1:1 documentation

To maintain accountability, we have adopted Paylocity as a space for managers and employees to record progress, address roadblocks, define professional development targets, as well as share people-to-people connections such as personal challenges and/or triumphs.

Learn how to leverage Paylocity Journals to stay engaged and moving forward. This feature provides managers and employees with a private platform to document 1:1 meeting topics, agendas, action items, and more. With Paylocity Journals, you can:

  • CHECK IN WITH TEAM MEMBERS: Facilitate two-way communication and easily track ongoing conversations between team members and leaders. Tag individuals for 1:1s, or to get a message out to a larger group, tag them all as additional contributors in one entry.
  • CONTINUE CONVERSATIONS: Continuing business-as-usual and regular conversations with employees, provides a sense of stability and provides connections to a remote workforce. Use Journals to guide employee conversations around career progression, along with next steps and actions needed to move forward.
  • TRACK PERFORMANCE: Track productivity, measure progress toward goals, and document corrective actions. Use Journals to encourage two-way communication between managers and employees so they can better understand goals. Use one of Paylocity's pre-built templates, like Weekly Check-In, to get started, or customize one to meet your own needs.

1. Login to Paylocity and click the menu toggle in the upper-left corner

Go to Paylocity

2. Click "Performance"

Performance menu in Paylocity

3. Click "Create Journal"

4. Open the "Journal Template" dropdown and select the "1:1 Tracker" template

Paylocity Journal template selection

5. Select the "Someone else" option to create a 1:1 Tracker entry for your employee

Select subject of Journal

6. Click the "Add About Person(s)" button

Click the "Add About Persons" button

7. Select the employee name that you are creating the 1:1 Tracker for

Paylocity menu for selecting a contributor to a journal

8. Click "Add About Employee"

Interface to add an employee to a journal in Paylocity

9. Add employee name and date to 1:1 Tracker title field

If you are making the 1:1 Tracker entry after the date the 1:1 occurred, then you should enter the date you are making the entry. If you are making the 1:1 Tracker entry on the same date the 1:1 occurred, then you should enter the date of occurrence.

Screenshot illustrating the titling convention of Paylocity 1:1 tracker journals

10. Enter the date the 1:1 occurred

Adding the date to the Paylocity journal

11. Click the "Duration" dropdown and select the approximate meeting length

Selecting the meeting duration in Paylocity Journal

12. Add notes (optional)

Adding notes to Paylocity journal

13. Click "Save"

Saving Paylocity Journal