Exporting Manager 1:1 Notes

We are excited to introduce a new feature to ensure former managers can access their 1:1 notes when an employee is assigned a new manager.

Previously, former managers lost access to these notes when their direct reports changed managers. Now, former managers will receive an email notification with a link to download their 1:1 notes.

When the "Reports to" field is updated to reflect a new manager, an email will be automatically sent to the former manager. This email will contain a secure link to download all 1:1 notes they authored.

By clicking View Secure File in the email, the former manager will be directed to a page where they can download a CSV file containing all relevant 1:1 notes.

This update ensures that former managers can retain access to important 1:1 notes, facilitating a smoother transition and continuity of information for employees.

As always, we love your feedback! To provide product feedback on this feature and more, head over to our product feedback page and let us know how we’re doing.