How do I configure and access check-in notes for a competency in an employee’s performance document?
How do I configure and access check-in notes for a competency in an employee’s performance document?
Configure the Process step of your performance template and enable the
Display Check-Ins check box.
The competency with notes in a check-in should have the same review period as
the performance document.
Configure your check-in template and enable the Include in
performance document check box.
In the performance document that needs to be evaluated, expand the competency,
and click Show competency info to view the Check-in
progress notes region.