Examples of Loading Check-In Documents

You can upload check-in documents for employees when they’re unable to create a check-in and the manager isn’t available using HDL.

You can also add a new general discussion topic determined by your organization for managers to discuss career growth or policy changes. If a check-in document is created incorrectly, you can delete the check-in document for the employee using HDL.

General Considerations

These are the general considerations for loading check-in documents:

• A check-in template is created and available.
• The employee is eligible for the check-in document.

Loading Check-In Documents

This example CheckInDocument.dat creates a check-in document for an employee's assignment. The check-in document includes general, performance, and development goal discussion topics.

METADATA|CheckInDocument|CheckInTemplateName|ReviewPeriodName|ManagerPersonNumber|WorkerPersonNumber|WorkerAssignmentNumber|DocumentName|CheckInDate
MERGE|CheckInDocument|REVIEW_TEMPLATE|Default Review Period - Vision Corporation Enterprise|8153799|8153756|E153756|8153756_2022|2022/01/15 00:00:00
METADATA|DiscussionTopic|CheckInTemplateName|ReviewPeriodName|ManagerPersonNumber|WorkerPersonNumber|WorkerAssignmentNumber|DocumentName|Name|TopicType|GoalTypeCode|GoalVersionTypeCode|GoalName|StartDate|TargetCompletionDate|GoalPlanExternalId
MERGE|DiscussionTopic|REVIEW_TEMPLATE|Default Review Period - Vision Corporation Enterprise|8153799|8153756|E153756|8153756_2022|General Meet|ORA_GENERAL||||||
MERGE|DiscussionTopic|REVIEW_TEMPLATE|Default Review Period - Vision Corporation Enterprise|8153799|8153756|E153756|8153756_2022||ORA_PERF_GOAL|PERFORMANCE|ACTIVE|Performance Goal Name|2022/01/01|2022/12/31|100100037213210
MERGE|DiscussionTopic|REVIEW_TEMPLATE|Default Review Period - Vision Corporation Enterprise|8153799|8153756|E153756|8153756_2022||ORA_DEV_GOAL|DEVELOPMENT|ACTIVE|Development Goal Name|2022/01/01|2022/12/31|