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.

If your recurring check-in has a meeting invite, and you want to change the meeting invite details, you can choose to update the meeting invites in all the future check-ins, or make the update only in the current check-in.

When you change the frequency of a recurring check-in, meeting invites, if any, will get automatically updated and downloaded.

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.