The Create Meeting feature allows managers and employees to set up structured 1:1 meetings directly within the application. From choosing the meeting date and time to adding participants, agendas, and linking goals, this feature ensures that every meeting is purposeful and outcome-driven.
Navigate to Goals : 1:1 Meeting.
Click on the New Meeting button.
In the meeting form, fill in the following details:
Date – Select the date when the meeting will be held.
Time – Choose the start time for the meeting.
Ends On – (Optional) If it is a recurring meeting, select the end date.
Meeting For – Add the employee(s) and manager who will attend the meeting.
Description/Notes – Provide additional information or agenda points if required.
Repeat Every – If recurring, define the frequency (e.g., every 1 week, every 2 months).
Cycles – Specify how many times the recurring meeting should repeat.
Once all details are filled in, click on Save.
The meeting will automatically appear in the relevant tab based on its status: Upcoming, Pending, Recurring, Past, Cancelled, or TBS.
