Templates can be pre-configured and applied to save you time and ensure consistency in your Check In.
- Using the mega menu, navigate to the "App Settings"
- From the list of on the left-hand side, scroll down to "People" and select "Check Ins"
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⚠️ Please Note: Templates are created at an organisational level.
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- You will be redirected to the building page where you will be able to add questions, goals and core competencies for your template.
- Each section will allow you to add a description paragraph at the begining to help provide further clarification on its purpose.
Questions and Answer Options |
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Goals |
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Core Competencies |
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- Once satisfied, click Save in the top right corner.
- This template will now be available for selection when you are scheduling your Check In.
Other Related Articles
Navigating the Check-Ins landing page?
How to apply a check-in template?
How to complete a check-in as an employee?