Check-Ins – View Incomplete Follow-Ups

Prior to this enhancement, to review their incomplete follow-up action items, Check-Ins participants had to drill down through all check-in meetings one-by-one.

With this enhancement, Check-Ins participants can see all of their Follow-Up action items on the Upcoming Check-Ins tab of the home page.

Incomplete Follow-Ups are color-coded based on the due date:

  • Red - Past the assigned due date
  • Yellow - Due within seven days
  • Black - Any Follow-Up in a Check-In that's incomplete, regardless of due date

Click any Follow-Ups number to open the Follow-Ups flyout to mark an item complete or incomplete.

Additionally, on the Follow-Ups flyout, the Go to Check-In button opens the meetings and topics page.

How Does this Enhancement Benefit My Organization?

Employees and managers can now see all assigned incomplete Follow-Ups in one location.

Starter Guide/Adoption Kit

Implementation

This feature is available to clients who purchased the Performance or Career suites 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