Viewing meetings while filling out a review form

Introduction

In order to assist with the performance review process, PerformYard allows for meeting workspaces to be accessed while filling out a performance review using its dual view capabilities. This ensures that the review is informed by previous discussions, helping to track improvements, and areas of focus over time.

To see meeting workspaces and their corresponding meetings while filling out a performance review, navigate to the review form inside of PerformYard.

Click the options dropdown and select Save & Launch Meetings Dual View.

This will bring up our dual view feature with your performance review form on the left and PerformYard Meetings on the right. We'll automatically filter your meeting workspaces to only ones with the subject of the review, making it easier to access the meetings that are relevant. Using the right side panel, navigate to a relevant meeting workspace. You should now be able to look back at previous meetings and their notes, action items, and agenda items.