How do I create a Team Sync template?
Here's how a manager creates a Team Sync template:
- 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 Use in team sync process option.
- Select an appropriate choice as active or inactive for the status of the template in the Status list.
- Specify the questionnaire rules in the Check-in content section.
- Click Add Row in the Eligibility Profile section to make the template available to eligible employees.
- Click the check box to make an eligibility profile required for the check-in template.
- Click Submit.