Check-In templates can be created by Admins or Super Users. In some cases, managers may also have this ability, depending on account settings. While managers might be able to assign templates, creating them depends on whether this setting is enabled. It is recommended for your organization to define and communicate template creation responsibilities to the relevant stakeholders.
Creating a Check-In Template
Creating a Check-In Template
To create a Check-In template, navigate to Templates > Check-In and click the green plus sign in the upper-right corner of the templates page.
Fields in the Check-In Template:
Title: Provide a name for your template. This field is required.
Position, Department, Location: These are optional fields that serve as labels but do not restrict assigning the template to users outside the selected criteria.
Questions: The page initially displays three suggested questions. You can add custom questions or select ones from your question library. Use the + and - buttons next to the question fields to add or remove questions. A maximum of 10 questions is allowed.
Include Performance Objectives and/or Include Core Values: These options add tabs to the Check-In form, allowing employees to reflect on assigned objectives and core values. The tabs appear only if the employee has an active review in the Performance Review application with associated objectives and core values, as the Check-In app pulls this information from the Performance Review app.
Once all the appropriate fields are complete, click Save in the upper-right corner.
Assigning Check-In Template
Assigning Check-In Template
To assign a Check-In template, follow these steps:
Navigate to Template > Check-In.
In the Check-In Template section, click the three-dot menu next to the template title and select Assign Check-In Template.
In the Check-In Template tab, complete the following fields:
Frequency: Select the schedule on which the Check-In will auto-recur. If you choose a custom frequency, enter the number of days required between occurrences in the Days field.
Due Date Reminder: Set the date when the first Check-In will be due. Afterward, the due date will automatically adjust based on the recurring cadence set in the frequency. For more details on due dates and frequency, click here.
Notification Option: By default, employees receive Check-In email reminders seven days before their next Check-In is due. If your account has the Custom Due Date Reminder setting enabled, you may have the option to select a different value from the Due Date Reminder dropdown. For more information, click here.
After configuring the template, go to the People tab. Select the appropriate employees and confirm total number selected. Once confirmed, click Assign.
Important: Employees who already have an assigned Check-In will not appear in the People Selector. Since Check-Ins are recurring, it's possible that a previous Check-In has already been assigned to them. Visit this article to learn more about adjusting a user's current template.
Editing Check-In Templates
Editing Check-In Templates
To edit a Check-In Template:
Navigate to Templates > Check-In via the left navigation menu.
Click the three-dot menu next to the desired template.
Select Edit Check-In Template.
Make the necessary changes.
At the bottom of the page, you'll find a checkbox labeled "Update Questions for Check-Ins Using This Template." Selecting this option will apply your changes to all users with Check-Ins actively assigned using this template. If the option is left unselected, the changes will not automatically apply to existing Check-Ins.
Click Save to confirm your changes.
