Perform - People actions

1. Schedule a Meeting

How to Schedule a Meeting

1. Navigate to Perform > People.
2. Locate the employee you would like to meet with.
3. Click the Calendar icon in the Actions column.
4. Complete the meeting details:
   • Attendees
   • Meeting Title
   • Start Date and Time
   • End Date and Time
   • Time Zone
   • Location
   • Description
5. (Optional) Enable:
   • Meet via Zoom
   • Meet via Microsoft Teams
6. Click Save.

Notification Email

The meeting setup also includes a Notification Email tab where administrators can customize the meeting invitation sent to attendees.

2. Assign a goal

How to Assign a Goal

1. Navigate to Perform > People.
2. Locate the employee you want to assign a goal to.
3. Click the Assign Goal action in the Actions column.
4. Complete the goal details:
   • Goal Name
   • Goal Description
   • Goal Type
   • Start Date
   • Due Date
   • Progress Tracking Method
   • Weight (if applicable)
5. Click Save.

The goal is immediately assigned to the selected employee and becomes available within their Goals workspace.