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Check-In Documents (Mentor/Matrix Manager)

edited Dec 19, 2018 5:47PM in Performance Management 2 comments

Summary

Mentor Initiated Check-In Document

Content

Hello!

We've been testing check-in templates and documents and so far have been able to work out how to get Line Managers and Employees to be able to interact with / create them.  I see how an employee can create one and then indicate which manager they will do a check in with (we have Line Manager and Mentor Manager types).

Has anyone found a way for an alternate Manager Type (Mentor) to be able to initiate the check-in document?

Thanks,

Jessie

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