Check-ins are designed to be living documents and a user can only have one check-in assigned to them at a time. This means, when you need to change a user's template, you are editing the current check-in versus assigning a new one. This preserves the record of previous entries while allowing the user to interact with a new set of questions moving forward. We do not recommend deleting a check-in to assign a new template because this would erase all check-in data for this user.

If you are looking to make additional edits, such as changing the frequency of a user's check-in, visit this article.

The video below walks through the process of changing a user's check-in template. These changes can be made by an Admin, Super User, or the employee's manager (depending on your account settings).

The steps below only apply if a user already has an active check-in assigned. If you are looking to assign a check-in template for the first time, please visit this article.

Step 1: To change a user's current check-in template, you will need to navigate to Apps > Check-Ins in your lefthand navigation menu. Then click on the "Bulk Operations" icon in the upper right corner (next to the green plus sign).

Step 2: Next, select the user(s) you would like to update by clicking the check box next to the user's name. The same steps apply even if you are only going to change a template for one user. Then click the "Bulk Edit" button in the upper right corner.

Step 3: After clicking the "Bulk Edit" button, a menu will open with a drop down to choose the new template that you want to apply to the selected user(s). There is a warning message that states "Pending Check-Ins will be Auto-Submitted" below this field. This means, if a user has a Check-In drafted that has not yet been submitted, the partially answered questions will be auto-submitted when this template change goes into effect. This ensures that no work is lost when the template is changed. You will see this partially complete record in the normal check-in view with a disclaimer that this record was auto-submitted.

Step 4: Once you have selected the new template, click "Proceed" at the bottom of the menu. A confirmation menu will appear to ensure you are ready to make these template changes. Click the "I Confirm" checkbox and then click the apply button.

Now that the template has been changed, the employee will see these new template questions reflected when they initiate their next check-in. In addition, if they had a partially complete check-in drafted, they will see the auto-submitted response in their carousel view. This auto-submitted check-in will have a notice at the top of the view as shown below.

In addition, the user's manager will receive an email notification stating that these changes have occurred and a record was auto-submitted.

If you need further assistance with changing a template, reach out to our support team at [email protected].