Meetings

This guide covers scheduling 1-on-1s and review meetings, with optional structured questions and recorded minutes.

Purpose

Performance conversations need a record too, not just a calendar invite. This answers: "What was discussed, and is there anything to follow up on?"

Scheduling a Meeting

A meeting has a title, a date and time, one or more attendees, and one or more meeting managers who organize it. Any employee can schedule one.

Structured Questions

A meeting can optionally be paired with a question template — the same kind used for Feedback — and a specific subset of attendees asked to answer it, either ahead of the meeting or as part of it.

Minutes of the Meeting

Once a meeting happens, its organizer can record a written summary — minutes of the meeting — kept on the meeting record for future reference.

What Each User Sees

Action	Employee	HR Administrator
Schedule a meeting	✅	✅
View meetings they're attending or organizing	✅	✅
View every meeting company-wide	—	✅
Answer a meeting's question template	✅ (if listed)	✅
Record minutes	✅ (if organizing)	✅

How Visibility Is Decided

1. Being involved. Attendees and organizers can always see a meeting.
2. Permissions. Company-wide meeting visibility requires the relevant permission — without it, the meeting list shows only meetings the user is personally attending or organizing.

Good to Know

• Any employee can schedule a meeting, not just managers — this is meant to support employee-initiated 1-on-1s, not just top-down reviews.
• The question template on a meeting is optional. A meeting can just as easily be a plain calendar item with minutes and no structured Q&A at all.

Every conversation, on record.