Viewing check-ins by manager

As an administrator, you can view check-ins created by managers for their direct reports and review their details in a read-only format. You can also search and filter check-ins to find specific records using fields such as name, employee ID, title, type, meeting date, and status.

  1. Select Recognition.
  2. Click the Check-Ins tab.
  3. Select By Manager.
  4. Select a manager.
  5. Review the check-in records displayed in card view.

    You can see the employee's name, employee ID, title, type, meeting date, and status of the check-in.

  6. Select a check-in to view details.

    You can only view check-in information, pulse questions added by the manager, and agenda items including learning to do, goals, accomplishments, challenges, and tasks.