How to create a one-on-one
Go to 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 and click Save. You have created a draft document.
Click Save & Share at the bottom of the page to make the document visible to your team member.
Schedule a meeting, discuss, and fill out the one-on-one.
After the meeting, click Send for approval to allow your employee to review the document.
Your one-on-one is complete after the team member has approved it.
One-on-one states
One-on-ones go through different states. During the meeting, 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 is 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.