How Do I Insert Scheduled Events?

The following events can be scheduled by the system:
  • To Do Tasks
  • Performance Reviews and Follow-Ups
  • Incident Reports and Follow Ups
Click on the appropriate sub-tab at the top of the screen to insert events.

Example:
If you want to insert a Performance Review, click on the "Review" sub-tab at the top of the screen. In the Schedule Review section of the screen, enter a "First Review Date" and a "Review Frequency" and click on the [SAVE] icon. Once the review schedule has been saved, it will be displayed in the events calendar.