How do I add questionnaire and goals as discussion topics when scheduling a check-in?

Here’s how the questionnaire, performance and development goals are automatically added as discussion topics when scheduling 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
   Questionnaire	Specify a questionnaire for the employee and manager, or both.
   Allow manager to see worker’s questionnaire	Specify whether a manager can see their employees' questionnaire in a check-in.
   Enable scoring	Enable scoring for the employee and manager questionnaire.
   Allow worker to see own score	Indicate whether an employee can see their questionnaire score.
   Allow manager to see worker's score	Enable a manager to see their employees’ questionnaire score.
   Allow worker to see manager's questionnaire	Specify whether an employee can see their manager's questionnaire.
   Allow manager to see own score	Indicate whether a manager can see their questionnaire score.
   Allow worker to see manager's score	Enable an employee to see their manager’s questionnaire score.

4. Click Submit.