Create a New Continuous Feedback Session for Your Employee

Follow these steps to create a new Continuous Feedback Session for your employee.

To create a new continuous feedback session as a manager for your employee:

  1. Click My Employees > My Employees.
  2. On the My Employees page, for the employee whose feedback session you want to create, click Continuous Feedback.
  3. Click Create New Session.
  4. Enter information in the following fields:
    OptionDescription
    Subject Enter the purpose of the feedback session.
    Proposed Time Enter the proposed date for the meeting.
    Set Time Select a time for the proposed meeting.
    Progress If desired, select a status for the session’s progress from a list pre-defined by an administrator.
    Meeting Reason If desired, select a reason for the feedback session from a list pre-defined by an administrator.
    Notes 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.
    Upload Attachment Click Browse to find a file you want to associate with this feedback session.
  5. 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.