Check-Ins View Permission

With this enhancement, a new option, Check-Ins View Permissionallows users to share Check-Ins with other colleagues. Managers and coaches now have more visibility to provide feedback and meeting participants can share their Check-Ins series with managers or coaches to ensure visibility.

Once enabled, the following new features are available:

  • New Check-Ins settings page - Allows administrators to enable Check-Ins sharing.
  • Share Check-Ins - Allows users to share Check-In series with other active users, and includes a new Share With Me tab for users to view these shared meetings.
  • View Archived - Allows users to view details of archived Check-Ins.

New Check-Ins Settings Page

To use this new functionality, an administrator must enable it on the new Check-Ins Settings page. To access, go to Admin > Performance Management > Check-Ins Settings. Enable the Check-Ins View Permission option. Once enabled, the user page will display with the new features.

Share Check-Ins

Once enabled, an active participant of the Check-In can share the Check-In with an unlimited number of users in the organization.

Access the Share functionality as follows:

  • From a user profile: From the People Sidebar, select a user with whom you share an active Check-In. Click the Active tab. Click the action menu, and click Share.
  • From a Check-In Series: Go to the Check-Ins home page and select a meeting that is part of a series. From the options menu, click Share check-in.

In the Add people to share this check-in with box, start typing a name and select one or more names from the name suggestions. Click Share. The selected people now have read-only access to all meetings in the selected Check-In series. Selected users must be active users. Note: Searching and adding users is based on the constraints applied on Check-Ins - Create permission.

Once the Check-In is shared, a Shared with section appears on the Active tab. Hover over each icon to view the user names.

Additionally, a Shared with section now appears on the header of a Check-In series.

Note: Users on mobile devices can also share a Check-In series on the Active tab and from a Check-Ins meeting series.

New Shared With Me Tab

The new Shared with Me tab lists all of the read-only meetings shared with a user. Check-Ins are listed with most recent at the top. Click a Check-In series to view the shared meetings.

Non-participant Shared Users

Users with shared access who are not participants of the series have read-only access and have limited access to options. These users can view all meetings in the series, view all comments, switch between meeting and topic view and view follow-ups.

Read-only users cannot:

  • Add or edit comments​
  • Add or edit follow-ups​
  • Add a new meeting​
  • Download an .ics file​
  • View personal notes​
  • Update a Check-Ins status​
  • Change the meeting date​
  • Delete a meeting​
  • Archive a meeting series​
  • View the skills panel​

Remove a Shared User

To remove the read-only permission from a user, on the Share page, click the x next to the appropriate user name. The selected user is no longer able to access the Check-In series. Any series participant can remove a user, even if they did not add them.

View Archived Check-Ins

With this release, users can view an archived Check-In without restoring it. To view an archived check-in, from the meetings and topics page, from the People Sidebar, click a participant's name. Click the Archived tab and select the meeting you want to view. To make any changes to an archived check-in, it must be restored. An archived check-in cannot be shared.


**Add any considerations or exceptions here, if available.**


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


The following new permission applies to this functionality:


Check-Ins - Settings - Manage

Grants ability for the user to update global settings relating to Check-Ins. The permission constraints determine whom can modify the global Check-In settings. 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.

This is an administrator permission.