Creating check-in
In Pay Suite you may create check-ins that allow you to set up a meeting with your direct manager or any other team member in the organization. The check-in functionality is meant for one-on-one conversations.
To create a check-in, proceed as follows:
In Passport > Check-ins click the Create check-in button located bellow the Actions required section.
Fill in the details about your check-in:
Select the Check-in type from the drop-down list.
In the Assign to section, type the name of the attendees you want to invite to this check-in.
Enter a Check-in title.
In the Subject section enter an overview of your check-in.
Click on Add discussion point button to create pointers for your check-in conversation.
Schedule your conversation by choosing the Date. You may make a recurrent check-ins by changing the state on the Add recurrence toggle.
Click Create to finish the process and send the check-in to your attendees or click Cancel to discard the changes.
After clicking Create you may also decide to add the check-in to your calendar. Click Download to obtain a ics. file.
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If a check-in is edited, it won't be automatically updated on Outlook calendar. It must be corrected separately due to Microsoft capability and security protocols.