Check-Ins Microsoft Teams Integration

With this release, Check-Ins is integrated with MS Teams. Now, users can receive Check-In meetings and Follow-Ups notifications on the MS Teams chat page and click a link to take action, even if not actively logged into Check-Ins.

Users will receive a daily, automated update that includes information about their scheduled meetings for the day and any overdue or upcoming follow-ups. If a user has no notifications for the day, they will not receive an update.

Enable the MS Teams Integration

The CSOD Learn app must be added in MS Teams to use this functionality.

To enable the MS Teams integration:

  1. Open MS Teams.
  2. In the left column, select the Apps icon.
  3. Locate the CSOD Learn option and click Add, then click Add again on the CSOD Learn page.

Note: If you do not see the CSOD Learn app in MS Teams, contact your IT department and ask them to allow this app.

Notifications

  • Upcoming meetings - Both participants in the meeting receive a notification the morning of the meeting. If the user has more than one meetings on a specific day, the participants' names are listed in alphabetical order. Clicking the meeting name opens the Check-In meeting.
  • Follow-Ups - The participant assigned the follow-up is notified of the total number of follow-ups due in the next seven days. Users are also notified of past due follow-ups. If the follow-up is unassigned, both participants in the Check-In series receives a notification. Clicking on the follow-up opens the Follow-Up flyout where users can view their information. If a follow-up is unassigned, both participants in the series receive a notification. Note: Check-Ins Insights must be enabled to view the follow-ups flyout. If Check-Ins Insights is not enabled, clicking on the follow-ups link will redirect the user to the homepage. See Check-Ins Insights Page.​

Considerations

Users receive Check-Ins notifications along with existing learning notifications if they have active Check-Ins. This cannot be turned off.

Implementation

This functionality is automatically enabled for all organizations using the Performance Check-Ins module.

Permissions

The following existing 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. Users with constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who is not part of the constraints, but can still view and update any Check-In in which they are a participant.

This is an end user permission.

Note: Permission constraint to Employee Relationship grants permission to dotted line or secondary managers to create Check-Ins with users that report to them in the matrix structure. A constraint "Restricted to Employee Relationship: Detail Supervisor" means that the Detail Supervisor can create a Check-In with their indirect subordinate but the indirect subordinate cannot create a Check-In with their Detail Supervisor.

 Performance