Delete Future Scheduled Check-ins For Attendees Inactive Assignments

You can now delete future scheduled Performance or Touchpoints check-ins for attendees (either employee or named check-in manager) with inactive assignments using the Delete Future Check-ins for Inactive Assignments scheduled process so that redundant check-in information isn’t stored.

Screenshot that shows the parameters section highlighted for the Delete Future Check-ins for Inactive Assignments scheduled process.

Parameters to Specify in the Scheduled Process

When the process runs, it checks if there are any scheduled check-ins after the employee’s assignment or the manager’s work relationship was made inactive. Check-ins identified this way are deleted along with any notes and associated questionnaires created for that check-in.

 This feature enables you to streamline check-in data and eliminate redundancy.

Steps to Enable

  1. Click Navigator > Tools > Scheduled Processes.
  2. Click Schedule New Process. Search and select the Delete Future Check-ins for Inactive Assignments process.
  3. In the Process Details dialog box, select the action. You can preview which check-ins will be deleted or update which will process the deletions.
  4. Select all check-in templates or specific check-in templates. For specific, you can select more than one check-in template.
  5. Select one of the parameters and submit the process:

Parameters

Description

Department

Specific department to which the employees belong.

Manager Person Number

Person number of a specific manager.

Worker Person Number

Person number of a specific employee.

Key Resources