Check-Ins Home Page

Use the Check-Ins home page to view and manage meetings and follow-up action items.

From the Check-Ins home page, you can perform the following tasks:

Note: The home page is configurable by your administrator, so the content may vary. If your home page is titled Insights, See Check-Ins Insights Page.

To access the Check-Ins Home Page, go to your organization's home page and select Check-Ins.

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

Check-Ins Icons

The following icons are always visible on this page:

Check-Ins Menu- Click this icon to return to the Check-Ins Home Page.
Search- Locate people with whom you want to start a check-ins discussion, search for participants in current discussions or search for previously conducted Check-Ins with participants who are inactive or no longer work for the company. You can also locate participants from archived conversations. Note: You cannot create check-ins with inactive users.

 

People Sidebar- Displays all participants with whom you had a Check-In discussion. Click any member to view their meeting dates, archive a meeting, or create a new check-in discussion. Participants are filtered as follows:

Users can view everyone they have an active Check-In with ordered by last date modified.​

Welcome/Instructions

This area may contain welcome information or instructions.

Upcoming Tab

The Upcoming tab provides information about the status follow-up action items assigned to you. Incomplete Follow-Ups are color-coded based on the due date:

  • Red - Past the assigned due date
  • Yellow - Due within seven days
  • Black - Any follow-up that's incomplete, regardless of due date

Only meetings that are scheduled in the next seven days display. If no meetings are scheduled in the next seven days, a "You have no meetings planned for the next 7 days" message displays.

Click any follow-up number to open the Follow-Ups flyout where you can change the status of an action item.

Past/Recently Modified Tabs

The Past and Recently Modified tabs provide information about past and recently modified Check-In meetings.

  • Past tab - Displays meetings that occurred in the last seven days. If no meetings occurred in the last seven days, a "You haven't had meetings for the last 7 days" message displays.

  • Recently Modified tab - Displays meetings that were modified in the last seven days. If no meetings were modified in the last seven days, a "You have no recently modified conversations" message displays.

Each tab contains the following information:

  • The name of the user who created the Check-Ins meeting.
  • The type of meeting, such as a Goals Check-in.
  • The frequency of the meeting, such as weekly or monthly.
  • The date of the next meeting.

Note: The Recently Modified tab does not include the date of the next meeting. Instead, it contains the date of the modification.

Click on any Check-Ins meeting to view or add new meetings or manage meeting topics. See Check-Ins - Manage Topics .

Create New Check-In

Click Create new check-in to create a new Check-In discussion and add participants, meeting dates, and topics. See Check-Ins - Create a New Check-In Meeting .

Getting Started Tips

This section may provide helpful micro-learning videos. Click any video to view it.

View Check-Ins

Mobile users can use the View Check-Ins link to access the people bar to select a person and view the appropriate check-in. Note: The View Check-Ins link is not visible if a user has no existing check-ins.