Managers - Modify a Check-In

As a manager, you can view and modify a past or upcoming check-in by double-clicking it from the Events and interactions section. You can modify Touchpoints check-ins and Performance check-ins.

Modifying a Touchpoints Check-In

While modifying a Touchpoints check-in, you can do these:

• View the details for goal and feedback-related discussion topics.
• Add or edit discussion topics.
• Add notes or edit the ones that you added.
• Mark discussion topics as complete.
• Delete a discussion topic only if:
  • You created it.
  • It has notes that only you added.
  • It's not marked as discussed.
• Change the check-in date.

Note:

• If you’re an indirect manager, you can only view check-ins, both past and upcoming. You can’t modify check-ins.
• You can add insights topics only while modifying upcoming check-ins.
• You can delete a check-in only if you created it and it doesn’t have any notes that others added to any of its discussion topics. But it can have notes that you added to its discussion topics. Also, the check-in shouldn't contain any discussion topics that are marked as discussed.

Modifying a Performance Check-In

You can update a Performance check-in from Touchpoints by:

• Changing the check-in date
• Adding or removing custom or recommended discussion topics
• Adding notes to discussion topics
• Marking topics as discussed

You can also delete a Performance check-in. These changes are reflected in Performance Management as well.