Delete Future Scheduled Check-ins for Inactive Assignments

You can delete future scheduled Performance or Touchpoints check-ins for attendees (either the employee or the 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.

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 a parameter.
   • 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.
6. Submit the 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.