Create a Check-In Template

Before you can create check-in documents, you must have check-in templates available in the application.

When you create check-in templates, you determine these features of check-in documents:

• Associate check-in documents with specific performance review periods or all review periods.

• Include discussion topics for performance goals, development goals, questionnaires, or general discussion topics.

• Make the template available to employees by specifying one or more eligibility profiles.

Follow these steps to create a check-in template:

1. Go to Home > My Client Groups > Performance, scroll down to the Setup Maintenance section and click Check-In Templates.

2. Click Create to create a new template.

3. Enter a name for the template, and add comments, if any.

4. In the From Date and To Date fields, specify the period during which an employee or manager can create check-in documents from this template.

5. From the Review Periods list, select specific performance review periods or all review periods to associate with the template.

   Note:

   • If you dissociate a check-in template from a review period, there's no impact on employees' existing check-in documents.

   • You can specify or change review periods even if a check-in template is inactive. These review periods will come into effect when the template is activated later.

6. From the Status list, select whether the check-in template is active or inactive.

7. Select Include in Performance Document to automatically include a check-in document created from this template in a performance document.

8. Select one or more options in the Check-In Content section, as shown in this table.

   Check-In Content Options	Description
   Development goals	Employees or managers can create discussion topics for their active development goals in the check-in document.
   Add default discussion topics for development goals	Automatically creates discussion topics for active development goals in the check-in document.
   Performance goals	Employees or managers can create discussion topics for their active performance goals in the check-in document.
   Add default discussion topics for performance goals	Automatically creates discussion topics for performance goals in the review period in the check-in document.
   General discussion topics	Employees or managers can create general discussion topics in the check-in document.
   Questionnaire	Specify a questionnaire for the employee or manager, or both.

9. In the Eligibility Profile section, you can make the template available to eligible employees who meet one or more eligibility criteria. Click Add Row, and select one or more eligibility profiles. Select Required to make an eligibility profile required among the set of eligibility profiles you've selected. For example, if you want only Sales employees who are either in the UK or the US to create check-in documents, add the Sales, UK, and US eligibility profiles to the template, and make the Sales eligibility profile as Required, but not the UK or US profiles.

   Note: Ensure you schedule the eligibility batch process to assign check-in templates to eligible profiles.

10. Click Save and Close.