Working with check-ins

As a manager, follow these steps to update check-ins.
  1. Select Engagement > Check-In Details or select Engagement > Dashboard.

    or

    Select Performance > Engagement > View Check-In Details.

  2. Select the name of an employee.
  3. To add check-in items, click Check In or click the plus icon.

    If the feature toggle is enabled, click Create Check-In to create a check-in.

  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. If the feature toggle is enabled, specify this information:
    Employee
    Provide the name of the employee.
    Title
    Provide the title of the employee.
    Type
    Select Casual or Performance.
    Date
    Provide the date of the check-in.
    Start Time
    Provide the start time of the check-in.
    End Time
    Provide the end time of the check-in.
  6. To add agenda items when the feature toggle is enabled, open a check-in, right-click and select Update, then go to Agenda Items. Click Add for accomplishments, challenges, or tasks.
  7. To add pulse questions when the feature toggle is enabled, open a check-in, right-click and select Update, then go to Pulse Questions. Click Add Question and select from the list.

    To delete a question, select a question from the list, then click Delete Question.

  8. Click Submit to make the check-in visible to the employee.

    Check-in statuses show the progress of a check-in. Draft means the check-in is newly created, Upcoming means the due date is approaching, and Overdue means the due date has already passed.

  9. After reviewing and finalizing all details, click Complete to mark the check-in as finished and moves it to the Completed tab.

    If additional updates are needed after completion, click Reopen.