How to create a Check In?

• Navigate to Check Ins using the mega menu 

• The Check In Queue will be your default view 

• In the top right of your screen, select "Create Check In"

• You will be redirected to a pop-up where you can build/customise your Check In with questions, goals and core competencies. 

• You will notice a dropdown top left of the pop-up "Apply Template", where you can select pre-configured templates which will include set questions, goals and competencies. 

• To manually create the "Check In" without using a template, first, give it a Title

• The appraiser field will auto-populate to the person creating the "Check In", you can change this by clicking on the current name and selecting the new name from the dropdown menu
• You can set the "Stage" to send the check in after a period of time, if appliable 

• Add the employee who will be receiving the "Check In" form 
  • You can select the date and time of the check-in 
  • If this check-in is being carried out remotely, you can also add a meeting URL, if applicable

• Next up will be the check-in form content

Please keep in mind that there are default questions that will appear regardless of whether a template has been selected or not.

• Click "Add Question" and manually type the questions you want the employee to answer.

• Select the answer type for your question from the dropdown menu. 

• Next, you will need to create the goals for the employee. The employee will be able to select either "achieved" or "not achieved" on each of the goals entered. 
• Lastly, you will need to add the core competencies where the employee will be able to respond using a Likert scale.

• The core competencies have been pre-configured in the "App Settings" and can be added to the form using the dropdown menu

• Once you have finalised the check-in form, click save in the bottom right

• The employee will receive a notification on Alkimii to inform them of the check-in and that the form is pending their action.