Automated check-in reminders can be set up to schedule check-in reminder emails to be sent a chosen number of weeks before a check-in is due. You can add as many reminders as there are weeks in the period. The reminders can be set to send to either employees, line managers or both.
As an employee you will receive the reminder if you have not completed a check-in for the period at the time the reminder is sent.
As a line manager you will receive the reminder if you have one or more employees that report directly to you that have not completed a check-in for the current period, at the time the reminder is sent.
If the reminder is set to send to both employees and line managers a line manager may receive 2 reminders, 1 reminding them of their own check-in and 1 for their direct reports check-ins.
Adding a reminder
Open Access Employee Performance from the Workspace 9 dot menu.
Select the Check-Ins tab.
Click Add Reminder.
Select the number of weeks before the check-in is due to send the reminder.
Select whether to send to employees, line managers or both.
Click Add Reminder.
Deleting a reminder
1. Open Access Employee Performance from the Workspace nine dot menu.
2. Select the Check-Ins tab.
3. Find the reminder to delete and click the Delete Reminder button.
Amending a reminder
If you have a reminder only set to be sent to either employees or line managers, you can update it to send to both by following the steps for Adding a Reminder for the type you wish to add.