A central management function in Performance Management is scheduling meetings for managers to conduct. Meetings are set up by line managers themselves, or by appointed HR staff. You can schedule meetings as one-off events or to recur at set intervals.
To view all upcoming meetings for all the employees you manage, whether or not you're conducting the meeting, click the Meeting schedule tab. The table (see below) shows both employees and assigned managers, as well as date, meeting type, documents and notes. There is an Actions menu to the right, where you can modify the meeting.
The table is filterable, sortable, and searchable.
See the Scheduling Meetings support page for details on how to create new entries.
Clicking the My meetings as manager tab will show all upcoming meetings for you personally (as a subset of the Meeting schedule tab). From here, you can oversee scheduled meetings, and do the necessary admin after a meeting has happened.
This table is also filterable, sortable, and searchable. It provides access to post-meeting documentation and notes.
Once a meeting has been conducted, and all the relevant additions have been attached, it will need to be marked as completed. Until then, the meeting will remain available to the employee for changes to be made.
Notes on completion of meetings can be found on the Meeting Completion Guidance page.
Meetings that have been marked completed will appear in the Previous meeting records tab.
Note that, because these meetings are 'Completed', not all attributes will still be editable.
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