HR Creates Check-Ins

As an HR Specialist, you can create bulk check-in documents for employees in your organization.

Create Check-Ins for Group of Employees
Using the Create Check-Ins menu button on the Mass Actions Processes for Check-In Documents page, you can create check-ins for employees by specifying check-in details, manager type, employee population, and adding general discussion topics to the agenda.

Mass Actions Page

You can specify the population type, namely, employee, manager, or department, for creating a check-in. By default, check-ins are created for primary assignments only. To include all the assignments, uncheck the Only Primary Assignment option. 

Create Check-Ins for Individual or Group of Employees
On the check-in documents page, you can create check-ins for a group of employees using these mandatory search criteria: review period, template, check-in date, manager type, and employee. Optionally, you can also include manager or department in the search criteria.

You can create 13 check-ins at a time.

Create Check-In Page

An HR Specialist creates check-in documents to track performance, enhance engagement, align goals, ensure compliance, support development, and improve managerial effectiveness.

Steps to Enable

For details, see: How HR Specialist creates bulk check-in documents?

For details, see: How does a HR Specialist create check-ins for individual or group of employees?

Access Requirements

To create bulk check-ins as an HR specialist, you must be assigned a configured job role of ORA_PER_HUMAN_RESOURCE_SPECIALIST_JOB.