By default, one-on-one meetings in KYT are always private between the manager and the employee. We do this to help foster trust by ensuring that the employee can share anything with the managers without the fear that another person might be reading it.
Even though that's the default, in some cases, the manager might want to loop-in another person from the organization or pass-along notes for maybe a future skip-level meeting.
So for that, we support sharing individual meetings on a case-by-case basis.
Sharing a meeting with another person
To share a meeting with another manager, the manager hosting the meeting can scroll down to the bottom of a particular meeting, and they will see a share section. When you share a meeting, you will have the option to share the outline and also your private notes about the meeting. After you share the meeting, the other person will receive a notification with the link, and they will also be able to see the meeting on the employee's timeline.
It's important to remember that you have to share every meeting date that you want the other person to have access to. Sharing one specific date DOES NOT give the other person access to all the other previous meetings you had with the employee.
What happens after you share the meeting?
After you share the meeting, the person will be notified via email/Slack and in-app notification about the meeting they got access to. The meetings shared will also be visible from the person's timeline.
For example: Let's assume a manager called Victor had a 1-on-1 with an employee (Jeniffer) and shared a meeting with another manager (Angela). Angela now can see the meeting in her own timeline but also under Victor's and Jeniffer's as well.
Here's how the timeline will look like:
And here's how the outline/takeaways and private notes from the meeting will look like to the person who the meeting got shared with:
Read more about using One-on-Ones here: