Weaf HR

Meetings and Calendar

Meetings are scheduled, attended, minuted and — the part that matters afterwards — turned into action items with owners and due dates.

Meetings are scheduled, attended, minuted and — the part that matters afterwards — turned into action items with owners and due dates.

Pages in this chapter
  • Meeting Types
  • Meeting Rooms
  • Meetings
  • Meeting Attendees
  • Meeting Minutes
  • Action Items
  • Calendar
  • Media Library
On this page

Meeting Types

A reference list. Entries created here become the options offered when you create a meeting. Setting these up once, before the records that use them, saves correcting the same choice repeatedly later.

The Meeting Types page
The Meeting Types page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Name
  • Default Duration
  • Meetings
  • Status
  • Created At
  • Actions
Actions on this page
  • Add Meeting Type
  1. Choose Add Meeting Type at the top right. The form opens in a panel.
  2. Complete the required fields: Name, Color, Default Duration (minutes).
  3. Fill in anything else that applies: Description.
  4. Make the selections the form asks for: Status.
  5. Choose Save. The new record appears in the list.
The Add Meeting Type form
The Add Meeting Type form

Meeting Rooms

Bookable spaces, with their location, capacity and equipment.

The Meeting Rooms page
The Meeting Rooms page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Name
  • Location
  • Capacity
  • Equipment
  • Meetings
  • Status
  • Actions
Actions on this page
  • Add Meeting Room
  1. Choose Add Meeting Room at the top right. The form opens in a panel.
  2. Complete the required fields: Room Name, Capacity.
  3. Fill in anything else that applies: Description, Location, Equipment, Booking URL.
  4. Make the selections the form asks for: Type, Status.
  5. Choose Save. The new record appears in the list.
The Add Meeting Room form
The Add Meeting Room form

Meetings

The meetings themselves: when, who organised them, which room, and whether they repeat.

The Meetings page
The Meetings page
  • 1 page title
  • 2 records table
Columns
  • #
  • Meeting
  • Date & Time
  • Organizer
  • Room
  • Recurrence
  • Status
  • Actions
Actions on this page
  • Schedule Meeting

Meeting Attendees

Who was invited to each meeting, what they replied and whether they actually attended.

The Meeting Attendees page
The Meeting Attendees page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Attendee
  • Meeting
  • RSVP
  • Attendance
  • RSVP Date
  • Decline Reason
  • Actions
Actions on this page
  • Add Attendee
  • ...
  1. Choose Add Attendee at the top right. The form opens in a panel.
  2. Fill in anything else that applies: Decline Reason.
  3. Make the selections the form asks for: Meeting, Employee, Attendance Type, RSVP Status, Attendance Status.
  4. Choose Save. The new record appears in the list.
The Add Attendee form
The Add Attendee form

Meeting Minutes

What was recorded against a meeting, by whom and when.

The Meeting Minutes page
The Meeting Minutes page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Meeting
  • Topic
  • Type
  • Content
  • Recorded By
  • Recorded At
  • Actions
Actions on this page
  • Add Minute
  1. Choose Add Minute at the top right. The form opens in a panel.
  2. Complete the required fields: Topic, Content.
  3. Fill in anything else that applies: Recorded Date, Recorded Time.
  4. Make the selections the form asks for: Meeting, Type, Recorded By.
  5. Choose Save. The new record appears in the list.
The Add Minute form
The Add Minute form

Action Items

Tasks arising from meetings, each with an owner, a due date, a priority and a progress figure — the part of a meeting that outlives it.

The Action Items page
The Action Items page
  • 1 page title
  • 2 primary action
  • 3 records table
Columns
  • #
  • Action Item
  • Assigned To
  • Due Date
  • Priority
  • Progress
  • Actions
Actions on this page
  • Add Action Item
  1. Choose Add Action Item at the top right. The form opens in a panel.
  2. Complete the required fields: Action Item Title, Due Date.
  3. Fill in anything else that applies: Description, Progress (%), Notes.
  4. Make the selections the form asks for: Meeting, Assign To, Priority.
  5. Choose Save. The new record appears in the list.
The Add Action Item form
The Add Action Item form

Calendar

One month view of everything dated in the system: holidays, leave, meetings, interviews and training sessions. Use it to see what is happening before scheduling anything new.

The Calendar page
The Calendar page
  • 1 page title
  • 2 records table
Columns
  • Sun Mon Tue Wed Thu Fri Sat
  • Sun
  • Mon
  • Tue
  • Wed
  • Thu
  • Fri
  • Sat
Actions on this page
  • today
  • month
  • week
  • day

Media Library

Every file uploaded anywhere in the system, in one place. Useful for finding a document when you remember the file but not the record it was attached to.

The Media Library page
The Media Library page

1 page title

Actions on this page
  • Upload Media
  • All Files

Common questions about meetings and calendar

How do I add a meeting type in Weaf HR?

A reference list. Entries created here become the options offered when you create a meeting. Setting these up once, before the records that use them, saves correcting the same choice repeatedly later.

  1. Choose Add Meeting Type at the top right. The form opens in a panel.
  2. Complete the required fields: Name, Color, Default Duration (minutes).
  3. Fill in anything else that applies: Description.
  4. Make the selections the form asks for: Status.
  5. Choose Save. The new record appears in the list.
How do I add a meeting room in Weaf HR?

Bookable spaces, with their location, capacity and equipment.

  1. Choose Add Meeting Room at the top right. The form opens in a panel.
  2. Complete the required fields: Room Name, Capacity.
  3. Fill in anything else that applies: Description, Location, Equipment, Booking URL.
  4. Make the selections the form asks for: Type, Status.
  5. Choose Save. The new record appears in the list.
How do I add a meeting attendee in Weaf HR?

Who was invited to each meeting, what they replied and whether they actually attended.

  1. Choose Add Attendee at the top right. The form opens in a panel.
  2. Fill in anything else that applies: Decline Reason.
  3. Make the selections the form asks for: Meeting, Employee, Attendance Type, RSVP Status, Attendance Status.
  4. Choose Save. The new record appears in the list.
How do I add meeting minutes in Weaf HR?

What was recorded against a meeting, by whom and when.

  1. Choose Add Minute at the top right. The form opens in a panel.
  2. Complete the required fields: Topic, Content.
  3. Fill in anything else that applies: Recorded Date, Recorded Time.
  4. Make the selections the form asks for: Meeting, Type, Recorded By.
  5. Choose Save. The new record appears in the list.
How do I add an action item in Weaf HR?

Tasks arising from meetings, each with an owner, a due date, a priority and a progress figure — the part of a meeting that outlives it.

  1. Choose Add Action Item at the top right. The form opens in a panel.
  2. Complete the required fields: Action Item Title, Due Date.
  3. Fill in anything else that applies: Description, Progress (%), Notes.
  4. Make the selections the form asks for: Meeting, Assign To, Priority.
  5. Choose Save. The new record appears in the list.

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