How to Sync Your 1-on-1s with Your Outlook Calendar

While manually managing your 1-on-1s is already super easy in Coach, you may want to simplify it even more by syncing your 1-on-1s with your Outlook calendar meetings with your direct reports.

Follow these quick and easy steps to set up this integration.

Authorizing TINYpulse to access your Outlook calendar

1. Navigate to the 1-on-1 page in your Employee View.

2. Click on the Add 1-on-1 button in the top right corner.

3. Click on the Sync your calendar tab and choose the Sync with Microsoft option.

4. Log into your Microsoft account and authorize our access to sync your Outlook calendar with your 1-on-1s.

5. Your Outlook calendar is now integrated with your TINYpulse account!

Adding a 1-on-1s from Outlook events

Once your TINYpulse account is synced with your Outlook calendar, you will then want to choose which meetings you want to add as 1-on-1s.

Please note that Outlook calendar meetings will only be displayed as an option for a 1-on-1 if they meet all of the following conditions:

  • The Outlook event must be a recurring meeting
  • The Outlook event must only include you (the manager) and your direct report
  • The privacy settings on your calendar event must be public so that TINYpulse can see the event
  • The Outlook event must be a unique creation - please make sure that it is not copied and pasted from another event

If your Outlook event meets these requirements, you can then see and choose to sync the event with TINYpulse as a 1-on-1. 

Any 1-on-1s created with the Outlook integration will need to be managed in your Outlook calendar. You will no longer be able to change the day of the 1-on-1 or cancel a 1-on-1 in TINYpulse, as all changes will need to be made in your Outlook calendar. If you do not want to sync a 1-on-1 with your Outlook calendar any longer, just click on the three dots to the right of the 1-on-1 and select Unsync.

Merging your existing 1-on-1s with your Outlook events

If you have already manually added a 1-on-1 for this user in the 1-on-1 page, you will have an option to merge the manually created 1-on-1 with the synced Outlook event so you do not have any duplicate 1-on-1s.

1. Click on the Merge with Existing button.

2. Select the manually created 1-on-1 that you would like to merge with your synced Outlook event.

3. Save the merge.

4. Click Next, and your Outlook event will be successfully merged with your 1-on-1 in TINYpulse. Now any changes you make in Outlook will also update your 1-on-1 in TINYpulse.

Adding new 1-on-1s from your Outlook events

If you would like to set up a new 1-on-1 for a direct report who does not already have a manually created 1-on-1, you can simply add a new 1-on-1 directly from your Outlook calendar.

1. Navigate to the 1-on-1 page in your Employee View.

2. Click on the Add 1-on-1 button in the top right corner.

3. Click on the Sync your calendar tab, choose the Sync with Microsoft option, and log into your Microsoft account.

4. Select an Outlook event from the list to add as a 1-on-1 and click on the Next button.

5. Your Outlook event is now being synced as a 1-on-1 in TINYpulse!

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