While configuring the check-in template, you can include skills, competencies and
questionnaire sections for workers and managers to be added as discussion
topics.
-
Go to , scroll to the Setup Maintenance section and click
Check-In Templates.
-
Click Add to create a new check-in template or search
for an existing template.
- Select the specific performance review periods from the Review
Periods list to associate with the template. You can choose the
All Review Periods or Specific Review
Periods options. The Select Review Periods
list list appears if you choose a specific review period. See Review Periods in Talent Management.
Note: Dissociating a check-in
template from a review period does not impact employees' existing check-in
documents.
- Select an appropriate choice as active or inactive for the status of the template in
the Status list.
Note: You can specify
or change review periods for an inactive check-in template. These review periods
will become effective when the template is activated later.
-
Choose appropriate talent profile, position profile, and job profile
competencies as discussion topics.
- Click Add Row in the Eligibility Profile section to make the
template available to eligible employees who meet one or more eligibility
criteria.
-
Click the check box to make an eligibility profile required among the set of
eligibility profiles you've selected.
Note: Ensure you schedule the eligibility batch process to
assign check-in templates to eligible profiles.
- Click Submit.
Once a check-in template is created, any changes made to it after it’s created
doesn't impact check-ins that were previously created from it. The changes made
will apply only to new check-ins created afterwards.
What to do next
You must run the eligibility batch process to determine eligible workers for check-in
documents using eligibility profiles. To do so, use the Eligibility Batch Process task
in the Setup Maintenance work area. See Run the Eligibility Batch Process.