One on One Discussion Summary / Meeting summary form captures the minutes of meeting held between the manager and his team member. The summary includes date, place and time of the meeting.
Meeting Summary can be accessed either from the Pending Activities listed on the Dashboard Widget or through or through My Action Items in the Performance Tab.
- To View Dashboard Widget "Pending Activities", Click My Dashboard.
- Pending Activities Widget on My Dashboard displays all pending activities to be completed. This widget is enabled with a quick search option to list various pending activities for different employees.
- Click One on One Discussion Summary. The system directs to the One on One Discussion Summary page of the relevant employee.
- One on One Discussion Summary can also be accessed through "My Action Items' from Performance menu
- Here the manager can go through the Recommendations and feedback which are already given.
- Use the expansion icon to expand or the collapse icon to expand or collapse a section.
- After completing the One on One Discussion form, click Save to save the meeting summary.
- Click Submit. The workflow proceeds to the next step.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screen shots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.