How do I configure and access check-in notes for a competency in an employee’s performance document?

  1. Configure the Process step of your performance template and enable the Display Check-Ins check box.
    The competency with notes in a check-in should have the same review period as the performance document.
  2. Configure your check-in template and enable the Include in performance document check box.
  3. In the performance document that needs to be evaluated, expand the competency, and click Show competency info to view the Check-in progress notes region.