Step 1: On the PMS homepage to Review one-on-one Performance through Meeting click on the “Meeting Icon” on the left side bar, click on it ,a Meeting screen will appear.

Step 2: You will land on the Meetings page, where you can view your meetings in Calendar View or List View.

Step 3: Schedule a New Meeting

• Click the ‘Schedule Meeting’ button located at the top right corner, highlighted in the red box.

Step 4: A new window will open where you have to fill 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 (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.

• Step 5: Once you click the ‘Schedule Meeting’ button, the meeting will appear on your calendar, and the employee will receive a notification.

• At the scheduled time, access the meeting through the Meetings section or directly from your dashboard.

Step 5: Once you click the ‘Schedule Meeting’ button, the meeting will appear on your calendar, and the employee will receive a notification.

• At the scheduled time, access the meeting through the Meetings section or directly from your dashboard.