How to add notes to a check-in

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Check-ins can be used to record notes between two people, this can be used to record ADEP's. First you will need to set up a check in series, once created you can start adding notes. 

1. Log into Cornerstone

2. Open the menu on the top right-hand side and select Performance -> Check-ins

3. Select the check in series you would like to add notes to - the employee will be listed on the left hand side and the date will be listed on the right hand side.

4. Each box will show a different topic to discuss and add notes to. The top line where it says Collaborate here will allow you and your employee to add notes 

The section where it says Add a comment allows you to add comments that your employee can see. 

You can add personal notes just for you to see by clicking on the clipboard in the top right-hand corner

5. You can turn notes into tasks with an assigned person/date by highlighting the text and then clicking on the tick 

Use the calendar icon to add a date and the person icon to assign it to someone. 

6. Once the check-in is completed you can click Mark as completed which will close the check-in. 

Note: Check-ins can be reopened

You can create a new meeting from this page by clicking on New meeting in the top right-hand corner.

Note: The date of the meeting will be created based on the frequency of the meeting created - e.g if it was weekly/fortnightly/monthly/as needed. 

 

 

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