Configure a Touchpoints Check-In Template

Before you can schedule check-ins in Touchpoints, you need to configure a Touchpoints check-in template in Performance Management and set it to active.

Some points to consider while configuring the Touchpoints check-in template:

• Only one Touchpoints check-in template is active at any given time.
• The review period isn't relevant when defining the template. So use the All Review Periods option when defining it.
• Eligibility profile isn't relevant when defining the template. It doesn’t appear when you select the Touchpoints template type.