Meetings

Description

This functional area allows the user to schedule and track meetings, employee training and events happening throughout the facility using a monthly calendar.

Meetings Landing Page

A. - Metrics

• Training Participation -

• Turnover Rate -

• Terminations -

• New Hires -
  

B. - Calendar

C. - Filter

D. - Actions

Step-by-Step Help

Actions

Adding a Meeting		From the top right of the screen click the Add icon. Alternately double-click on a day in the calendar.
Search for a Meeting		Type key words in the Search box and hit enter on the keyboard.

Users can create new meetings by two methods:

• Double Click on a day on the calendar
• Click the Add button in the top right corner

Either method will produce a Meeting detail screen. Fill in all required fields (red border) and any other detail fields as deemed necessary. Then click save to display the Invitation options.

Image title

Selecting Add Invitee will produce a drop down list of active employees.

• Select the desired employee.
• Click the check mark to the right of the employee to add
• Click the 'No symbol' to remove

Selecting Add Invitees will produce the following screen

Multiple Invitees

Modify the filter to the right of the list and hit apply to narrow the list.

There are two options:

• Invite All Invite All

All employees in the list will be a part of the invite list.

• Check the box next to the employee name to narrow the list further and then click the Invite button

  Invite Selected

• • Note** Employees whose job title is connected to the Training Title will have their box checked automatically for invitation to the meeting. User can uncheck if they wish.