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      How to create a check in template?

      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"
      • From the dropdown, select "Templates" 
      • Here, you will be able to see a full list of all Check In Templates available in your organisation. 

      ⚠️ Please Note: Templates are created at an organisational level. 

      • To create a new template, click "Add New Template" on the right
      • You will be prompted to add a title for your template and click Save to begin building your template out. 
      • You will be redirected to the building page where you will be able to add questions, goals and core competencies for your template. 

      Screenshot 2025-01-28 at 12.27.40

      • 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 
      • Reponse types include Text; Number and Rating 
      • You can opt to lock a question which means no one else can edit or delete this question from the template. To enable this, tick the "Locked" checkbox. 

      Goals
      • This will be marked as achieved or not achieved so keep this in mind when wording them.

      Core Competencies 
      • All core competencies have been preconfigured in the App Settings. You can find out more information here. 
      • These can be selected from the dropdown menu. This is a multi select option
      • There is no limit to the number you can add. 
      • 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 create a check-in? 

      How to apply a check-in template?

      How to complete a check-in as an employee? 

      How to review the check-in as an appraiser? 

      How to add core competencies?

      How to edit the Competency Scale?