Touchpoints: Create, Update Status, Delegate, and Sync Manager
Create a touchpoint for a user, change its status, delegate it to another manager, sync the manager, or delete it, from a touchpoint period.
Where do I manage touchpoints?
Go to Modules > Evaluation & Careers > Touchpoints, then open a period of a year cycle. The Touchpoints & Progress tab lists the users grouped by status. If you do not see Touchpoints in the menu, touchpoints are not active for your organisation.
The actions below are only available while the period is open.
How do I create a touchpoint for a user?
On a user's row without a touchpoint, select the Create Touchpoint icon.
How do I update a touchpoint status?
On the user's row, select Update Touchpoint Status. You can also find it at the top of the user's touchpoint page.
In Status, choose Self Evaluation, Manager Evaluation or Finished.
Click Update.
Changing the status updates the evaluation progress for that user.
How do I delegate a touchpoint to another manager?
Open the user's touchpoint page by clicking the user's name. If the name is not a link, the touchpoint page is not available for your organisation.
Select Delegate. The Delegate Evaluation window shows the Current Manager.
In Select Delegated Manager, choose the manager who should take over.
Click Update.
The delegated manager handles the evaluation on behalf of the current manager.
How do I sync the touchpoint manager?
On the user's row select Sync manager, or on the user's touchpoint page select Sync Touchpoint Manager.
Confirm the sync.
Use this when the touchpoint manager should match the user's current evaluation manager.
Can I delete a touchpoint?
Yes, while it is not finished. Select Delete touchpoint on the user's row or on the user's touchpoint page, and confirm.