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I need to do a recurring one on one for a team member by his manager. How do I schedule it?

You can quickly create reoccuring one on one meetings by following the instructions below:

  1. Visit Evaluation templates, click on Add a new evaluation, and opt for the Periodic evaluation template.
  2. Fill in the title, the send date, and set the repeat interval of your choice.
  3. Enter the person’s name, select the downward evaluator level, and then proceed to access your result areas.
  4. Advanced options enable customization, and signature options can be used to require signatures at the end of the evaluation. Click the save button and confirm to send out the evaluations.

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