Check-ins are a simple way for everyone in your organization to stay on top of their goals. They also encourage transparency and reflecting on progress via Reflections (if enabled).
In this article:
Key benefits of using Check-ins:
Achieve more of your goals.
Our Check-in feature has proven to boost goal attainment.
Spend less time updating goals.
People using Check-ins save more than 1 working day a year.
Keep everyone in the loop on your progress.
Regularly sharing how you're progressing keeps everyone informed.
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.
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.
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