Create a New Continuous Feedback Session for Yourself

When you create a new Continuous Feedback Session for you and your manager, 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 for yourself, between you and your manager:

1. Click Performance > Continuous Feedback.
2. Click Create New Session.
3. In the Subject field, enter the purpose of the session.
4. In the Date and Time fields, enter the proposed date and time for the meeting.
5. In the Meeting Reason field, if desired, select a reason for the feedback session from a list pre-defined by an administrator.
6. In the Manager Discussion Points field, view a list of possible discussion points created by an administrator.
7. 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.
8. 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.
9. In the Participants section, view the employee and manager assigned to the session.
10. 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.
11. 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.
12. Click Submit to save the session and set the status to Pending and send a message to your manager with the details of the session.

    Your manager must accept the session from their Continuous Feedback screen to move the session to Accepted.