When you create a new Continuous Feedback Session for your employee, you set details such as the time and date and the reason for the meeting, and attach any documents or notes relevant to the meeting.
To create a new continuous feedback session as a manager for your employee:
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Click
.
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On the My Employees page, for the employee whose feedback session you want to create, click
Continuous Feedback.
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Click
Create New Session.
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In the
Subject field, enter the purpose of the session.
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In the
Date and
Time
fields, enter the proposed date and time for the meeting.
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In the
Meeting Reason field, if desired, select a reason for the feedback session from a list pre-defined by an administrator.
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In the
Manager Discussion Points field, view a list of possible discussion points created by an administrator.
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In the
Notes field, enter a message for the employee. Click
New Message to create a one-time note, or to begin a conversation between you and the employee. All conversations and notes are saved within the session.
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In the
Upload Attachments field, upload documents you will use before, during, or after the session, to ensure the goals of the session are met.
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In the
Participants
section, view the employee and manager assigned to the session.
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In the
Select Participants by Name section, click the
Select button and enter key words to search for others to participate in the session, in addition to the manager and employee.
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In the
Select Participants by Relationship field, select additional participants for a session by their role (Level 2 Manager, Level 3 Manager, HR Business Partner, Matrix Manager), rather than individually, by name.
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Click
Submit
to save the session and set the status to
Pending and send a message to the employee with the details of the session.
The employee must accept the session from their Continuous Feedback screen to move the session to
Accepted.