New Catch-up Wizard

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===New Catch Up Wizard===
 
===New Catch Up Wizard===
  
# Select "START". Top Right hand side of Dashboard.
+
# Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
 
# Select "New Catch-up".
 
# Select "New Catch-up".
 
# You will be prompted to then enter further details.
 
# You will be prompted to then enter further details.

Revision as of 02:45, 15 June 2021

The New Catch-up Wizard allows users to create Catch-up meetings for performance reviews.

New Catch Up Wizard

  1. Select "START" at the Top Right-hand side of the Dashboard [The Top Right of your screen].
  2. Select "New Catch-up".
  3. You will be prompted to then enter further details.
  4. Enter in the date of the Catch-up.
  5. Enter in the Topic of the Catch-up.
  6. Select the employee the Catch up is for.
  7. Enter in any additional Comments/Notes/Questions.
  8. You can check the "Does this link to an Objective/Goal" checkbox if a specific goal is to be addressed during the catch up. A dropdown will appear allowing the user to select the appropriate goal.
  9. You can also enter in the next catch up date following this meeting in the "Next Catch-up Date" field.
  10. Click "Next".
  11. A summary of what you have just set will display allowing you to review before submitting.
  12. When ready, click "Submit".