Permission needed
In order to add meeting to an employee you will need the permission 'Reviews Permission'.
This can be added for you by your manager or any System Owner user by following the steps in our article on adding permissions.
Add a meeting to an employee
To add a meeting to an employee's profile:
Search for the employee and go to their profile.
Click Employment, then Meetings.
Click Add Meeting.
Select an option from the Type dropdown, for example Appraisal or Probation.
Enter the date in the Meeting Date field.
Enter the name in the Description field.
Complete the other fields on the Details page as needed, then click Save.
Click the meeting to go into its settings again.
Click the Objectives tab and then Add Objective to add an objective to the meeting.
Click the Training Management tab and then Add Training Management course to link training to the meeting.
Click the Documents tab to upload any files.
Click Save.
📌 Note: The Notes section is intended to show meeting notes and is visible to all users who can access them. This cannot be restricted to managers only.
Webinar
We also have a recorded webinar that provides further guidance on the steps above.