How to review the check in as an appraiser?

  • The employee has filled in the Check In information prior to the Check In meeting. In the "Check In Queue" this will display the date of completion in a green bubble. 
  • On the day of the check in, you can locate this form within the "Check In Queue" and under the actions column select the tickbox icon to "Perform the Check In" 

  • You will be redirected to a new screen to review the check in and add your feedback
    • review the answers and discuss these answer with the employee 
    • assess if the employee achieved the goals 
    • score the employee against the core competencies
    • Add any other feedback. You can choose if you want this share this feedback with the employee or keep note for reference in future. 
  • Once the appraiser has completed their feedback, they will have the option to either just save the check in OR they can save and schedule the next check in, in advance. 

  • If you opt to "Submit and schedule", you will be redirected to the check in builder pop up to either create the check in manually or apply a template adding any additional questions, goals or core competencies you would like to review with the employee on their next check in.