How do I add suggested topics, performance, and development goals as discussion topics in 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. Choose a review period to associate with the template.
  4. Select one or more options in the Goals discussion topics and Suggested discussion topics sections of the Check-in Content area as shown in this table.

    Discussion Topics

    Description

    Add default discussion topics for performance goals Specify performance goals as discussion topics while scheduling check-ins.
    Add default discussion topics for performance goals

    Specify development goals as discussion topics while scheduling check-ins.

    Include AI related topics

    Use Generative AI to suggest topics tailored to the employee's job profile, position profile, and department.

    Include nudges

    Specify pending or overdue actions.

    Include open topics from previous check-ins

    Specify the number of past months to include as discussion topics.

  5. Click Submit.