New Catch-up Wizard

Revision as of 07:59, 21 April 2021

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

Select "START". Top Right hand side of Dashboard.
Select "New Catch-up".
You will be prompted to then enter further details.
Enter in the date of the Catch-up.
Enter in the Topic of the Catch-up.
Select the employee the Catch up is for.
Enter in any additional Comments/Notes/Questions.
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.
You can also enter in the next catch up date following this meeting in the "Next Catch-up Date" field.
Click "Next".
A summary of what you have just set will display allowing you to review before submitting.
When ready, click "Submit".

@@ Line 1: / Line 1: @@
-{{page.head: New Catch Up Wizard}}
+{{page.head: New Catch-up Wizard}}
-The New Catch Up Wizard allows users to create catch up meetings for performance reviews.
+The New Catch-up Wizard allows users to create Catch-up meetings for performance reviews.
 ===New Catch Up Wizard===
 # Select "START". Top Right hand side of Dashboard.
-# Select "New Catch Up".
+# Select "New Catch-up".
 # You will be prompted to then enter further details.
-# Enter in the date of the catch up.
+# Enter in the date of the Catch-up.
-# Enter in the Topic of the catch up.
+# Enter in the Topic of the Catch-up.
-# Select the employee the catch up is for.
+# Select the employee the Catch up is for.
 # Enter in any additional Comments/Notes/Questions.
 # 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.
-# You can also enter in the next catch up date following this meeting in the "Next Catch-Up Date" field.
+# You can also enter in the next catch up date following this meeting in the "Next Catch-up Date" field.
 # Click "Next".
 # A summary of what you have just set will display allowing you to review before submitting.
 # When ready, click "Submit".