- Touchpoints Questions and Answers
- How do I enable touchpoints check-in options?
How do I enable touchpoints check-in options?
Specify check-in options so that managers and employees can create, delete, and set check-ins as read-only or editable.
- Go to My Client Groups > Performance, 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 one or more options for a manager and employee in the Role actions
section as shown in this table.
Role Actions
Description
Create Check-In Employees or managers can create a check-in using this template. Delete Check-In Employees or managers can delete a check-in based on this template, but only the person who created the check-in can do so.
Make Check-In Read Only
Employees or managers can close check-ins based on this template.
Make Check-In Editable
Employees or managers can make a check-in editable again by reopening it.
- Click Submit.
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