New Catch Up Wizard

Revision as of 04:49, 23 March 2021

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

New Catch Up Wizard

1. Select "START". Top Right hand side of Dashboard.
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".