Microsoft Outlook Integration - Employee Configuration

Shivani Panchal Updated by Shivani Panchal

Microsoft Outlook 365 – What is the integration?

 Performance & Talent has integrated with Microsoft 365 to allow users to integrate conversations with Outlook calendars. This includes the following functionality:

  • Calendar availability:

Review calendar availability directly in Performance & Talent when creating Conversations

  • Create Conversations:

All Conversations created in Performance & Talent synchronised with Outlook 365 in real time

  • Update Conversations:

Update Conversations (time/date/location) in Performance & Talent or Outlook 365 with real time synchronisation

  • Delete Conversations

Delete Conversations (time/date/location) in Performance & Talent or Outlook 365 with real time synchronisation

  • Location – MS Teams

Set the Conversation location as a MS Teams conference in Performance & Talent or Outlook 365 with real time synchronisation

User guide to enabling Microsoft Outlook Integration

Please note: This feature is only available if it has first been enabled and configured by a system administrator

  1. To enable the outlook integration, go to "Conversations" and Select "Connect"
  2. This will then connect your Performance & Talent system with your outlook calendar, once connected it will look like the below:
  3. When successfully connected the following screen will show when scheduling a conversation. The live calendar view and the option to create an MS Teams meeting will be available

Was this article useful?

Preparing for a Check-in

Contact