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Admin Guide: Meetings Module Basics

Learn the basics of setting up meetings for productive, structured, and goal-oriented discussions.

Written by Sue

The Meetings module helps managers and employees organize and manage their 1-on-1 meetings, prepare talking points, and maintain consistent communication between managers and their direct reports.

Admins can configure the module to control how 1-on-1 meetings are identified, how frequently they should occur, whether reminders and suggestions are enabled, and which meeting features are available to users.

Accessing Meetings Settings

To access the Meetings settings:

  1. Go to Admin Center.

  2. Select Modules.

  3. Select Meetings.

From here, you can enable the Meetings module, configure 1-on-1 check-ins, manage meeting reminders and suggestions, and customize other meeting-related settings.

Enable the Meetings Module

Use the Enable Module toggle at the top of the page to turn the Meetings module on or off for your organization.

When the module is enabled, users can access the Meetings functionality available to them based on your organization's settings and permissions.


Meetings Settings

Meeting settings give admins control over how 1-on-1 meetings are scheduled, identified, and managed across the organization.

Setting

When ON

When OFF

Use case

When enabled, users can use check-ins during 1-on-1 meetings to structure conversations and keep track of important discussion points.

Check-ins are not available in 1-on-1 meetings, and users cannot use meeting check-in templates.

Use this when you want to provide managers and employees with a consistent structure for their 1-on-1 conversations.

Teamflect can recommend scheduling 1-on-1 meetings based on engagement frequency.

1-on-1 meeting suggestions are not provided.

Use this when you want to encourage regular 1-on-1 meetings based on how frequently managers and direct reports engage.

The Meetings module shows only 1-on-1 meetings and excludes meetings with multiple participants.

The Meetings module can include meetings beyond 1-on-1 meetings.

Use this when you want the Meetings module to focus specifically on manager-direct report conversations.

Teamflect uses the configured keywords in meeting titles to identify which meetings should be considered 1-on-1 meetings.

Teamflect does not use meeting title keywords to identify 1-on-1 meetings.

Use this when your organization uses specific naming conventions for 1-on-1 meetings and you want Teamflect to identify them based on their meeting titles.

Users can assign an estimated duration to individual talking points.

Users cannot assign a specific duration to individual talking points.

Use this when you want users to better manage their meeting agenda and allocate time to different discussion topics.

Managers can give engagement scores to their direct reports in 1-on-1 meetings.

Managers cannot provide engagement scores to direct reports through 1-on-1 meetings.

Use this when you want managers to track engagement as part of their regular 1-on-1 conversations.

Other Meetings Settings

There are also two settings that use dropdown menus rather than ON/OFF toggles:

Setting

Current option shown

Purpose

2 weeks

Defines the preferred frequency for 1-on-1 meetings between managers and their direct reports. Reminders are sent according to the configured frequency, and managers can choose a frequency for their team.

For all 1-on-1's

Determines which 1-on-1 meetings receive automatic reminders before the scheduled meeting.

Use these settings to establish a consistent 1-on-1 meeting cadence while giving managers appropriate flexibility for their teams.

Additional Meetings Configuration

The Meetings settings page also includes several configuration options that can help admins customize the meeting experience.

Configure tips and resources

Select Configure tips and resources to manage the tips and resources available to users during their meetings.

Use this to provide employees and managers with helpful guidance or organization-specific resources that can support more productive conversations.

Configure talking point suggestions

Select Configure talking point suggestions to manage the suggestions available for meeting talking points.

Talking point suggestions can help managers and employees prepare for conversations by providing relevant topics to discuss during their meetings.

Resources

The Resources option provides access to additional resources related to the Meetings module.


Recommended Configurations

The best Meetings configuration depends on how your organization manages 1-on-1 conversations.

For regular manager-employee 1-on-1s

Enable Enable 1-on-1 meeting suggestions and configure a preferred 1-on-1 frequency that reflects how often managers and direct reports should meet.

You may also want to enable Enable automated 1-on-1 meeting reminders to help users maintain a consistent meeting schedule.

For a 1-on-1-focused Meetings experience

Enable Display 1-on-1 meetings only if you want the Meetings module to focus exclusively on manager-direct report meetings rather than meetings with multiple participants.

If your organization uses specific naming conventions for 1-on-1s, you can also enable Filter 1-on-1 meetings by keywords in meeting title and configure the appropriate keywords.

For structured and focused conversations

Enable Enable check-ins in 1-on-1 meetings to provide a consistent structure for 1-on-1 conversations.

You can then configure meeting check-in templates to ensure that managers and employees have relevant topics or questions to guide their discussions.

For better meeting time management

Enable Enable setting duration for talking points in meetings if you want users to estimate how much time should be spent on individual discussion topics.

This can help employees organize their agendas and keep conversations focused.

For tracking engagement

Enable Enable 1-on-1 meeting engagement level if managers should be able to provide engagement scores for their direct reports as part of their 1-on-1 meetings.

This can provide managers with an additional way to track engagement and identify areas that may require further discussion.


Final Thoughts

The Meetings module can be configured to support different approaches to 1-on-1 meetings, from simple recurring conversations to more structured check-ins with reminders, talking points, and engagement tracking.

When configuring the module, consider how your organization wants managers and employees to schedule, prepare for, and manage 1-on-1 conversations. Settings such as meeting frequency, automated reminders, meeting suggestions, check-ins, and engagement levels can be enabled based on your organization's meeting practices.

We recommend reviewing these settings regularly to ensure they continue to support productive and consistent 1-on-1 conversations across your organization.

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