How does an HR Specialist enable uploading and storing meeting transcripts?

Here’s how an HR Specialist configures the check-in template to upload and store 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. Specify a name for the template.
  4. Select an appropriate choice as active or inactive for the status of the template in the Status list.
  5. Enable the Upload meeting transcript option in the Transcript section.
  6. Enable the Store transcript in system option.
  7. Click Submit.