Working with check-ins

As a manager, follow these steps to update check-ins.
  1. Select Performance.

    You can view the check-in created by the employee or your direct report.

  2. In the Engagement pane, click View Check-In Details.
  3. Select the name of an employee.
  4. 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.

  5. 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.
    Challenges
    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.
  6. 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.
  7. You can add agenda items when the feature toggle is enabled.
    1. Open a check-in.
    2. Right-click and select Update.
    3. Select Agenda Items.
    4. Click Add for accomplishments, challenges, tasks, goals, learning to do, and raves.
    5. Specify this information:
      Accomplishments
      This field is available if you selected Accomplishments in Additional Check-In Items.

      Click Add New Accomplishment or Add Existing Accomplishment to add employee accomplishments to the check-in.

      Click Update to edit the accomplishment details.

      Click Delete to remove the accomplishment from the check-in agenda items.

      Challenges
      This field is available if you selected Challenges in Additional Check-In Items.

      Click Add New Challenge or Add Existing Challenge to add challenges to the check-in.

      Click Resolve to approve the challenges linked to the check-in.

      Click Update to edit the challenges details.

      Click Delete to remove the challenges from the check-in agenda items.

      Tasks
      This field is available if you selected Tasks in Additional Check-In Items.

      Click Add New Task or Add Existing Task to add tasks to the check-in.

      Click Complete to confirm the tasks linked to the check-in.

      Click Update to edit the task details.

      Click Delete to remove the tasks from the check-in agenda items.

      Goals
      This field is available if you selected Goals in Additional Check-In Items.

      Click Add Existing Goal to link an employee goal.

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

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

      Learning To Do
      This field is available if you selected Learning To Do in Additional Check-In Items.

      Click Add Learning To Do to link employee learning tasks such as activities, development plan, checklist, and certification.

      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

      Raves Received
      This field is available if you selected Raves in Additional Check-In Items.
      Click Add Rave Received to link a rave received by the employee.
      Rave Received
      Select a rave from the list of raves received by the employee to include in the Check‑In's Agenda Items.

      Click Delete to remove the rave received from the Check-In's Agenda Items.

  8. You can add pulse questions when the feature toggle is enabled.
    1. Open a check-in.
    2. Right-click and select Update.
    3. Select Pulse Questions.
    4. Click Add Question and select from the list.
    5. Select a question, and then click Add.

      In the Question Library select list, only pulse questions with a Response Type of Rating Scale and List are available.

      Only questions with Check‑In selected in the Pulse Question Library Setup can be added to the Check‑In pulse questions.

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

    You can view the employee’s responses to questions with Rating Scale and List response types in the Check-In's Pulse Questions.

  9. 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.

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

    If additional updates are needed after completion, click Reopen.