Step 1: From the Homepage navigate to the meetings section and click on “+ Schedule Meeting”

Step 2: A new window will open where you must fill the following details to schedule the meeting.

Enter the Subject for your meeting.

• Select the Date and Start/End Time for the review.
• If needed, set it to repeat/recurring by making a check on the left side beside it (e.g., weekly, monthly).

Add Meeting Details

• Under Type, select One-to-One Meeting.
• Choose the Owner (usually the manager conducting the review).
• Add a short Description outlining the agenda or discussion points.

Select Attendees

• In the Add Attendees panel, search and select the employee(s) you want to review.
• If necessary, allow them to invite others or view the attendee list by checking the relevant boxes.
• Link Performance Data (Optional but recommended)
• Use the Goals, OKRs, or Competencies tabs to attach related performance data so both parties can review them during the meeting.

Save the Meeting

• Click Schedule Meeting.