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

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

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

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 meeting, and then select the Continue button. You can only create a meeting with users who are within your permission constraints. Note: Search results may include inactive users. You cannot create check-ins with inactive users.

Note: If the selected participant currently exists in this meeting, a notification message appears. Select the View Existing series button to review the existing series.

  1. Select the button for the template you want to use in this meeting and click Continue. Click Details to view general information and topics for the template. You can only view and select templates to which you have access.

  1. Complete the meeting schedule:

  • *First Meeting Start Time and First Meeting End Time - Select meeting times for recurring meetings.
  • *Meeting Time Zone - Select the default time zone for this meeting. This is a required field.
  • *Meeting Location - Select a location for the meeting series. Add a link to a MSTeams or Zoom call or the name of the meeting room.
  • *Meeting Frequency - Select weekly or monthly recurrence options.
  • *End - Select to end the meeting series on a specific date. Options are On to end on a specific date, No End to continue indefinitely, or After to end after a specific number of occurrences..
  • *Email Invite - Check to send an Outlook calendar invite to both participant in the Check-Ins meeting series. The meeting invite is updated if there are changes to the meeting series. Email invites can be sent on desktop or mobile.

    *Complete these fields to send an Outlook calendar invite to participants when creating a new Check-Ins meeting series or for an existing series. Once the meeting is confirmed, the invite is automatically sent to the Outlook calendar for both participants. To enable Outlook calendar invites, See Check-Ins - Outlook Calendar Integration .

  1. Click Continue review the meeting details.
  2. Click Confirm to save the meeting.