The Meeting Invite Report provides a consolidated view of meeting schedules conducted between employees and their managers during the performance cycle. It includes key details such as meeting date, venue, and discussion notes. This report helps HR quickly review meeting schedules for all or specific employees within ongoing or selected appraisal cycles, improving efficiency in tracking and documentation.


TO ACCESS THE REPORT


1) Navigate to Reports > Reports.


2) Under Performance Management, click Meeting Invite Report.


3) The report page displays meeting schedule date, meeting notes, venue details, employee’s basic, work, and contact details, and their primary manager information.


4) Click Filter to apply filters. The Filter By pop-up window appears.


Select the required filters to refine the report data:

  • Cycle Name - View data for ongoing or closed feedback cycles by checking/unchecking the show ongoing Cycle option. By default you can view the data of ongoing cycle. 

  • Meeting Date (specific date range)

  • Organization Unit

  • Basic Details (Employee Name, Employee Type, DOJ, Employee Type Effective Date)

  • Work Details (Designation, Work Role, Track)

  • Contact Details (Email, IM ID)

  • Location

  • Active Status (All, Active, or Inactive employees)


Click Apply to generate the filtered report.


5) Click the Export with mail sending icon to export the report. The system will notify that the report will be sent to your registered email address.



PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots 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.