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Consolidation of Check-In

  1. To create a check-in, select the check-in option from the performance menu.
  1. Click on the New Check-in button.
  1. On the next page, type the name of the user for whom you want to create a check-in and select the template.
  1. You can add the sections and items to the template by clicking on the ‘+Add Section’ and ‘Add items’ respectively and click on the ‘save the agenda’ button.
  1. Add the required comments and metrics for each item and click on the ‘Save and Submit’ button.
  1. Once both the users have completed the check-in. The option to consolidate checkin will be available to the one who created it. Click on the ‘Consolidate Check In’ button.
  1. Once consolidated, both the user’s reporter and reportee will be able to see the final results of the Check-In.

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