Login to MyZimply and make sure you are in the Manager Portal if you're not an admin

Click on More, and select "Performance Management" from the pop up

This will take you to the Performance Management Overview for all the locations you currently have access to, which will include the Insight Signals, the Attendance chart, and the Location Performance Signals

Click on the tab at the top of the page called "1-to-1s". This will bring you to an overview of all the 1-to-1 information for all the locations you have access to.

You can click into specific locations to view more details for specific employees, or use the search bar to find what you're looking for.

Login to MyZimply and make sure you are in the Manager Portal if you're not an admin

Click on More, and select "Performance Management" from the pop-up

This will take you to the Performance Management Overview

Click on the tab at the top of the page called "1-to-1s".

On this page, click in the blue "+" button in the bottom right corner

This will present an option called "Schedule 1-to-1". Click on this option

A small pop-up at the bottom of the screen will look for the Employee Name, 1-to-1 type, the manager assigned to the 1-to-1, and the date it should be scheduled for

Click save when you have provided all of the above details

Login to MyZimply and make sure you are in the Manager Portal if you're not an admin

Click on More, and select "Performance Management" from the pop-up

This will take you to the Performance Management Overview

Click on the tab at the top of the page called "1-to-1s".

You can either find 1-to-1s scheduled for this week by clicking on the option at the top of the page, or use the search bar to find the specific 1-to-1 you wish to start

Beside the 1-to-1 listed by an employee, click the 3 dots

In the pop up at the bottom of the screen, select "Start 1-to-1"

This will open a new page which will give options to view Actions from the last 1-to-1 (if any) and View Performance Insights

Enter your discussion notes in the space provided, attach a document, and schedule the next 1-to -1 if necessary on the rest of the page

Click "save" in the top right corner when you are finished

Login to MyZimply and make sure you are in the Manager Portal if you're not an admin

Click on More, and select "Performance Management" from the pop-up

This will take you to the Performance Management Overview

Click on the tab at the top of the page called "1-to-1s".

You can either find 1-to-1s scheduled for this week by clicking on the option at the top of the page, or use the search bar to find the specific 1-to-1 you wish to start

Beside the 1-to-1 listed by an employee, click the 3 dots

In the pop up at the bottom of the screen, select "Stop 1-to-1" if you wish to delete the scheduled 1-to-1. You will get a dialog box which will confirm your selection before the 1-to-1 is permanently deleted

In the pop up at the bottom of the screen, select "Edit 1-to-1" if you wish to change the Type, Manager or Date for the scheduled 1-to-1. Click Save when you're happy with your new selections