Group Check-In Templates

How do I create a group check-in template?

How do I edit a group check-in template?

Create Group Check-In Template

1. Open the left navigation and click Coaching > Manage.

2. Select the Group Check-Ins tab and then Templates. 

3. Click the + Group Check-In Template button.

4. Complete the create group check-in template form.

Details

Name

The name of the template, which will be selected from a dropdown menu when a manager creates a new group check-ins.

Example: "Team Meeting Template"

Is Editable

Toggle determines if the managers are allowed to edit the template's agenda items within the group check-in.

Selecting Yes will allow the manager to add or remove agenda items.

Selecting No will lock the agenda items.

Managers

Select which managers have access to this template.

Allow all managers to have access to using the template, or choose custom and search for and select the specific managers who should have access to using the template.

Agenda

At least one agenda item must be added in order to save the group check-in template.

Item Type	Item Description	Employee View of Agenda Item
Content Block	Rich text editor that can provide information or context to the coaching agenda. It can be used to give more information about the meeting's focus, to provide company updates, or link 3rd party URLs.
Embed URL	Iframe a 3rd party website directly into the coaching agenda. Be aware that not all platforms allow 3rd party embedding. If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the  "Publish to web" share option rather than "Share with others". Learn more here.

5. Click the Create Template button.

Edit Group Check-In Template

1. Open the left navigation and click Coaching > Manage.

2. Select the Group Check-Ins tab and then Templates. 

3. Click the icon and Edit in line with the template you wish to edit.

4. Make the appropriate edits.

You may edit all of the same fields that were available during template creation.

If editing agenda items, at least one agenda item is required to save the group check-in template.

5. Click the Save Template button to save your changes.