How does an HR Specialist configure questionnaire responses?

Here’s how an HR Specialist configures the check-in template to hide questionnaire responses for a manager or employee when updating a check-in:

  1. Go to My Client Groups > Performance, scroll to the Setup Maintenance section and click Check-In Templates.
  2. Click Add to create a new check-in template or search for an existing template.
  3. Select one or more options for a manager and employee in the Check-in content section as shown in this table.

    Check-In Content Options

    Description

    Mark as done

    Allow a manager or an employee to set a questionnaire as done.

    Hide questionnaire from manager until mark as done

    Hides the worker questionnaire from the manager until it is marked as done in the check-in document.

    Hide questionnaire from worker until mark as done

    Hides the manager questionnaire from the worker until it is marked as done in the check-in document.

  4. Click Submit.