Are you working in a meeting where an employee has been assigned? Then you’ll find that employee’s personal development file on the right-hand side of the meeting.
In the file, you can view all relevant information about the employee without leaving the meeting. You can’t edit anything here. It’s purely for reference, so you always have the right context to hand during the conversation.
Timeline
A chronological overview of everything that has happened within the employee’s personal development, such as meetings, feedback and goals. Click an item to view the details directly in the file, or open it in a new tab for more information.
Goals
View the employee’s active and completed goals. Click a goal to view the details and subgoals, and complete them if needed. This lets you give direct feedback on ongoing goals during the conversation.
Tip: You can also filter by 'Overdue' goals.
Action points
An overview of all the employee’s open, overdue and completed action points. You can tick off action points directly from the file.
Tip: You can also filter by 'Overdue' action points.
Private notes
View the private notes you’ve written about this employee yourself in previous meetings.
Related keywords: personal development file, timeline, goals meeting, action points overview, private notes, development drawer, meeting context.