Schedule a review meeting
- You will have a Schedule Meeting With item only if the review process was set up to include a review meeting.
- From the navigation bar, click Dashboard. The dashboard opens.
- In the To Do list for a direct report, click the Schedule Meeting With item. The Schedule Meeting page opens.
- Select the date and time.
- (Optional) Click Add to Calendar and select a calendar to add this meeting to.
- Click Submit.
- Do one of the following:
- Click No, I will share later to not share the review with the employee. It is not visible to the employee until you share it.
- Click Share to share the review with the employee. The employee can view it from the Reviews page.