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Check Ins

in Performance Management 4 comments

Hi Everyone!

We are on 25B and have the Performance Management Redwood pages enabled. We wanted to explore the Check-Ins tool. So I created Performance and Touchpoint Check-In Templates in our Dev3 environment. I have checked the Template configurations, Admin Profile values, and Security roles. But I cannot seem to figure out how to launch/assign a check-in template from a line manager to an employee.

Does anyone how this is supposed to work? I am logging in as a line manager in our Dev3 environment. Navigating to My Team Tab—>My Team Tile—>Select the 3 dot action menu for an individual direct report, and there isn't an option to launch a check-in from there.

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