Connecting your organisation's O365 calendar to Perform & Engage 365 means that you can benefit from the following Perform & Engage 365 functionality:
- Automatic out-of-office for Perform & Engage 365 updates based on a user's O365 calendar
- The ability for conversations such as 1:1s and Performance Reviews to be booked in a user's calendar (including online meeting booking using Teams).
You must have IT admin rights in Perform & Engage 365.
- To set up the connection go to Organisation tab Integrations.
- Next, go to Azure AD/Entra ID
- Click Connect next to the 'O365 connection' option and sign in using your Microsoft Office Admin credentials.
- Review the list of requested permissions
- Click accept for all the Microsoft permissions listed.
- After the page reloads the screen should now let you know that your O365 calendar is connected.
- O365 calendars are now connected to Perform & Engage 365
- Out of office sync will work automatically
- Auto-booking of meetings for conversation workflows will need to be set-up by an administrator when creating the workflows and selecting the appropriate options in the stage workflow configuration.
If you want any further guidance on connecting to your O365 calendars, contact the Support team. For more information, see this article.