This article is for People First HR users only.
Overview
This article explains how you can record notes associated with talking points within check-ins.
Prerequisites
- You can only update check-in reports with those employees who report to you (you must be their line manager in the Org Chart).
- You must have employee self-service enabled.
Instructions
Follow these steps to add notes to talking points whilst conducting check-ins with employees:
- Select the employee to view their profile.
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Select the Progress tab:
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Select the Check-ins tab:
- Select
to expand the view.
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Select Start check-in:
After the check-in has started, the employee can add notes to the talking points.
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After the employee has added their notes to the talking point,the manager can add their comments into the Notes section:
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After the check-in is completed, any attendee can select Close check-in to close it:
Outcome
The check-in is completed, all details are stored from the employee and their line manager. Upon completion, the built-in AI tool summarises the contents of the check-in.
Related information
Updated