Check-Ins Slack Integration

With this release, Check-Ins is integrated with Slack. Now, users can receive Check-In meetings and Follow-Ups notifications on Slack and click a link to take action, even if not actively logged into Check-Ins.

Users will receive a daily, automated notification that includes information about their scheduled meetings for the day and any overdue or upcoming follow-ups. If a user has no notifications for the day, they will not receive an update.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Create

Grants ability for the user to create and update Check-Ins. The permission constraints determine with whom the user can create Check-In discussions. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Subordinates, User's Direct Reports, User's Self, User's Manager, User's Superiors, and Employee Relationship. Users with constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who is not part of the constraints, but can still view and update any Check-In in which they are a participant.

This is an end user permission.

Note: Permission constraint to Employee Relationship grants permission to dotted line or secondary managers to create Check-Ins with users that report to them in the matrix structure. A constraint "Restricted to Employee Relationship: Detail Supervisor" means that the Detail Supervisor can create a Check-In with their indirect subordinate but the indirect subordinate cannot create a Check-In with their Detail Supervisor.

 Performance

Enable Slack Integration

Administrators can access the Slack Learning in the Flow integration in the Edge Marketplace.

See the Slack Learning in the Flow Edge Integration Guide.

Notifications

The Slack integration provides the following notifications:

  • Upcoming meetings - Both participants will receive a notification the morning of the meeting. If the user has multiple 1:1s in a day, the participants’ names will be listed in alphabetical order.​ Clicking the meeting name opens the Check-In meeting.
  • Follow-Ups
    • Due Soon - The participant assigned the follow-up is notified of the total number of follow-ups due in the next seven days. Users are also notified of past due follow-ups. If the follow-up is unassigned, both participants in the Check-In series receives a notification. Clicking on the follow-up opens the Follow-Up flyout where users can view their information.
    • Overdue - The participant assigned the overdue follow-up will receive the notification. If the follow-up is unassigned, both participants in the check-in series will receive a notification.
  • Note: Check-Ins Insights must be enabled to view the follow-ups flyout. If Check-Ins Insights is not enabled, clicking on the follow-ups link will redirect the user to the homepage. See Check-Ins Insights Page.​

    • Considerations

    Users receive Check-Ins notifications along with existing learning notifications if they have active Check-Ins. This cannot be turned off.

    Implementation

    This functionality is automatically enabled for all organizations using the Performance Check-Ins module.