Check-Ins Enhancements - Overview

With this release, the following Check-Ins enhancements are now available:

Starter Guide

Click here to download the Check-Ins Starter Guide.Note: You must be logged in to the Success Center to access this guide.

Implementation

This functionality is automatically enabled for all clients using the Performance module.

Permissions

The following permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Create Grants ability for the user to create and update Check-Ins. The permission constraints determine with whom the user can create Check-In discussions. This permission can be constrained by OU, User's OU, User Self And Subordinates, User, User's Subordinates, User's Direct Reports, User's Self, User's Manager, User's Superiors, and Employee Relationship. This is an end user permission. Performance

Check-In Templates - Manage

Grants ability to manage Check-Ins Templates. This permission cannot be constrained. This is an administrator permission. Performance
Global Email Administration - Manage Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration
Global Email Administration - View Grants view only access to email templates/triggers and email logs at the global level for the portal. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission. Core Administration

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Home Page Customization - Manage Grants ability to manage the Check-Ins Home Page. This permission can be constrained by OU. This is an administrator permission. Performance