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Name: This will be the name of the Check-In Template. This will show to admins when they are searching through available templates to add to Performance Reviews.
Administrator Notes (optional): add any notes about this template that may help you and other admins organize this template.
Completion Instructions: These instructions will show to a manager when they first make a check-in. They should help guide the manager on how to complete the particular check-in, instruct them on what things to consider, and let them know what the expected process is.
Example: “Please complete the check-in below and then share this information with the associate. As soon as you acknowledge the form, the associate will be able to see the check-in in their profile.”
Associate Completed Instructions (optional):These show to the associate once a check-in has been submitted and is complete. This could have contextual information or instruct the associate on what to do now that they have this feedback to continue working on their performance.
Supervisor/HT HR Completed Instructions (optional): These instructions show to the manager and any HR team member once a check-in has been submitted and is complete. This could have contextual information or instruct the manager on what to do now that feedback has been completed to continue working with the associate.
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