Add employee IDP to the meeting

After creating IDPs for employees, admins can add them to the existing meetings to discuss them with the employees. They can also create new meetings to discuss employees' IDPs.

Note: You cannot create meetings without integrating with Google or Microsoft Calendar.

Navigate to Growth > My Org.

Add IDP to the existing meeting

  1. Select an employee on the left pane.
  2. Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on an IDP that you want to add to a meeting and select Add to Meeting.

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  3.   Click the drop-down to select the participants.

Note: By default, your name is added, as you are the meeting organizer and cannot remove it.

  4.   Click the Calendar Calendar Icon Icon and select the date to import a meeting for a specific duration.

  5.   Click the Sort Sort Icon Icon and select the option I am the organizer or I am the attendee as required.

  6.   Hover over the meetings, click Select, and click Add.

Note: Adding IDPs to a discussion point in a meeting makes all details visible to all participants.

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On the Select Meeting pop-up, click Create Meeting at the top right to create a new meeting.

By default, the IDP you selected in step 2 is added as a discussion point. However, you can remove it if required.

Create meeting

You can also create a new meeting to add IDPs as discussion points.

Navigate to Growth > My Org.

Click Meetings at the top right and select Create Meetings.

Learn more in Create and import meeting.