Overview
Through the introduction of the Performance Management Module, users can create Check-Ins, which may be used as catch-up points between employees and their manager. This article explains how to create follow-up Check-Ins to continue conversations regarding employee performance.
Permissions
The permissions related to Check-Ins are:
- Manage Performance Reviews: Allows the user to manage the performance reviews and assign them to employees, units, or the entire company.
- View Performance Reviews: Allows the user to view the performance reviews.
More information on the permissions used in the Performance Management module can be found here.
Creating a new Check-In to follow up
After creating the first Check-In for an employee, additional Check-Ins can be created to follow up on the previous Check-Ins' actions. The steps to follow are below:
- From the Performance Management module, click on the Check-Ins tab to see the list of employees who have a Check-In scheduled.
- Click on the employee you would like to create a follow-up Check-In for. This will open the most recent Check-In scheduled. Click + Create Check-In in the top right.
- In the dialog box that appears, add the date of the next Check-In, then click Add Check-In.
- This will create the next Check-In. Once created, you can click on the <> buttons next to the date at the top to navigate between the current Check-In, the next one scheduled, or any historic Check-Ins.
- With the next Check-In scheduled, you can start to complete the agenda and any notes for the meeting. It will also show the action items from the previous Check-In still pending completion to help you keep on track.