Admin Scheduled Check-ins

Admins are the true champions of the cultural shift towards continuous conversation, so let's help you get there! If your organization is skeptical on Check-ins, don't wait for them to take action. Get the ball rolling and introduce Check-ins from a top-down approach. Admins can decide to roll out Check-ins to everyone or, to begin with, maybe just a select group to test the functionality. It's all up to you! Get buy-in from stakeholders, and you're one step closer.

Heads up!

If you are missing an employee in insights, they likely don't have a manager assigned. Without a manager, they have no one to check-in with! 

Take the plunge and start the schedule, you have two ways to go about creating check-ins. Admins can schedule from scratch or by using employee data. There are step-by-step directions below for both, so now you just have to choose...

Option 1: Start from Scratch

  1. Go to Dashboard, and select the InsightsCheck-ins Insights.mceclip0.png
  1. Select the Schedule Check-ins button in the top right-hand corner.
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  1. Add a title in the title field and choose a due date for this Check-in.
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  1. Add the participants you wish to take part in this Check-in by typing in their name...
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...and selecting the employee from the drop down.

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  1. You may also add employees from your team by selecting +MY TEAM, your extended team by selecting +EXTENDED, or your whole company by selecting +EVERYONE.
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  1. Select the x to remove employees.
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  1. Add topics to your Check-in by typing its title and press Enter. Add as many as you like :)
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  1. Remove topics by selecting x.
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  1. Notify all employees and managers taking part in this Check-in via email, just select the tick box shown below:
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  1. Select Preview Check-ins Email to get a glimpse into the email being sent to everyone in this Check-in.
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  1. Select Schedule Check-ins to verify the creation of your company's Check-In.
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Option 2: Use Employee Data

Schedule Check-ins allows you to sort employees in your company in order to make continuous feedback a breeze.

  1. Go to Dashboard, and select the InsightsCheck-ins Insights.
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  1. Here you can sort employees by tags, managers, or roles using the Filter by: tool
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  1. Select any number of employees with the tick boxes found on the left of their name.
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  1. Don't forget about multiple pages! Use the navigation in the bottom right-hand corner of the screen to scroll pages or increase employees per page.
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  1. To select all employees on the page you are viewing, select the tick box to the left of Name...
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...or select all employees on all pages by selecting the tick box next to Name and then Select all records.

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  1. Once you have your employees selected, select the Schedule Check-ins box above your employees on the left side of the screen.
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Filling out Check-ins from here is identical to the setup in creating Check-ins From Scratch. If you've been with us since the beginning, it's not deja vu, this should look familiar...

  1. Add a title in the title field and choose a due date for this Check-in.
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  1. No need to add participants, you've already done that when sorting through your employee data earlier. The option is still available, so no harm in reviewing and editing as you see needed! Add users by typing their name...
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...and selecting the employee from the drop down.

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  1. You may also add employees from your team by selecting +MY TEAM, your extended team by selecting +EXTENDED, or your whole company by selecting +EVERYONE.
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  1. Select the x to remove employees as you see fit.
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  1. Add topics to your Check-in by typing its title and press Enter. Add as many as you like :)
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  1. Remove topics by selecting x.
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  1. Notify all employees and managers taking part in this Check-in via email, just select the tick box shown below:
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  1. Select Preview Check-ins Email to get a glimpse into the email being sent to everyone in this Check-in
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  1. Select Schedule Check-ins to verify the creation of your company's Check-In.
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