Enabling check-ins

Check-ins are periodic meetings that allow employees and managers to track development and engagement throughout the year.

Follow these steps to enable and configure the check-in feature.

  1. Set configuration parameters.
    1. Select Administrator > Utilities > Customer Updates.
    2. Click Check For Updates.
    3. After all updates are applied, select Administration Console.
    4. Click the Configuration Parameters tab.
    5. For the HCM_Enable_Check_Ins parameter, set the Value to TRUE.
    6. Click Save.
  2. Set check-in preferences.
    1. Select Employee Engagement > Check-Ins > Set Up > Preferences.
    2. From the Default Engagement Period list, select a date. For example, a year or a quarter. This field determines the data that appears on the Employee Engagement dashboards.
    3. Specify the Check-In Needed Threshold. This field determines how long it takes for alerts to be displayed. For example, if the field is 7, and 7 days have elapsed since the last check-in, an alert is displayed by the employee's name.
    4. Select the check boxes for items to display on the dashboard. These items include check-ins, accomplishments, challenges, and tasks.