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.
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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
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⚠️ Please Note: We advise creating templates for your most common Check-Ins to save you time. |
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Schedule Manually
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- 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
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- 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.
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- 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.
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⚠️ Please Note: Depending on your organsiation set up, this scale may differ slightly to suit your business needs. | |
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- Once you have finalised the check-in form, click save in the bottom right
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Other Related Articles
Navigating the Check Ins landing page?
How to create a check-in template?
How to apply a check-in template?
How to complete a check-in as an employee?