How to schedule a Check In?

Create a Check In form manually or apply pre-configured templates to streamline your Check Ins process.

• Navigate to Check Ins from the menu. The "Check In Queue" will be your default view. 

• You have two ways to schedule a Check-In:

  • Option 1: Click "Create Check-In" in the top-right corner of the Check-In Queue.
  • Option 2: In the "Schedule Check-In" view, find the employee you wish to schedule and click the calendar icon in the Actions column.
• You will be redirected to a pop-up where you can build and/or customise the form with questions, goals and core competencies. 

Schedule using Templates  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. For help creating a "Check In" template, please click here!
⚠️ Please Note: We advise creating templates for your most common Check-Ins to save you time.
Schedule Manually  Add a Title to your Check In Form - this could be Job Chat or Wellbeing Check The remainder of the steps will be the same across both methods.

• The appraiser field will auto-populate to either the person creating the "Check In"or the employees Report To contact if you have opted to schedule a check in via the calendar icon. You can quickly 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 you will build the check-in form content. If you have opted to use a template this form will populate the questions, goals and core competencies which have been pre-configured. However, both methods will allow you to add more to the content. 

• 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 the competency scale.
⚠️ Please Note: Depending on your organsiation set up, this scale may differ slightly to suit your business needs.
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.