How to use the Appraisd <-> Outlook calendar sync

If your organisation uses Outlook or Teams calendars, the Outlook calendar integration with Appraisd will make it easier for managers and team-members to book a meeting in their calendar from within Appraisd. You can also ask for a Teams call to be added to the meeting invitation.

What does the feature do?

• Every employee will see a "Schedule review meeting" button on their reviews and check-ins. Their manager will see the same.
• Clicking on the button will open a calendar booking screen that shows the availability for the review participants. Employees can choose a slot, add details, add a Teams call and save it, issuing the meeting invitation to all participants in the review.
• Admins can use the Reviews report to see the calendar meeting date and time for each review. Make sure you enable the "Review meeting date" column when looking at this report.

How to book an Outlook meeting from a review or check-in in Appraisd

1. Once enabled by your organisation you'll see a 'Schedule review meeting' button in any review or check-in that you're involved in:
   
2. If this is the first time you've used the Outlook sync then you will see a sign in with Microsoft button.
   
   Sign into Microsoft and you'll be re-directed to Appraisd.
3. You should see a calendar schedule pop open similar to this:
   
   
   
   
4. Choose a slot in the calendar that works for you and the other people involved in the review, add any extra detail you'd like to (including adding a Teams call if you'll be doing this remotely). Press Save.
5. A meeting will now appear in your Outlook or Teams calendar and also in your team-member / manager's calendar. The meeting in your calendar will also include a link back to the relevant Appraisd review or check-in so you can get back to it easily. It will look similar to this: