Check-Ins - Create a New Check-In Meeting

Users can create a new check-in meeting, add participants, select a meeting template, add and modify topics, and schedule meeting dates.

To create a new Check-In, go to Performance > Check-Ins.

  • If this is the first time creating a check-in discussion, click the Get Started button on the home page.
  • If this is not the first time creating a check-in discussion, click the Create New check-in button on the home page.

Note: Your administrator can change the name of these buttons, so your button names may be different.

Create a New Check-In Meeting

  1. On the Create a new check-in page, search for and select the user you want to include in this discussion, and then select the Continue button. You can only create a discussion with users who are within your permission constraints.

  1. Select the appropriate template. Click Details to view general information and topics for the template. You can only view and select templates to which you have access.

  1. Click the Continue button.
  2. Review or edit your options. You can modify:
    • Check-In Name - Name of the check-in meeting. Enter up to 200 characters.
    • Check-In Description - Description of the check-in meeting. Maximum 1000 characters.
    • Meeting Frequency - How often you want to schedule meetings for this discussion. Options are As Needed, Weekly, Biweekly, Monthly, and Quarterly.

    You can also review the topics associated with this template.

  1. Click the Confirm button to create this check-in meeting.
  2. Select the date for the first meeting. Note: If the current date is selected, the meeting begins immediately.

The meeting and topic view opens. See Check-Ins - Manage Meetings and Topics.