Check-ins are the ideal way for employees to share their wins, challenges, and progress with their managers and co-workers.
Regular Check-ins help your people achieve more goals, improve 1:1s with their managers, and remove recency bias from their performance reviews. All it takes is ~5 minutes per Check-in!
How to set up Check-ins for your organization
All your Check-ins settings are bundled into a new section in Configure called Check-ins.
Choose from Weekly, Every two weeks, or Monthly.
We recommend Weekly.
Note that you can still adjust the update frequency per goal.
Choose the day when everybody’s Check-ins are to be submitted by.
The deadline is always set to the end of day for the selected day. End of day is based on your timezone setting.
Check-in due reminder
Choose the hour that the progress reports will be sent out the day after Check-ins are due.
Customizing your Check-in form
If you don't want to use one or more of these features, go to Configure > General > Features to toggle these on/off or to customize your Reflections.
The next step is to make sure that managers regularly review Check-ins of their direct reports. This helps them save time, be better managers, and deliver results that matter.
If Check-in reminders aren't received via email, check your personal notification settings to see if Check-in reminders are enabled. Then check your spam folder.
If Reflections are enabled, all users are expected to check in — even if they don't lead any goals.
You can update progress either individually or through Check-in, If you update progress for each goal individually, it will not register as a Check-in. In order to register as a Check-in you need to use the Check-in feature.
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email email@example.com.
Find helpful videos in the How to get the most out of your Perdoo account playlist!