The One to Ones Module

A video tutorial for PeopleGoal administrators. Understand PeopleGoal's flexible One to Ones module, how to set up discussion templates and capture meeting notes.

The One to Ones Module

 

Understand how the flexible One to Ones module can be configured to capture any type of meeting notes. Learn how to configure the module settings and create a meeting template as the administrator. You'll go through the full one to ones process: setting up a meeting; adding further discussion points; sending out requests; capturing one to one notes and managing the overall one to ones process.

Kylie Strickland

Kylie Strickland

Head of Customer Engagement