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. While configuring the check-in template, you can include skills, competencies and questionnaire sections for workers and managers to be added as discussion topics.

Some points to consider while configuring the 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.
• If your current template doesn’t have questionnaires, and you want to include them in future check-ins, you can’t edit the template. You must create a new template, add the questionnaires, and make it active.
• If your current template already has questionnaires configured and you want to change the questionnaires or exclude them from the template, you must configure a new template with these changes and make it active. You can’t edit the current template to make these changes.
• When you make a new template active, the earlier template will automatically become inactive. This inactive template will still show as “In Use” if any check-ins were created from it before.
• If questionnaires were included in the earlier template and are now excluded from the new template, any check-ins created based on the earlier template will continue to display those questionnaires. Only new check-ins created hereafter won’t display them. The same behavior applies to changed questionnaires as well. This applies to one-time check-ins and recurring check-ins (which include checks-in scheduled in the past and in future).
• Questionnaires can be marked as done, just like other discussion topics. When they're marked as done, they’re included in the completed discussion topic count in the Events and Interactions timeline.
• If you update the check-in template to remove skills as discussion topics, it won't remove existing skill discussion topics in check-in documents that are already created. But it won't be possible to create skill discussion topics in new check-ins.
• If you update the check-in template to remove competencies as discussion topics, it won't remove existing competency discussion topics in check-in documents that are already created. But it won't be possible to create competency discussion topics in new check-ins.

To configure the Touchpoints check-in template to include questionnaires, skills, or competencies, you must use the Redwood version of the Check-in Templates task. To use this version, enable the profile option ORA_HRA_SETUP_REDWOOD_ENABLED.

To configure the template:

1. Go to My Client Groups > Performance > Check-in Templates.
2. Click Add to create a new Touchpoints check-in template.
3. Select the template type as Touchpoints.
4. Enter a name for the template and set its status to Active.
5. By default, Touchpoints check-ins created from this template will be displayed in the employee’s performance document. To change this setting, unselect the Include in performance document checkbox.
6. The Check-in content section displays the list of discussion topic types that you can include in a Touchpoints check-in. To include questionnaires for both employees and managers, select the Questionnaire checkbox and then select the respective questionnaires from the drop-down lists that appear.
7. Select any other discussion topic type such as Skills or Competencies that you want to add to the template.
8. Click Submit.

Note: Once a check-in template is created, any changes made to it after it’s created doesn't impact check-ins that were previously created from it. The changes made will apply only to new check-ins created afterwards.