Working with check-ins

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

Alternatively, 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: 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: 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: Lists projects and assignments that are in progress. For example, an upcoming customer presentation with a goal to expand relationships.
• Open Goals: Lists your current goals.

  Click Add Existing Goal to link an employee goal.

  Click View Goal to open the record and view goal details.

  Click Delete to remove a goal from the check-in.

  Note: You can delete only the goals you added. Goals added by your manager cannot be deleted.
• Open Learning To Do: Lists learning tasks to the check-in such as certification, activities.

  Click Add Learning To Do to link learning tasks to the check-in, including activities, development plans, checklists, and certifications.

  Click View Learning To Do to open the record and view learning to do details.

  Click Delete to remove the learning tasks from the check-in.

  Note: You can delete only the learning tasks you added. Tasks added by your manager cannot be deleted.

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, tasks, goals, and learning to do.

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

Contents of this field depend on the scoring system that your organization adopted.