Post announcements and record meetings

Overview#

• Announcements: post messages from HQ or managers to staff. Publishing notifies the target staff, and you can see who has read it.
• Meetings: record shop meetings, HQ meetings, 1-on-1 interviews and training. Schedule a meeting first and record the result afterwards, or log a meeting that has already taken place.

Post an announcement#

1. Open Store operations → Announcements in the side menu.
2. Click Post Announcement.
3. Enter the Title and Content (both required). Choose a Shop and Type if needed.
4. Under Target Audience, choose All Members / Specific Members / Specific Shops and pick the targets.
5. Turn on Pinned to keep it at the top of the list, or Priority to highlight it.
6. Set Status to Published and click Create to notify the target staff. To post it later, save it as Draft.

The announcements screen#

• Announcement Types: create types such as "Company news" or "Shifts" with Add Type, and filter with the type buttons.
• Use the pin button to Pin / Unpin.
• Open an announcement to see the Read Status (how many have read it and the read rate). Show readers lists who has read it. You can also comment.

Record a meeting#

1. Open Store operations → Meetings in the side menu. The meeting is saved under the shop selected at the top.
2. Click New Meeting.
3. Enter the Title, Meeting Type (Shop Meeting / HQ Meeting / 1-on-1 Interview / Training) and Date & Time (required), plus the location, agenda and attendees.
4. For a meeting that hasn't happened yet, turn on Schedule (Planned). Leave it off to log a meeting already held.
5. Under Minutes, enter the meeting record, decisions and action items (content, assignee, due date, priority), then click Save. The attendees are notified.
6. After a planned meeting, click Record Result in the list to mark it Recorded. If it was called off, click Cancel Meeting.

The meetings screen#

• Filters: All Statuses (Planned / Recorded / Cancelled), All Types and keyword (title or location).
• Turn on Public Meeting to let all employees view it.
• For a 1-on-1 Interview, the record fields become "1. Current Situation (Issues & Concerns)" and "2. Goals & Career".
• The detail view shows the agenda, attendees, record, decisions and action items, and you can comment there.

FAQ#

• I don't see Post Announcement: only administrators and roles with permission to manage announcements can post, edit or delete them. Everyone else can read.
• I can't change a meeting's status when editing: use Record Result or Cancel Meeting in the list. Editing doesn't change the status.
• How do announcements reach shop staff? Through the notification center and the Bookmi app.