You can follow the steps below to enable check-ins on your account:
- Go to Configuration > Workflow and switch on the setting Enable two-step workflow with optional self assessment.
- Click on the Advanced tab and switch on Enable instant check-ins and Employees can set up their own check-ins (if needed).
- Then go to the Administration Centre > Form design to mark your check-in form(s) as quick review form(s). This is what tells the system to show them on the 'Start a check-in' pop-up:
Note: If your account is using Review Groups, you will need to toggle on your check-in forms for each group they should be available for in the Administration Centre > Review Groups tab > Forms that can be used at any time.
Managers and employees should now be able to complete check-ins on your account.
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