Check-Ins Usability Enhancements

With this enhancement, the hyperlink functionality is simplified and redundant buttons removed to improve the Check-Ins user experience.

Hyperlink Functionality Simplified

With this release, on the meetings and topics page, when users click on a link in the comments section, three new options appear.

Redundant Buttons Removed

With this release, unnecessary buttons are removed from the Check-Ins Goals, Development Plan, Follow-Ups, Skills, and Personal Notes panels. Users can use the default "x" in the upper right corner to close these panels.

Goals

The Done button is removed.

Note: The Goals Panel applies the same rules that the 'View Goals' permission allows for goals.

Development Plans

The Close development button is removed.

Note: The Dev Plan panel applies the same rules that the "Snapshot - Development Plans" permission allows for development plans.

Follow-Ups

The Close follow-ups panel button is removed.

Skills

The Close skills panel button is removed.

Note: The Skills panel applies the same rules that the "Capabilities - Skills Profile - View" permission allows for the Skills Profile.

Personal Notes

The Close personal notes panel button is removed.

 

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