Check-Ins - Administrator Overview
This tool provides administrators with default check-in templates that can be created, modified, add and edit discussion topics, and provide discussion-guiding text.
Once templates are created, employees can use the Check-Ins tool to define goals and career development, as well as provide feedback to managers. Managers and end users can select an appropriate check-in type, such as a Goals check-in, complete or review the topics in the check-in, and establish a schedule for regular check-in meetings.
Click here to download the Check-Ins Starter Guide. Note: You must be logged in to the Success Center to access this guide.
Click here to download the Check-Ins Adoption Kit. Note: You must be logged in to the Success Center to access this information.
Administrators can perform the following tasks when working with Check-Ins:
- Customize the Check-Ins home page - Manage the look and feel of the Check-Ins home page. See Check-Ins - Customize the Home Page.
- Manage templates - Create and edit templates. See Check-Ins - Manage Templates.
- View and edit all check-in settings, add, reorder, and edit topics, and update notes as necessary.
- Manage the email digest - Sent notification emails for Check-Ins and Follow-Ups. See Check-Ins - Email Digest Management.
The following information is available within this folder. Click a link to navigate directly to the appropriate topic: