Introduction to Catch-ups
Manisha Chincholia avatar
Written by Manisha Chincholia
Updated over a week ago

Catch-ups help organizations facilitate meaningful conversations about work expectations, progress, and growth to increase employee satisfaction and performance.

What's New?

  • Catch-ups can be used to record 1:1s between any employee

  • Add meeting notes and upload attachments to a catch-up

  • Link a catch-up to the relevant performance cycle & goals

  • Option to make a catch-up private to restrict the visibility of confidential meeting notes.

  • Refer catch-ups linked to a goal when reviewing employees to give you context & avoid recency bias.

Record a Catch-up

  • You can record a catch-up with any of your colleagues

  • Set the date & topic of your catch-up

  • Optionally link it to the relevant performance cycle & goals

Upload attachments to a catch-up

Use templates to give you prompts when recording a catch-up

Private Catch-ups

  • If you want to keep details recorded in a catch-up confidential, you can make the catch-up 'private’

  • This restricts the visibility to only you and the person you caught up with

  • Catch-ups that are not private will be visible to your line managers & HR admins.

View catch-ups

  • You can view all your catch-ups recorded with different colleagues under the catch-up tab

  • You can filter by :

    • Dates of catch up

    • Performance cycle linked to catch-up

    • Catch-ups linked to goals

    • Private catch-ups

    • Quick filter to view catch-ups in the last 30 days

  • View catch-up details with a specific employee

    • View & edit notes

    • View linked goals & cycles

    • View attachments

    • Check who all has visibility to your catch-up

Catch-ups with all employees

Filters

Catch-up details with a single employee

View catch-ups when completing reviews

  • Catch-ups linked to a goal can be viewed from the performance review form

  • This helps give you more context to review a goal when completing a self-review or a line manager > employee review.

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