Schedule a Check-In with Your Manager

You can schedule check-ins with your manager as often as you need using Touchpoints. When you schedule a check-in, you can add custom discussion topics and recommended topics. You can also modify the check-in at any time.

When scheduling a check-in, if you have multiple assignments that report to a single manager, you can select the assignment relevant to the check-in. If you have multiple managers, you can select the manager with whom you want to schedule the check-in. This includes matrix managers and indirect managers.

Note: While selecting a manager, the list of managers is controlled by the values specified in the ORA_HRA_MANAGER_LEVELS profile option.

To schedule a check-in, go to Me > Quick Actions > Show More > Touchpoints, and select the Schedule Check-In option from the Actions menu.

To view topic suggestions to add to the check-in, click the Suggested Topics button. These topics are personalized suggestions that are displayed in the following tabs:

Suggestions – AI-based personalized discussion topics, followed by nudge-based topics, and any open topics that weren't marked as discussed in previous check-ins. You can add these open topics to the current check-in. Note that you can’t transfer questionnaires and feedback topics from previous check-ins, even if they weren't marked as discussed.
Goals – Performance goals from active goal plans whose review period end dates fall within the last 18 months. Also includes any active development goals. Goals with no target completion dates are displayed first, followed by goals with target completion dates in descending order.
Feedback – Anytime feedback that you’ve received from your manager or others in the organization and made visible to you.
Competencies, if they’re configured in the check-in template. You can select active competencies from your talent profile and add them to the check-in as discussion topics.
Skills, if they’re configured in the check-in template. You can select attained and developing skills from Skills Center as discussion topics.

Note: If questionnaires are configured in the check-in template, they’re added by default as discussion topics. Questionnaires might be added for both workers and managers, depending on the template configuration.

After adding these topics to the check-in, you can do the following (before you schedule the check-in):

Add notes to the topics.
Delete the topics that you just added.
Click the skill chip to rate the skill and view or invite endorsements from others on that skill.
Create a meeting invite. The ICS file will be automatically downloaded after you schedule the check-in, which you can then add to your calendar.
Edit a performance or development goal after you add it to a check-in from the Goals tab. After you edit the goal, it'll be sent for approval according to predefined approval rules. Note that you can’t edit a goal when it’s in a pending approval status.

Note:

Notes added to a discussion topic are visible in other check-ins, if that discussion topic is added to those check-ins. These notes are also called as progress notes. To view them, expand a discussion topic on the check-in page, and click View goal details for a goal topic, View progress notes for a skill or general discussion topic, and View competency details for a competency topic. The progress notes for skills and competencies are carried over only from check-ins that are created for the same assignment in the last 12 months.
After you add an open discussion topic from a previous check-in, you can view progress notes for that topic, if notes were previously added to it. This applies to a goal, skill, competency, or general discussion topic.
You can schedule only one check-in per day with your manager.