How does an HR Specialist enable uploading meeting transcripts?

Here’s how an HR Specialist configures the check-in template to enable uploading a meeting transcript to 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. Enable the Upload meeting transcript option in the Transcript section.
  4. Click Submit.