WaveWorks: How to Schedule a Check in with Your Manager

This guide provides a step-by-step process for scheduling a check-in with your manager using WaveWorks, ensuring you can effectively manage your performance discussions. By following these instructions, you can streamline the scheduling process, customize your agenda, and enhance communication with your manager.

Talent Development
48 steps
4 minutes

Navigate to [WaveWorks](https://waveworks.tulane.edu)

Click "Career and Performance"

Click "Performance"

Click "Add"

Click the "Template" field.

Click "Check-In"

Click this icon to schedule the meeting.

Select the date.

\[Optional\] Check the box to have Oracle create a calendar invite to be added to your Outlook calendar.

Click the calendar icon under the "Meeting Start Date and Time" to adjust the time. The default time is 12:00 - 12:30 am.

Click "12:00 AM" to change the time.

Select the correct time. Make sure the am/pm is correct also.

Click "Done"

Adjust the end time if necessary. The default check in time is 30 minutes, and it will update based on the start date.

Click "1:30 PM" to adjust the end time.

Click "Done"

Click the "Location" field to indicate a meeting location.

Next, build your agenda for the meeting. There is a meeting questionnaire for you and your manager to fill out, which could jumpstart the conversation. The system will also suggest a meeting agenda based on your current goals.

You can delete any agenda items you don't want to discuss during the meeting by clicking on the trashcan button.

Click the "Create your own discussion topic" field to add your own agenda item.

Click "Add"

You can see your agenda item added to the bottom of the list.

Once you're ready, click schedule. **Your manager will then get a notification about the meeting you created.** Note: if you selected "create meeting invite," an .ics calendar invite will begin to download at this time.

Once the meeting has been scheduled, you can go back to it and answer your questionnaire questions, or provide notes on any of the items in the agenda. This can be done ahead of or during the scheduled meeting.

To update the agenda, click on the correct check in.

To respond to your questionnaire, click "questionnaire for \[your name\]" to expand the item.

Click "View Questionnaire"

Click the text fields to type in your answers.

When finished, click "Save"

Click other agenda items to expand and add notes.

Click into the text box to add notes.

Click "View goal details" for a snapshot of the goal information including a description, success criteria, date information, and more.

Click the caret symbol next to any agenda item to expand or collapse the details.

Click the X button on the side panel to dismiss the goal details information.

When finished, click update.

If your manager updates the agenda, you will get a notification. You can get to the check in through the notification, or go back to the check in screen.

Click "Questionnaire for \[your manager\]" to view their answers.

Click "View Questionnaire"

Their answered questionnaire will slide out on a slide panel.

Click "Cancel" to dismiss the side panel.

The subheader will tell you if a note has been added by either you or your manager. Click to expand.

See their note above your text box.

During the meeting, you can mark whether something has been discussed or not.

You can mark an agenda item as discussed without including notes.

Note that you may delete agenda items that you created that do not have notes added. You may not delete items that your manager added, or that have notes.

When finished, click update. The record of the meeting will be saved for later review.

WaveWorks: How to Schedule a Check in with Your Manager

Talent Development
48 steps
4 minutes

Navigate to [WaveWorks](https://waveworks.tulane.edu)

Click "Career and Performance"

Click "Performance"

Click "Add"

Click the "Template" field.

Click "Check-In"

Click this icon to schedule the meeting.

Select the date.

\[Optional\] Check the box to have Oracle create a calendar invite to be added to your Outlook calendar.

Click the calendar icon under the "Meeting Start Date and Time" to adjust the time. The default time is 12:00 - 12:30 am.

Click "12:00 AM" to change the time.

Select the correct time. Make sure the am/pm is correct also.

Click "Done"

Adjust the end time if necessary. The default check in time is 30 minutes, and it will update based on the start date.

Click "1:30 PM" to adjust the end time.

Click "Done"

Click the "Location" field to indicate a meeting location.

You can delete any agenda items you don't want to discuss during the meeting by clicking on the trashcan button.

Click the "Create your own discussion topic" field to add your own agenda item.

Click "Add"

You can see your agenda item added to the bottom of the list.

To update the agenda, click on the correct check in.

To respond to your questionnaire, click "questionnaire for \[your name\]" to expand the item.

Click "View Questionnaire"

Click the text fields to type in your answers.

When finished, click "Save"

Click other agenda items to expand and add notes.

Click into the text box to add notes.

Click "View goal details" for a snapshot of the goal information including a description, success criteria, date information, and more.

Click the caret symbol next to any agenda item to expand or collapse the details.

Click the X button on the side panel to dismiss the goal details information.

When finished, click update.

If your manager updates the agenda, you will get a notification. You can get to the check in through the notification, or go back to the check in screen.

Click "Questionnaire for \[your manager\]" to view their answers.

Click "View Questionnaire"

Their answered questionnaire will slide out on a slide panel.

Click "Cancel" to dismiss the side panel.

The subheader will tell you if a note has been added by either you or your manager. Click to expand.

See their note above your text box.

During the meeting, you can mark whether something has been discussed or not.

You can mark an agenda item as discussed without including notes.

Note that you may delete agenda items that you created that do not have notes added. You may not delete items that your manager added, or that have notes.

When finished, click update. The record of the meeting will be saved for later review.