Breathe: Line Manager Guide
Doc Ref: GEN_TCG_R0
Please note that employees have access to view and edit the employee notes field; however, employees cannot edit reviewer notes and can only view this field. Here's a rundown of the icons under the actions header and what they do...
1. Add the one-to-one to an internet calendar 2. Edit the one-to-one, make notes, etc 3. See an overview of the entry 4. Delete the one-to-one
Completing a One-to-one / Probation Review Before the meeting: Download the probation review form:
Under Performance tab – click on One to one Tab, make sure the Scheduled dropdown is selected, click on the arrow icon, click on the Documents tab, click on the download icon – to download the form, complete the top section of the form and print.
After the meeting: Upload the completed probation review form:
Under Performance tab – click on One to one Tab, make sure the Scheduled dropdown is selected, click on the arrow icon, click on the Documents tab, click on the delete icon – to delete the blank form, click on the blue plus icon to upload the completed form, add the title (e.g. Probation Review Month 1), upload or drag and drop the completed form (preferable in PDF format), click on visible to person, click on add document. Go back to the Performance tab, on the probation scheduled line, click on the edit icon (pencil) and tick the Mark as complete box, click on update one to one.
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Document Issue 01 05/12/2025
Approved by: ZC
Not Controlled if printed
ISO 9001 / ISO 14001 / ISO 45001/PAS99: 2012
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