Monthly check-ins are a cornerstone of continuous performance management. They're a dedicated space for employees and supervisors to catch up on work, provide feedback, share development ideas and progress on objectives.
Having regular one-to-ones means you'll get timely feedback about your performance and have the opportunity to raise issues when they matter most. It's also a good touchpoint to update the progress of your objectives and ask for help with anything that's going off track.
It'll take a few seconds to add this to your account, and you'll be taken straight to the app to get started.
All of the pre-built questions and states are installed and ready to go. You can use the app right out of the box! To skip the customization, jump to step 4 and set up your app participants and permissions.
If you do want to configure the Check-In process to add your own questions and states, click the Template menu, then Edit template.
Elements are your individual form fields that make up your Check-In process. Whether they're text questions, display-only fields or date and time selection, every element can be changed to suit your custom process and company culture.
Reordering is super easy - you just click and drag to change the element or section order.
At the bottom of each section, click Add element and select the element type you want to insert.
A new element that's useful to add to your first section is a display-only Description or Rich-text area. You could use this to remind employees and managers of your organization's policies regarding check-ins, or give instructions on how to complete them.
States are the steps in your Check-Ins workflow, and each state has its own participant. The draft 1-1 is one state and the employee is the participant, with the confirm 1-1 and document 1-1 state the supervisor is the participant.
There's no limit to the number of states you can add to your Check-Ins workflow, allowing you easily create a complex process where different stakeholders can participate. You can also control the visibility of sections (and individual elements!) in every state, and select whether they are read-only, editable or hidden to the selected state participant.
In this example we are going to add a section where the Check-In will be signed off by a senior manager. We are going to create a state for this section so that we can define the senior management participant and allow them to approve or reject the outcomes of the 1-1 check-in. This is going to be visible to all members in the other states so that they know if they check-in has been signed off or not. Finally, we want the senior manager to be able to read the employee and manager responses so we will make sure to mark all other sections as read-only, and make the senior manager approval editable in the appropriate state.
Every state has a default status flag that indicates to all participants what stage of the process their item is in. Your Check-Ins app is set up with default status flags which you can customize.
It's a good idea to delete any unused status flags so that they don't clutter up your Item filter once your Check-Ins are underway.
Participants are the individuals involved in the Check-In and each state has one participant. To automate your Check-Ins you can create default participants based on your account Relationships, define an individual as the state participant, or leave these blank to allow the employee to select all participants in their Check-In.
Setting up your participants based on relationships means that when an employee's check-in is opened, all of the people who need to be involved in the workflow are automatically assigned.
Here we're going to set our default relationship for the Manager role so that it automatically fills the Manager participant with the employee's direct supervisor.
As you can see there are two different participants in the Check-In process and you can control who can see the data at every step. Visibility defines whether a participant can see the information only in the state that they own (limited visibility), or in all states (full visibility).
By default, all participants (both employees and supervisors) have full visibility because we want them both to be able to see the date, time and comments section of the Check-In.
However, if you wish to change a visibility level, click the drop-down next to the participant name and choose Limited or Full visibility.
Click Save changes to lock in your updates.
Next you need to decide who can create, edit and/or view all the Check-Ins in your account. To do this, we use Permissions.
Permissions control the access to your app within your PeopleGoal account.
For Check-Ins we'd recommend you set the permission to Create only. This means employees can create Check-Ins for themselves but can't see any colleagues' Check-In information.
The user who installed the Check-Ins app template has Owner permission by default, and can assign specific permissions to other teams or users. Specific team and user permissions supersede the default permission type.
You might want to give "Create and view" permission to your C-Suite, so that they can see all Check-Ins for all employees but not change the app settings or edit meetings that they're not a participant in.
Nearly ready to launch! The last step is link individual employee goals to the Check-In process by following these simple steps. This is optional, so if you wish, procede directly to step 7.
Before you start, ensure that the employee has input their goals into PeopleGoal, and that they have been approved by the Goal Approver. This can be done with the SMART goals app template which can be downloaded from the app store, or found in the Performance workspace under Goals. Alternatively, you may wish to link to the OKRs (Objectives and Key Results) app which can be accessed and linked in the same way.
Once this has been done, you can easily link either app to the Check-Ins process.
You're ready to roll! All you need to do now is kick off the Check-Ins process for your employees. You can either schedule these for individuals or have users schedule them for themselves.
We know that every company has its unique ways of working, and the metrics you want to analyze with employee manager check-ins are different to any other organization. We capture every single data point from your check-ins app in the Data table, to help you to build custom reports and automated charts. Head over to our Reports building article to learn how to create custom reports and analytics tracking.
Once you've got your Check-Ins process up and running, take a look at other apps you can install within your Performance workspace. We'd recommend implementing a performance review to discuss employee progress and 360 feedback to gather insights from peers, colleagues and supervisors. You'll find all these and more in our App Store.