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Add a new meeting type

You can add a new meeting type for appraisals in a few easy steps.

Written by Relu

You can add a new meeting type so you can pick the right category when you create a meeting for an employee and keep everything consistent across your records.

If the type you need isn’t in the Type dropdown, you can create it so it’s available for future meetings. This helps you keep all meeting records in one place and makes it easier to find them later for case management or evidence.

šŸ“ŒNote: If a meeting type has already been used, you can’t delete it. Instead, you can mark it as Obsolete, so it won’t show in the list anymore.

To add new meeting types, please follow the below steps:

  1. Click Configuration then click Settings.

  2. Expand Module Settings then expand HR.

  3. Scroll to and select Meeting Type.

  4. Click Add Meeting Type.

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