1-1 Meetings and Submitting Agendas & Recaps (Admin) - Knowledge Base | BerniePortal

What Are 1:1's and How to Submit Agendas & Recaps - Admin

A 1:1 is a regularly scheduled meeting that managers hold with each of their direct reports. Ideally this should be held on a weekly basis to provide an ongoing outlet for open communication and dialogue regarding an employee’s responsibilities, successes, and concerns. 1:1s provide the opportunity for continuous feedback, coaching, and growth-centric conversation, not to mention their benefit from a compliance standpoint. 

BerniePortal’s ‘Performance’ feature allows you to manage back and forth messaging, 1:1 agendas, and 1:1 summaries all in one central hub.

To submit a 1:1 agenda with your direct manager:
  1. Login to BerniePortal. 
  2. Select ‘Performance’ in the top navigation menu. 
  3. Under the ‘My 1:1’ tab, enter your message in the text box, then select ‘Post.’
  4. All prior messages will be available to review along with the corresponding date, time, and individual’s name. 

To submit a 1:1 agenda with your direct reports:
  1. Login to BerniePortal. 
  2. Select ‘Performance’ in the top navigation menu. 
  3. Select ‘My Team’s 1:1s’ from the left-side menu. 
  4. Select an employee’s name to open their 1:1 thread.
  5. Enter your message in the text box, then select ‘Post.’
  6. All prior messages will be available for review with the corresponding date, time, and individual’s name. 

Note – Employees displayed in the top right corner of the 1:1 thread are ‘Viewers’ with access to review the corresponding 1:1 thread. Learn more about visibility settings here​!




Didn't find what you were looking for? Send us a ticket.
    • Related Articles

    • What Are 1:1's and How to Submit Agendas & Recaps - Employee

      A 1:1 is a regularly scheduled meeting that managers hold with each of their direct reports. Ideally this should be held on a weekly basis to provide an ongoing outlet for open communication and dialogue regarding an employee’s responsibilities, ...
    • Performance Feature Admins

      Feature Admins play a vital role in helping to perform administrative tasks for each feature within BerniePortal. Feature Admins can be assigned to a specific subgroup for each individual feature. Performance Feature Admins have the ability to: View ...
    • Performance Subgroups

      Performance subgroups support two functionalities within BerniePortal. Placing an employee in a Performance subgroup enables that employee’s 1:1 thread with their direct manager. ‘Surveys’ are assigned to employees based on subgroups. For example, a ...
    • Viewing Employee 1:1's - Admins & Viewers

      Global and feature admins have the ability to view employee 1:1 threads from the employee profile area. This provides admins the visibility to ensure 1:1s are taking place, and running efficiently. To view an employee’s 1:1 thread with their direct ...
    • Visibility Settings - Performance

      ‘Viewers’ have the ability to view employee 1:1 threads for whom they are assigned. This provides further visibility and transparency to ensure 1:1s are taking place, as well as the efficacy of 1:1s. To view and adjust ‘Visibility’ settings: Select ...