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

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

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].

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].

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. 

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

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. 

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.

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.