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 be advised that the templates will be 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
- Click Save
- You will be redirected to the building page where you will be able to add questions, goals and core competencies for your template.
- Once satisfied, click Save in the top right corner.
- This template will now be available for selection within your Check In view
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