Check-ins are regular conversations between managers and employees and can cover current work, progress on objectives, feedback on performance and general well-being. These are designed to be quick and less formal than a standard review.
They can be started by managers (or employees, if enabled) at any time and this can encourage employees to take greater ownership of their performance management. Some organisations encourage their employees to have monthly check-ins with their managers.
Check-ins are based on a 2-stage workflow. This workflow allows managers and employees to complete their parts of the check-in simultaneously. For more information, please see our help page on the difference between check-ins and reviews.
Check-ins are an opportunity for either side to raise any concerns or address any issues that relate to the team, the business or the outside world. For this purpose, Appraisd has three default check-in forms - one on current work, one on general well-being and one aimed at those working remotely.
Enabling check-ins on your account
You can follow the steps below to enable check-ins on your account:
- Go to Configuration > Workflow and switch on the setting Enable two-step workflow with optional self assessment.
- Click on the Advanced tab and switch on Enable instant check-ins and Employees can set up their own check-ins (if needed).
- Then go to the Administration Centre > Form design to mark your check-in form(s) as quick review form(s). This is what tells the system to show them on the 'Start a check-in' pop-up:
Note: If your account is using Review Groups, you will need to toggle on your check-in forms for each group they should be available for in the Administration Centre > Review Groups tab > Forms that can be used at any time.
Managers and employees should now be able to complete check-ins on your account.
If you would like to enable check-ins and want some more information on how to do so, please do not hesitate to contact us via chat or email us at firstname.lastname@example.org
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