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Check-In - Page Customizations on Redwood

edited Jul 11, 2025 5:15PM in Performance Management 2 comments

Queries on Check-In template customization

We have added 2 questionnaires, 1 for the worker and 1 for the Manager in the below order

However, when the customer was trying to test the check in template, the manager questionnaire comes at the top and worker questionnaire at the bottom as below.

Kindly let us know if this can be re-ordered to show worker questionnaire at top and manager questionnaire at bottom.

Can we remove the toggle button “Mark as Done” from the page?

Can we remove or hide the agenda/discussion topic section as below?

What notifications do managers receive for Check-Ins once they are submitted?  Are there other notifications we can turn on for the manager to receive for the next step in the workflow?

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