How to book a review
How to book a review
To schedule a book with a member:
- Go to the Performance banner
- Click the + icon
- From the dropdown select Book Review
You can also access the review booking feature by going to https://app.ultrahr.com/performance/reviews/book-review
When you click the + icon, the review details will automatically be populated with the correct details.
You can then add the following information:
Title
Subject/title of the review. This will appear in the teammate’s view of the booking.
Organiser
The person who will be conducting the review. You can set this to be anyone but unless they have the relevant permissions, they will not be able to change any other details of the review.
Additional notes
In this section, you can add any additional information about the review.
Location, date, time and duration
These will be populated with the default settings but you can change them as needed.
Documents
Up to five documents can be attached to the review. These are viewable only to the person conducting the review and those with the relevant permissions.
Invitees
Here you can add people who will be present at the performance review. The default setting is the teammate and their current line manager.
Once you’ve finished entering the information click you can book the review. A notification is then sent to each person invited to the review, asking them to confirm they will be attending. Once they confirm, the icon next to their name will change from a question mark to a tick.
