FriendHRM User Manual
Run one-to-ones and coaching activities
Use the assigned Manager workspace to prepare, record, and follow up on one-to-ones and coaching without turning sensitive discussions into broadly visible notes.
Intended audience
- Admin
- HR
- Manager
Where to find it
Dashboard → Manager workspace → One-to-ones or Coaching.
Before you start
- One-to-one and coaching features depend on tenant configuration, role, team assignment, and record-level visibility rules.
Steps
- 1
Open the correct team member context
Choose the assigned team member and current work item rather than creating a duplicate record from a different workspace.
- 2
Capture agreed actions
Record concise, work-relevant outcomes and follow-up actions in the configured fields, using the right people workflow for formal employee relations matters.
- 3
Review progress in context
Return to the same managed item to update progress or close the work when the configured workflow permits it.
Expected result
The coaching or one-to-one activity remains linked to the correct team context and retains the visibility rules configured by the tenant.
Open the relevant FriendHRM workspace
These destinations are verified against the current product navigation or route record. They remain subject to sign-in, feature, tenant, role, and data-scope checks.
Common problems
I cannot find the expected team member or conversation.
Confirm team assignment and the record’s current visibility with HR or Admin before attempting to recreate it.