Enhancements to Team Sync Agent

Team Sync Agent empowers managers to oversee their teams with greater visibility, coordination, and efficiency. The Team Sync template helps to standardize recurring manager-team status discussions while reducing confusion between Team Sync discussions and check-in discussions in Touchpoints and Performance Management.

A manager can now use a specific template to collect recurring status updates from your team members, track ongoing work discussions, and address workplace issues in a timely manner. This template is specific for Team Sync and is different from the standard Touchpoints and Performance check-in templates.

Configure a Team Sync Template
To configure a check-in template, choose the Use in team sync option.

Note: Only one Team Sync template can exist at a time. 

When creating a Team Sync Template, you can specify a questionnaire for the employee, discussion topics, and eligibility profiles. 

Team Sync Check-In Template

Team Sync Check-In Template

Note: Employees can only provide status updates in Team Sync check-ins. They can't create Team Sync check-in documents.

HR Specialists and Team Sync Check-In Documents
HR Specialists can create bulk team Team Sync check-in documents for managers through the Mass Action Processes for Check-in Documents page for scheduling and managing team sync check-ins. HR specialists can also search and do mass actions on Team Sync documents.

HR Creates Mass Team Sync Check-In Documents

HR Creates Mass Team Sync Check-In Documents

Team Sync Documents Exclusions
Team Sync documents are excluded from the following pages:

  • Talent tab of Team Activity Center. 
  • Performance Spotlight. 

Business Benefit

  • Standardize recurring manager-led status update conversations 
  • Improve visibility into ongoing employee work discussions 
  • Separate operational Team Sync conversations from performance evaluations 
  • Simplify administration of recurring check-ins 
  • Support large-scale management of Team Sync documents through mass actions

Steps to enable and configure

For details on how a manager creates Team Sync template, see: How do I create a Team Sync template?

For details on how HR Specialist creates Team Sync template, see: How HR Specialist creates bulk check-in documents?

Tips and considerations

  • Only one Team Sync template can exist at a given time. 
  • Team Sync documents are excluded from Performance Spotlight and Talent-focused pages. 
  • Employees can update Team Sync check-ins but can’t create Team Sync check-in documents. 
  • Prior discussion topics in Touchpoints check-ins aren’t included in Team Sync discussions. 

Key resources

Access requirements

If you are using the seeded HR Specialist role (ORA_PER_HUMAN_RESOURCE_SPECIALIST_JOB), both Check-in Documents and Mass Action Process for Check-in Documents administration tasks are available automatically. However, if you are using a custom HR Specialist role, you must explicitly include the following roles:

  • ORA_HRA_MANAGE_CHECK_IN_DOCUMENT_BY_HR to access Check-in Documents administration task
  • ORA_HRA_PROCESS_MASS_ACTIONS_FOR_CHECK_INS to access Mass Action Processes for Check-in Documents administration task