First Check-in Period allows you to set when you want an employee to start having check-ins with their manager in Employee Performance. This can be useful for giving new starters a chance to get settled before requiring check-ins if they start near the end of a period for example.
If the First Check-in Period is not set or is set to a period that is in the future:
The employee is not included in the analytics dashboard.
The employee can create objectives in the Goals and Objectives app as usual.
The employee will not see a check-in due date.
The employee will not receive a check-in reminder.
To set an employee’s First Check-in Date, follow these steps. You must be an Employee Performance administrator.
Open the Employee Performance admin page using the nine dot menu in Workspace.
Click Admin, Users.
Select one or more employees.
Click Set First Check-In Period.
Select a period to be their First Check-in Period.
Click Save.
Clicking Select All will select all employees on the page displayed.
