Configure a Touchpoints Check-In Template

Before you can schedule a Touchpoints check-in, you need to configure a Touchpoints check-in template using 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, select the Questionnaire checkbox and then select the respective questionnaires for employees and managers.
7. Select any other discussion topic type such as goals, skills, feedback, or competencies that you want to add to the template.
8. In the Suggested discussion topics section, select the types of discussion topics to display on the Suggestions tab. You can add these topic types: AI-suggested general topics, topics based on nudges, or topics that weren't marked as discussed (open topics) in previous check-ins.
9. For open topics, you can also specify the past number of months to consider while transferring open topics to a new check-in. You can enter up to a maximum of 12 months.
10. In the Suggested actions based on check-in discussion section, select whether you want to display performance goals, development goals, or both as follow-up actions after a check-in discussion is over.
11. 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.