How do I create a Team Sync template?

Here's how a manager creates a Team Sync template:

  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 Use in team sync process option.
  4. Select an appropriate choice as active or inactive for the status of the template in the Status list.
  5. Specify the questionnaire rules in the Check-in content section.
  6. Click Add Row in the Eligibility Profile section to make the template available to eligible employees.
  7. Click the check box to make an eligibility profile required for the check-in template.
  8. Click Submit.