Check-Ins Include Inactive Users in Search

Prior to this enhancement, when Check-In users searched for participants, the search results did not include inactive users.

With this enhancement, a new Include inactive users checkbox lets users easily search for previously conducted Check-Ins with participants who are inactive or no longer work for the company. For easy identification, inactive user names have an (Inactive) suffix. Users can view the Check-Ins summary, historical information, and meeting notes for inactive users. Additionally, users can restore or archive Check-Ins with inactive users if necessary.

To access the search feature, select Find People.

How Does this Enhancement Benefit My Organization?

Users can now access the historical and archived Check-In discussions with inactive users.

Starter Guide/Adoption Kit

Considerations

Users cannot create new Check-Ins with inactive users.

Implementation

This feature is available to clients who purchased the Performance or Career suite and is already using Check-Ins.

Permissions

The following existing permission applies 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. Users who have constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who doesn’t belong to the constraints. However, they will still be able to view and update any Check-In that they are a participant of. This is an end user permission. Performance