Scheduling and managing 1:1 meetings with your team members

Modified on Mon, 08 Jan 2024 at 12:20 PM

1:1 meetings with a reporting manager are crucial for employee performance as they facilitate open and direct communication. These meetings provide employees with an opportunity to discuss their progress, challenges, and goals with their manager. Regular check-ins enable managers to offer feedback, support, and guidance, leading to improved performance and development. Additionally, they foster trust and engagement between the employee and manager, enhancing the overall work relationship.


In this article, we will discuss all the features available in this section. Please note that not all features may be visible to you as their visibility depends on your organization's policies.


With Keka, managing and scheduling meetings with your team members becomes effortless. To do this, navigate to the My Team section of the portal and access the Performance section. From there, open the 1:1 Meetings Tab.


The 1:1 Meetings tab may be divided into sections for Direct Reports and Indirect Reports. All these sections allow you to view employees reporting to you in any manner and efficiently schedule and manage the 1:1 meetings.



Certain sections, such as Indirect Reports, will only be visible to you if the corresponding role has been assigned to you.



Scheduling a 1:1 Meeting


To schedule a 1:1 meeting click on the Schedule 1:1 meeting button. A new window will appear, prompting you to Select employee to have a 1:1 with. You can also add other employees to the same meeting if necessary. Then enter a Meeting Title, Date & Timing, and select the Frequency of the meeting according to your requirements.



Utilize the Talking Points section to set an agenda for the meeting and ensure alignment with your employee. You can use the available templates or create your own talking points. Once you're ready, click on Schedule.




Managing meetings with team members


On the left side, you'll find an All Meetings card displaying all the meetings scheduled with team members for the next month. Below that, the Scheduled Meetings card shows a list of employees with whom you have scheduled meetings. By clicking on an employee's name, you can view the details of the scheduled meeting. You also have the option to Reschedule or Cancel the meeting.



If you choose to Reschedule, a window will appear where you can update the Meeting Title, Date & Timing, and provide a Reason for the change. You can also add any other employee(s) to the meeting.  Simply click on Reschedule once you've made the necessary adjustments.



If you choose to Cancel, another window will appear where you have to provide the Reason for canceling the meetings and then click Cancel.



To review previous meetings with a team member, access the Completed Meetings tab to view the details.



Below the Scheduled Meetings card, the 1:1 Not Scheduled card displays any team members with whom you haven't yet scheduled a meeting. To schedule a meeting, simply click on the 'Schedule 1:1 meeting' button and follow the steps mentioned above.




Calendar view


For a comprehensive overview of your scheduled 1:1 meetings for a month, switch to the calendar view. Select any employee to view the dates and meeting timings for your upcoming meetings with them.


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