How do I use a 1on1 agenda as an employee?

Document created by Bridge Doc Team Employee on Jun 5, 2019Last modified by Bridge Doc Team Employee on Apr 3, 2020
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The 1on1 page includes a 1on1 agenda that shows tasks and achievements that have been added by you and your manager.

Open 1on1 Page

  Open 1on1 Page

In the Global Navigation menu, click the 1on1 link.

View 1on1 Page

  View 1on1 Page

The 1on1 page includes the agenda shared between you and your manager [1], as well as agendas that you have shared with your peers [2].

Click the View Agenda button to view and edit agenda details [3].

Click one of the Agenda Type tabs to switch your view to Check-in or Performance Conversation agendas [4].

View 1on1 Agenda Page

  1on1 Agenda Page

The 1on1 Agenda page includes an active 1on1 agenda [1], private notes [2], the option to switch between different types of agendas [3], and more options to view archived agenda items and 1on1 agenda history [4].

View Agenda Items

View Active Agenda

The active 1on1 agenda includes a shared agenda [1], notes (if applicable) [2], task list [3], and employee goals [4]. The agenda also includes achievements and learning courses.

Agenda items and tasks can be added to your agenda.

Once the agenda is marked complete, agenda items and incomplete tasks are automatically carried over to your next 1on1 agenda. 

Reorder Agenda Items

Reorder Agenda and Task Items

You can use the drag and drop option to reorder agenda and task items. Click the drag handle next to the agenda or task item. Drop the agenda or task item in the desired location by releasing the mouse.

View Agenda Types

View Agenda Types

To switch between the different agenda types, click the My conversations icon [1] and select the agenda type [2].

View Private Notes

  Private Notes Field

Private notes are only visible to you and cannot be viewed by your manager or Bridge administrator. Private notes will be shown next to the current agenda and will be archived with the associated agenda when your manager marks the 1on1 session as complete.

To add a private note, click the Private Notes icon, then add your text. 

View Archived Agenda Items

  View Archived Agenda Items

To archive an agenda item, hover over the item and click the Archive icon.

On the Archived Agenda Items page, you can search for and restore agenda items. Archived items are listed in chronological order.


View Past Agendas

  View Past Agendas

To view past agendas, click the more options icon and then click the History link.

On the Agenda History page, you can view and search for past agenda items. Agenda histories are listed in chronological order.

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