Conversation Notes can be created by a Supervisor or a Group Viewer. The purpose of this Note is to address those conversations that fall outside of a Goals Meeting, Observation, Mid-Cycle Conversation, Project or Year-End Summary.
Once logged in, click on the Roll Call tab. Roll Call defaults to displaying Direct Reports only. If you are looking to enter a goals meeting for someone assigned to one of your Groups, uncheck the the option “Direct Reports” check box and click the Filter button. To see members of a particular Group you are a Group Viewer of, click Advanced Options, select the Group whose members you want to see and click the Filter button.