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How does a Supervisor create a Conversation Note?

Last Updated: Sep 23, 2015 05:21PM EST
Conversation Notes Column
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. 



 

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