How to Create and Manage Meetings

Introduction #

Organizing and managing meetings effectively is vital for ensuring productive discussions and decision-making within an organization. This guide provides a step-by-step process for creating and managing meeting details in the Cosmic ERP system.

Prerequisites #

• Branch, Department, and Employee: Ensure these are set up in the system.

Steps to Create and Manage Meetings #

1. Login to Cosmic ERP
   • Enter your credentials to access the Cosmic ERP dashboard.
2. Navigate to HRM System
   • Click on ‘HRM System’ from the main menu.
3. Access Meeting Setup
   • Within the HRM System menu, click on ‘Meeting’.
4. Create New Meeting
   • Click on the ‘Create’ button, represented by a ‘+’ icon.
5. Select Branch
   • Choose the branch where the meeting will be held.
6. Select Department
   • Choose the relevant department for the meeting.
7. Select Employee
   • Choose the employee responsible for the meeting.
8. Enter Meeting Title
   • Provide a title for the meeting.
9. Select Meeting Date
   • Set the date for the meeting.
10. Select Meeting Time
    • Set the time for the meeting.
11. Enter Meeting Note
    • Provide any relevant notes or agenda for the meeting.
12. Save Meeting
    • Click on ‘Create’ to save the meeting details.

Conclusion #

By following these steps, you can efficiently create and manage meeting details in Cosmic ERP, ensuring that all organizational meetings are well-planned and effectively communicated to the relevant participants.