Use the Bulk Launch Continuous Feedback Session wizard to specify session details, such as subject, meeting reason, session participants, and a recommended date, and to select employees to include in a bulk launch of feedback sessions.
To access the Bulk Launch Continuous Feedback Session screen, you must belong to a group with access to the Continuous Feedback Administration feature (Administration » Global Settings » System Administration » Features. Performance » Continuous Feedback » Continuous Feedback Administration).
To bulk launch a batch of continuous feedback sessions:
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Click
Administration » Performance » Continuous Feedback Administration.
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On the Continuous Feedback Administration screen, click the
Bulk Continuous Feedback Actions button.
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On the Bulk Continuous Feedback Actions Screen, click the
Bulk Launch Continuous Feedback Session button.
Step 1 of the Bulk Launch Continuous Feedback Session wizard displays.
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In the
Subject
field, enter the reason for the meeting.
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In the
Recommended Date field, set a recommended date for participants to complete the session information. Managers and Employees can edit the actual date and time they want to hold the session after the sessions are bulk launched.
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In the
Meeting Reason field, select from a list of default meeting reasons defined by an administrator, such as
General Check-in.
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In the
Upload Attachment field, browse to a file or document to associate with the meeting.
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In the
Scheduling field, select to
Create Sessions Tonight or
Schedule Launch for a Future Date. If scheduling for a future date, enter the date in the
Scheduled Date field.
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In the
Select Participants by Name field, click the
Select button and select additional participants for all sessions in the bulk launch, searching by name.
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In the
Select Participant by Relationship field, select additional participants for all sessions in the bulk launch, by role.
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Click
Next.
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On Step 2 of the wizard, use any of the fields on the screen (Company/Division, Job Title, Job Family, Job Role, Job Classification, Salary Grade, Exemption Type, Union) to filter the selection of employees for which you are launching a continuous feedback session.
Note: The Union field uses the value from the user profile, not the job profile.
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Click
Next.
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On Step 3 of the wizard, review session details, and return to previous screens to edit, if necessary.
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When done, clickFinish.