Check-Ins Overview

Check-Ins allow managers to document one-on-one meetings with employees throughout the year outside of formal performance reviews. This feature helps maintain a record of conversations, feedback, and coaching discussions that occur between evaluation cycles.

Check-Ins are available to Managers and HR Admins, and employees can view Check-Ins if the Manager or HR Admin chooses to make them visible.

Jump to a section below to learn how to:

• check-ins-overview
• creating-a-check-in
• viewing-individual-employees-check-ins
• deleting-or-archiving-check-ins
• hr-admins-view-all-check-ins-across-the-organization
• check-ins-table
• check-ins-report
• manager-accessing-previous-check-ins-during-a-performance-review

Check-Ins Overview

Check-Ins allow managers to document 1:1 meetings with employees outside of official performance reviews. These records help track employee development, provide context during evaluations, and maintain documentation of ongoing conversations throughout the year.

Key details about Check-Ins:

• Managers and HR Admins can create and manage Check-Ins.
• Employees can view Check-Ins if the Manager or HR Admin makes them visible.
• Check-In notes and scores can be referenced during the Performance Review process.

Creating a Check-In

Managers and HR Admins can create Check-Ins for individual employees.

1. Navigate to People.

2. Click Profile next to the employee you want to create a Check-In for.

   

3. Open the Actions dropdown.

4. Click Create Check-in.

   

5. Select a template.
6. Enter the Meeting Date for when the Check-In occurred.
7. If desired, enter a Score.
8. Add Notes documenting the discussion from the meeting.

• Notes remain accessible to HR and Managers at any time.
• Notes can be referenced during the Performance Review process.
• If visibility is enabled, the employee will also be able to view the Check-In.

9. Click Submit to save the Check-In.

   

 

Creating a Check-In Template

HR Admins can create reusable check-in templates to standardize manager and employee check-in conversations across the organization.

1. Navigate to Check-Ins.

   

2. Click Check-In Settings.

   

3. Click + Add Template.

   

4. Enter the Template Title.

5. Enter a Template Description if desired.

   

Add Questions to a Template

1. Create the questions you want included in the check-in template.

   

2. Select the question type.

       Available question types:

• Text

  

• Multiple Choice

  

3. Continue adding questions as needed.

   

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Important Notes and Limitations

• Check-in templates can contain a maximum of 10 questions
• Only Text and Multiple Choice question types are supported
• Template descriptions are optional
• Check-in templates can be created and edited by HR Admins only

Viewing Individual Employees Check-Ins

Managers and HR Admins can view the full Check-In history for any employee.

1. Navigate to People.

2. Click Profile next to the employee you want to review.

   

3. Select Check-Ins.

   

From this page, you can view:

• The total number of Check-Ins recorded in the past 12 months
• The date the most recent Check-In was created
• The date of the most recent Check-In meeting

Note: Employees will only see Check-Ins that have been made visible to them by a Manager or HR Admin.

1. Navigate to dashboard and click on Check-Ins (if any are visible, the employee will be able to click on the Check-Ins box and see the results of the check-in.

   

Deleting or Archiving Check-Ins

Managers and HR Admins can remove Check-Ins when necessary.

1. Locate the Check-In you want to remove.

2. Below  Actions Select Delete.

   

HR Admins will see the option to Archive instead of Delete.

Restoring an Archived Check-In

If a Check-In is archived in error, HR Admins can restore it.

1. Navigate to Check-Ins from the left menu.

2. Select the Archived tab.

   

3. Locate the Check-In you want to restore.
4. Below Actions.

5. Select Restore.

   

HR Admins - View All Check-Ins Across the Organization

HR Admins can view all Check-Ins across the organization to monitor how frequently managers are documenting employee meetings.

There are two ways to view Check-Ins organization-wide:

• Check-Ins Table
• Check-Ins Report

Check-Ins Table

The Check-Ins table allows HR Admins to view and manage all Check-Ins in the system.

1. From the left menu, click Check-Ins.

   

From this page, you can:

• Search for specific employees
• Edit a Check-In you created
• Archive or delete Check-Ins under Actions
• View Archived Check-Ins
• Restore archived Check-Ins if needed

Check-Ins Report

The Check-Ins report allows HR Admins to analyze and export Check-In data.

1. From the left menu, click Reports.

2. Select Check-ins.

   

   

From this page, you can:

• Organize Check-In data by column
• Group report data
• Export the report as CSV or PDF

To group data:

1. Click and drag the two-line icon next to a column header.

2. Drop it into the grouping box next to the CSV and PDF export buttons.

   

Manager - Accessing Previous Check-Ins During a Performance Review

Check-Ins are a standalone feature, but they can be accessed while completing a performance review.

Managers can quickly review past Check-Ins to reference previous discussions during the evaluation process.

1. While completing an evaluation, click View Check-ins within the evaluation flow.

   

2. A new tab will open displaying all Check-Ins recorded for the employee being evaluated.

   

Managers can use these records to review past feedback, discussion notes, and meeting history while completing the evaluation.