Hello,
In this HRSD blog post (also copy/pasted below), there is an HR Task type "Schedule a meeting" that allows HR Agents to:
1) Schedule a meeting with an employee via the "Schedule calendar invite" button.
2) View the availability of the employee via a pop-up calendar UI when the above button is selected to choose the meeting date/time.
This looks like a great feature and we want to implement this feature for our HR agents in our company's instance. However, I'm sure where to start:
- The "Schedule calendar invite" UI button does not appear (both on my PDI, as well as our company's instance). when I create a new Task, and set the state to "ready or work in progress" (screenshot attached)
- The Product documentation only explains the features and does not explain how to implement the feature.
- I was unable to find any other community posts that explained how to implement this.
Our company is currently in the Xanadu release, and we do have both the required Microsoft Exchange Online spoke, as well as the Agent workspace for HR Case management 3.3.1.
Any guidance would be appreciated. Thank you!
------------------------------------------------------------------------------------------------------------------------------
Blog Post Details:
New HR Task of type “Schedule a meeting”
Persona: HR Agent
Dependency: MS Outlook spoke
Availability: Agent workspace for HR case management 3.0 or Washington DC family release
The new HR Task of type “Schedule a meeting” helps HR agents to schedule an in-person meeting or a virtual meeting with an employee. Having the MS outlook spoke configured also allows an agent to view the employee's availability and then send them a meeting invite.
Once the HR task of Schedule a meeting is assigned to the HR agent, the agent can then mark the task as ready or work in progress. This enables the UI button “schedule calendar invite” which brings up a UI which can be used to view the employees' calendar and based on availability as slot can be scheduled. This meeting invite can also include external attendees who will be sent the meeting invitation.
