New Catch-up Wizard

Revision as of 05:56, 16 June 2021

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

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".