Check-Ins - Customize the Home Page

Check-Ins administrators can customize the look of the Check-Ins home page to accommodate an organization's brand and culture.

From the Customize Check-Ins Home Page page, administrators can perform the following tasks:

To open the administrator edit view, go to Admin > Performance Management >. In the Check-Ins section, click Home Page Customization, and then select a division name.

 

Select an OU for this Home Page

To select an OU:

  1. In the Organizational Unit Selected area, click Change.
  2. On the Home Page Customization page, select the appropriate OU.

To overwrite the custom page settings for the associated child OUs: Click Edit Page, select Overwrite custom settings for all children, and then click Save.

The selected OU appears on the home page.

New User/Returning User Pages

  • Click the New User tab to design a home page for first time users.
  • Click the Returning User tab to design a home page for returning users. Note: The Returning User tab contains a not-editable Recent Check-Ins section that does not appear on the New User tab.

Welcome Content

Administrators can replace the welcome messages or hide them completely.

  • To replace the welcome messages, put the cursor in the message area and enter the appropriate changes.
  • To hide the welcome messages, click Hide content.

Welcome Image

Click Hide content in the image area to hide the welcome image.

Check-Ins Instructions

Administrators can edit the check-ins instructions or hide them completely.

  • To replace the instructions, place the cursor in the appropriate area and enter the appropriate changes.
  • To hide the instructions, click Hide content. The instructions will not appear on the home page.

Get Started Button

To change the text on the Get Started button, click the button to open edit mode. When you are done, click in a blank area outside of the button to save your changes.

Getting Started Tips

To hide the getting started videos, click Hide content. The videos will not appear on the home page.

Localization

All of the text on the home page can be localized. In edit mode, click the localization globe and enter the appropriate text on the flyout.