performance tab, and create your 1:1s schedule by setting the frequency, day, and agenda items.

Managers can click Set up 1:1s on their direct report's employee profile under the Performance tab. They should add the frequency, day of the week, and any recurring agenda items. Once finished, they can click Create 1:1s to save the 1:1s to the employee profile.

Once set up, 1:1s will show under the Performance tab on the employee profile.

1. 1:1s: View the employee's current and past 1:1s under the Performance tab on the employee profile.
2. Who sees 1:1s: Notes are only available to managers and direct reports. HR admins do not have direct access to 1:1 notes.
3. 1:1s Frequency: The current frequency set for a specific employee's 1:1s
4. Date of 1:1s Meeting: Details for the next 1:1 meeting, including the date, agenda items, and notes section.
5. Agenda Items: This section lists current agenda items. Both managers and employees can add, edit, and reorder agenda items for upcoming meetings.
6. Notes: This section includes 1:1 notes for both the manager and direct report. Each participant has their own notes section, with auto-save functionality and the ability to see when the other is typing.
7. Private Notes: Managers and direct reports can create and view their own private notes by clicking Add Private Note
8. Upcoming 1:1s: A dropdown menu of the upcoming 1:1s
9. 1:1s Settings: Click on the gear icon to edit the 1:1 frequency, recurring agenda items, or cancel 1:1s for the direct report.