Adding a Meeting

Employee - Adding a Meeting

1	Go to the Meeting window by using the employee dropdown and selecting meeting, or clicking on the meeting icon after opening employee window.
2	Once the Meeting window is open the Calendar is visible, showing any current meetings. Calendar Users can create new meetings by two methods: Double click on a day on the calendar, or Click the Add button in the top right corner. Either method will display a Meeting detail screen.
3	General Information Type in the Topic. Select the Start Date / Start Time and End Date / End Time (required fields). Select a Topic and any other detail fields as necessary (optional). Click the Save button to display the Invitation options.
4	Invitation Options 1 - Add Invitee (Single) Select Add Invitee to display a drop down list of active employees. Select the desired employee. Click the No symbol to remove the employee from the Invitation.
5	Invitation Options 2- Add Invitees (Multiple) Select Add Invitees to open the Pick Invitees window. Check Boxes to select multiple employees, or Modify the filter to the right of the list (optional). Select all is available. Click the Apply button. NOTE: Employees whose job title is connected to the Training Title will have boxes checked automatically. Uncheck to remove them from the invitation if necessary.
6	All employees in the list will be part of the invitation. Select the Invite All Icon. This will check every box automatically. Click the Apply button.
7	The new meeting invitations Print Preview Page will open.
8	The new meeting now appears in the Calendar view.