Working with check-ins

  1. Sign in as Employee.
  2. Select My Engagement > Check-Ins or Engagement > Check-Ins.

    To view all your check-ins, click View More.

  3. Open a check-in record to view the date when it was recorded and what your manager wrote.

    or

    If the feature toggle is enabled, click the arrow icon on the Check-In widget, select a Check-in, and then click View Check-In.

    In preparation for your one-on-one meeting, your manager might have created entries in these areas:
    • Accomplishments, which lists your top contributions and accomplishments since the last check-in meeting. For example, deploying a new system or landing a new customer.
    • Open Challenges, which lists challenges that might be impacting your performance. For example, not enough communication on a cross-departmental project or difficulty scoping a project.
    • Open Tasks, which lists projects and assignments that are in progress. For example, an upcoming customer presentation with a goal to expand relationships.

    If the feature toggle is enabled, you can add agenda items and answer pulse questions.

    To add agenda items, select Agenda Items, and click Add for accomplishments, challenges, or tasks.

    To answer pulse questions, select Pulse Questions, and respond to the questions provided.

  4. View your Check-in Score, if this field has been enabled by your organization. Contents of this field depend on the scoring system that your organization adopted.
  5. Optionally, click Acknowledge to signify that you read the check-in.