The 1on1 page includes a 1on1 agenda that shows tasks and achievements that have been added by you and your manager.
Open 1on1 Page
Click on the TEAM option in the Global Navigation menu. Then click on 1on1 Agenda to be taken into the 1on1 area.
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]. Agendas shared with peers can be archived [3] if no longer needed.
Click the View Agenda [4] button to view and edit agenda details.
To switch between agendas, select either the Check-in or Performance Conversation option [5] along the top.
View 1on1 Agenda Page
The 1on1 Agenda page includes an active 1on1 agenda [1], private notes [2], and more options to view history and archived items [3].
View Agenda Items
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
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 Private Notes
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
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
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.
Virtual Agendas
You can start a 1on1 Agenda with anyone in your company by selecting the +Share An Agenda [1] option within the My Virtual Team area of the 1on1 page. For 1on1's with peers within your organization, you will be able to Archive [2] the Agenda when it's no longer needed. Your manager [3] will show in the Virtual Team area without the archive option.
When requesting a new virtual 1on1 you will see the option to resend the invitation if needed or to cancel it if no longer needed.
Archived Virtual Agendas
Archived Virtual Agenda will appear at the bottom of the 1on1's area. In there you can view the agenda [1] with the user or un-archive [2] it as needed.