Check-Ins - View Check-In Discussions from Performance Reviews

With the appropriate permission, reviewers can access Check-In discussions from a Performance Review.

To access the Check-Ins option from a performance review, open a performance review, click the Options drop-down, and select View Check-Ins.

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

View Check-Ins

The View Check-Ins option is only available if the user has permission to create a Check-In discussion or has had at least one discussion with another person.

  • For a reviewer reviewing an employee (such as a manager reviewing an employee):
    • If check-ins between the two are available, this option opens a list of their discussions in a new tab.
    • If the reviewer has not had check-ins with the reviewee, this option opens the Check-Ins landing page in a new tab.
  • For self-reviewers, this option opens the Check-Ins landing page in a new tab.