Integrate Calendars

The Check-in Calendar Integration Assistant connects check-in documents with Microsoft Outlook 365 calendars.

You can schedule, update, and manage ad hoc and recurrent check-in discussions through the Check-in Calendar Integration Assistant agent to ensure check-in meetings are aligned with everyone’s availability. The agent integrates with your Microsoft Outlook calendar allowing you to detect participant availability based on date and time. The agent generates available time slots by reviewing each participant’s calendar availability, the preferred time zones, and identifies the best overlapping time slots. The assistant proposes nine meeting slots within a consecutive 14-day window. You can use it to schedule one-time or recurring check-ins and to update or delete meetings. Calendar invitations and notifications are sent to participants as the check-in changes. For a recurring check-in, the same slot is used across the series. You can review if the slot works for the intended meetings before confirming.

The HR Specialist must set the ORA_HRA_REAL_TIME_CALENDAR_INTEGRATION_OPTION profile option at the site level and configure the parameters to integrate calendars with check-in documents.

Note: Changes made to a check-in in are reflected in Outlook. Changes made directly to its Outlook meeting are not reflected in the check-in. Update the check-in so that both records are aligned.

When you update a check-in date, time or meeting slot, the assistant checks the availability too. For a recurring series, choose whether the change applies to one occurrence or all future occurrences and the updates are sent to participants’ calendars.