Manage Recurring Discussion Topics

After creating a recurring check-in series, you can add recurring discussion topics to the check-ins in the series. You can also edit and delete the recurring discussion topics based on certain criteria.

Add Recurring Discussion Topics

Here are a few points to consider:

• A discussion topic added to the first check-in in a recurring series is automatically added to the rest of the check-ins in that series. This includes your own discussion topics as well as recommended topics related to goals, feedback, or Insights.
• If you add notes to a discussion topic in the first check-in of a series, those notes aren’t carried over to the same discussion topic that might be present in the other check-ins in the series.
• Only two notes can be added to a discussion topic - one by the employee and another by the manager.

Edit Recurring Discussion Topics

When you edit a discussion topic in any check-in in a recurring series, these considerations apply:

• You have the option to carry over those edits to the same recurring discussion topic that might be present in the remaining check-ins.
• If you add a new discussion topic to that check-in, it’s not carried over to the remaining check-ins.
• You can add your own discussion topics as well as goals, feedback, or Insights topics from the Recommended topics panel.

Delete Recurring Discussion Topics

You can delete a discussion topic from any recurring check-in in a series only if it meets these criteria:

• You created the discussion topic.
• It’s not already marked as discussed.
• It doesn’t contain notes added by others.

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