Enabling check-ins

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

The redesigned Check-In page provides an enhanced and simplified experience for continuous performance engagement.

To enable the Improved CPE Experience feature, administrators must turn on the Improved CPE Experience (Check-In) toggle from the Feature Toggles and System Utilities page.

After enabling, managers and employees can access the enhanced and simplified Check-In page for improved engagement.

See Infor HR Talent User and Administration Library (Cloud and On-premises) and select Administrator > HR Talent Setup and Administration.

Check-in statuses include Draft for newly created check-ins, Upcoming when the due date is approaching, and Overdue when the due date has passed.

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 > Preferencesor Administration > Check-Ins > Preferences.
    2. From the Default Engagement Period list, select a date. For example, a year or a quarter. This field determines the data that is displayed 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. To enable Continuous Performance Management, click the Enable Continuous Performance Management check box.
    5. To configure agenda items, select the check boxes for items to be included in the Check-in record’s Agenda Items. These items include accomplishments, challenges, and tasks.
    6. To set up pulse questions, enable Include Pulse Questions in the Pulse Section.
    7. To schedule regular check-in meetings, enable Create Event On Calendar in the Meeting Calendar section to send meeting invites when you submit a check-in.