Where can I edit team goals?
You can create and edit team goals from the Goals section in the left-side menu.
Where can I edit individual goals?
You can create and edit an individual goal by selecting the Employee’s profile in the left navigation bar.
How can I view past 1-on-1s with an Employee?
You can view past 1-on-1s by selecting the Employee in the left navigation bar.
Only the Direct Manager and the Employee can access these past meetings.
Can 1-on-1s be set to recur?
Yes. When creating a 1-on-1, you can choose the date, time, and frequency.
You can also export the 1-on-1 to a calendar and share the event with the Employee.
Can Team Managers add notes to 1-on-1s?
Yes. Team Managers can add:
A shared note visible to both the Manager and the Employee.
A private note visible only to the Manager.
Where can I see action items for an Employee?
To see all action items assigned to an Employee, select their profile from the left navigation bar.