Manage a Recurring Check-In

Here are a few points to consider when modifying or deleting a recurring check-in series:

Modify a Recurring Series

After creating a recurring series, you can change the frequency, start and end dates, or the number of occurrences in the series. You can make these changes to past and future checks-ins in the series. You can also add recurring discussion topics. But you can’t change the assignment of the employee, when they have multiple assignments.

You can modify the series only if:

• You created it.
• The check-ins don’t contain discussion topics that are marked as discussed.
• The check-ins don’t contain notes added by others.

Delete a Recurring Series

You can choose to delete any check-in a series, or all check-ins in the series, only if you created the series. You can’t delete a check-in if:

• It has discussion topics that are marked as discussed.
• It has discussion topics with notes added by others.

When deleting a recurring series, only the current and future check-ins are deleted, when they match the above conditions.

The manager and employee receive a notification when a recurring series is deleted.