Check-Ins - Administrator Overview

The Check-Ins tool is a continuous performance management tool to help organizations have ongoing and effective dialogs with their managers and teams to drive alignment, coaching, and continuous performance development.

This tool provides administrators with default check-in templates that can be created, modified, add and edit discussion topics, and provide discussion-guiding text.

Once templates are created, employees can use the Check-Ins tool to define goals and career development, as well as provide feedback to managers. Managers and end users can select an appropriate check-in type, such as a Goals check-in, complete or review the topics in the check-in, and establish a schedule for regular check-in meetings.

The Check-Ins interface is designed to be mobile-responsive, so it can be used on mobile devices.

Administrators can perform the following tasks when working with Check-Ins:

• Customize the Home page and Insights page - See Check-Ins - Customize the Check-Ins Main Page.
• Manage templates - Create and edit templates. See Check-Ins - Manage Templates.
• View and edit all check-in settings, add, reorder, and edit topics, and update notes as necessary.
• Manage the email digest - Sent notification emails for Check-Ins and Follow-Ups. See Check-Ins - Email Digest Management.

Contents

The following information is available within this folder. Click a link to navigate directly to the appropriate topic: