Working with check-ins

As a manager, follow these steps to update check-ins.
  1. Select Engagement > Check-In Details or select Engagement > Dashboard.
  2. Select the name of an employee.
  3. To add check-in items, click Check In or click the plus (+) icon.
  4. Specify this information:
    Additional Check-In Items
    Select the check box for Accomplishment, Challenge, Task, or a combination of the three.
    Date
    Specify the date.
    Please enter information about your resource
    Optionally, specify additional information.
    Heartbeat
    Optionally, select a score.
    Accomplishment
    This field is available if you selected Accomplishment in Additional Check-In Items.
    Challenge
    This field is available if you selected Challenge in Additional Check-In Items.
    Task
    This field is available if you selected Task in Additional Check-In Items.
    Attachment
    Optionally, add an attachment. Browse to the attachment in the File field. You can specify the title and file type. You can remove an attachment that was added in error by opening the employee record on the Engagement Dashboard page, selecting the check-in, then selecting Remove Attachment on the All Actions menu.
  5. Click Submit.