Introduction to Touchpoints Template

Before you can schedule a Touchpoints check-in, you need to configure a Touchpoints check-in template using Performance Management and set it to active.

Some points to consider when configuring a check-in template:

• You can associate a performance review period with a check-in template. So choose an appropriate review period option from the Review Periods list.
• Click Eligibility Profile to make the template available to specific employees who meet the criteria.
• If your current template doesn’t have questionnaires, and you want to include them in future check-ins, you can’t edit the template. You must create a new template, add the questionnaires, and make it active.
• If your current template already has questionnaires configured and you want to change the questionnaires or exclude them from the template, you must configure a new template with these changes and make it active. You can’t edit the current template to make these changes.
• When you make a new template active, the earlier template will automatically become inactive. This inactive template will still show as “In Use” if any check-ins were created from it before.
• If questionnaires were included in the earlier template and are now excluded from the new template, any check-ins created based on the earlier template will continue to display those questionnaires. Only new check-ins created hereafter won’t display them. The same behavior applies to changed questionnaires as well. This applies to one-time check-ins and recurring check-ins (which include checks-in scheduled in the past and in future).
• Questionnaires can be marked as done, just like other discussion topics. When they're marked as done, they’re included in the completed discussion topic count in the Events and Interactions timeline.
• If you update the check-in template to remove skills as discussion topics, it won't remove existing skill discussion topics in check-in documents that are already created. But it won't be possible to create skill discussion topics in new check-ins.
• If you update the check-in template to remove competencies as discussion topics, it won't remove existing competency discussion topics in check-in documents that are already created. But it won't be possible to create competency discussion topics in new check-ins.

Note: Any changes made to a check-in template after it’s created doesn't impact check-ins that were created from it. The changes made will apply only to new check-ins created going forward.