A guide to Catch Ups

What is a Catch Up?

A Catch Up is an opportunity for you to meet informally with your manager or someone else in your team, to review your progress generally or in a particular area. Either you or the other person can request a Catch Up at any time (and as many times as you want) and after you get together, either of you (or both of you) can record any outcomes.

Search for the name of the person you want to meet with, suggest a date, time, and add a topic for discussion:

2. Schedule the meeting: Once the Catch Up request is sent, the other person will receive a notification with the details. If the requested date/time doesn't work, please contact the other person directly to rearrange as it's not yet possible to reschedule this in the system.

3. Record outcomes: During or after the Catch Up, either you or the other person can add notes to describe what was discussed and any decisions or action items that resulted from the meeting. These notes are recorded for future reference. Whenever notes are added to a Catch Up, the other person will be notified so that they can check them and say whether or not they agree.

4. Notifications: Whenever notes are added to a Catch Up, both participants are notified. This ensures that both parties are aware of what was discussed and any agreed-upon actions.

5. Approving the Catch Up notes: In order to fully complete a Catch Up, the person who didn't type up the notes must login and approve them once submitted.

6. Accessing present or past Catch Ups: You can access and review Catch Ups and their associated notes from your dashboard at any time. Any catch ups you are involved in will show on your Timeline.