Schedule a performance meeting with your employees at the end of a cycle to discuss their results and plan the next phases of their development.

Before you start

When is this option available?

You can create performance meetings only for employees who have a manager review assigned in a live cycle.

How do roles and permissions impact the creation of performance meetings?

Different roles and permissions impact the creation of performance meetings as follows:

Access meetings from the cycle details page

To create a performance meeting, you need to access the cycle details page first. To do so, follow these steps:

1. Go to Performance > Review Cycles. Click the name of the relevant cycle.
2. The cycle details page opens. Under Performance meeting, the participant list shows the status of the performance meeting for each employee:

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  • If no meeting has been scheduled, you have the option to schedule one.
  • If the meeting happens in the future, you can see the date and time.
  • If the meeting has happened, the status shows it.

Schedule a performance meeting

When you're in the cycle details page, follow these steps:

1.Configure the meeting

1. Click Schedule.
2. Add a title for the meeting, the date, and time.
3. Optional: For in-person meetings, add the location. If the meeting is remote, add the link to the virtual conference room.
4. Optional: Add a description of the meeting and its purpose.

2. Select additional participants

When you create a meeting for an employee, Personio sets you, the employee, and their supervisor as participants. 

• To invite additional participants, click the search bar under Add other participants to the meeting. Search for the employee's name and select the checkbox next to it.
• To remove an additional participant, click the X icon next to their name.

3.Schedule the meeting

To schedule the meeting, click Schedule meeting. Personio sends an email notification to all participants and adds an event to their calendars.

Edit or cancel a performance meeting

To edit or cancel a performance meeting, you first need to access the meeting's details page:

1. Go to Performance > Review Cycles. Click the name of the relevant cycle.
2. The cycle details page opens. In the Participant list and under Performance meeting, click the date and time of the relevant meeting.

Edit the meeting

1. In the meeting details page, click Edit meeting on the upper right.
2. Adjust the meeting details and the participant list as needed. Click Update meeting.
3. Confirm your choice.

Cancel the meeting

1. In the meeting details page, click the bin icon on the upper right.
2. Confirm your choice.

Personio sends an update email to all participants.

Next steps

Learn more about managing a performance review cycle.