Check-Ins: Attach Documents to a Template

This feature will be released in a post-release patch and is not available during UAT.

Administrators can now attach documents to a Check-Ins template. Attached documents are accessible to end-users when they use the template to create Check-In discussions.

There are several potential uses for this feature:

  • Provide documentation and resources for new hires.
  • Provide guidance for newly promoted managers who are managing teams for the first time.
  • Provide detailed instructions for facilitating effective meetings.
  • Provide suggested talking points for specific topics such as new HR policies or mergers and acquisitions.

The supported document types are .pdf, .ppt, and .doc.