Check-Ins - Add a New Meeting

Use the meetings and topics page to add a new meeting to an existing check-in.

To access the meetings and topics page, go to Performance > Check-Ins and select the appropriate meeting.

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

Add a New Meeting

To add a new meeting:

  1. Open the meeting where you want to add a new meeting date.
  2. Select one of the following options:
    • To add a new date, select a new date in the in the date selection field . The new date appears in the New Meeting section.
    • To add a new date in the current meeting frequency, click the New Meeting button without selecting a date in the date field. For example, if the current meeting frequency is bi-monthly, the new date is the next bi-monthly date from the last meeting. The selected date appears in the meeting list.