Add a Meeting Activity

This article covers how to create and customise a Meeting activity in Ausmed Perform. You’ll learn the difference between agenda-style and structured formats, how they’re used in performance reviews, and what happens after publishing.

Who this applies to

• Users with access to Ausmed Perform
  
  
• Users with Organisation Manager or Team Manager permissions
  
  

In this article

• What is a Meeting activity?
  
  
• Steps to add a Meeting
  
  
• Types of Meeting Formats
  
  
• How Meetings work
  
  
• Save as Draft vs Publish
  
  

What is a Meeting activity?

In Ausmed Perform, Meetings are a type of activity used within a performance review cycle. They are most commonly used for:

• Probation reviews
  
  
• Induction check-ins
  
  
• Annual performance conversations
  
  
• Quaterly Reviews
  
  

Only managers are required to complete the meeting form once the activity has been assigned.

Steps to add a Meeting

1. Go to Reviews > Activities in the Ausmed Perform manager portal
   
   
2. Click Add Activity
   
   
3. Select Meeting as the activity type
   
   
4. Choose the meeting format:
   
   
   • Agenda-style
     
     
   • Structured with talking points
     
     
5. Add your content:
   
   
   • For agenda: enter a brief outline or guidance for discussion
     
     
   • For talking points: add specific questions or prompts
     
     
6. Configure options:
   
   
   • Make any question required or optional
     
     
   • Add a description for the meeting if helpful
     
     
7. Choose to Save as Draft or Publish the meeting
   
   

Types of Meeting formats

How meetings work

• Question: Short answer, long answer, checkbox, dropdown
  
  
• Who sees what? The staff member will see any talking points, but only the manager fills in the Meeting form
  
  
• Required questions: Mark questions as required or optional to complete
  
  
• Manager-only submission: The form is only required to be submitted by the manager

Save as Draft vs Publish

• Save as Draft: Allows you to continue editing. Can be previewed but not assigned.
  
  
• Publish: Locks the activity. Once published, it cannot be edited. Only published activities can be added to review cycles.