Completing an Employee Check-In

Created by Daniel Price, Modified on Mon, 31 Aug at 2:15 PM by Daniel Price

Check-ins let you and your reviewer track how things are going, share updates, and flag anything you need support with. This article shows you how to complete and submit a check-in as a team member in Your HR System.



Before you start

Your reviewer will need to have created and assigned the check-in to you first.

1. Open your pending check-ins

From the Home dashboard, you'll see a list of your pending check-ins, along with the reviewer, when each one was created, when it's due, and its current status.


2. Start the check-in

Find the check-in you want to complete and click Fill Out Check In.


3. Answer the scale question

Click the face that best reflects how you've been feeling since your last check-in. NOTE: This question may also appear as a Traffic Light or open ended text format depending on how the reviewer set this up.


Optional: Click Anything to add? to include more detail about your answer.


4. Answer the open-ended questions

Type your responses directly into each open-ended question field.


5. Save or submit your check-in

Click Save if you'd like to finish it later, or click Save & Submit once you're ready to send your responses to your reviewer.


⚠️ Important: Once you click Save & Submit, your reviewer will be notified by email and can start reviewing your responses.

Leaving comments

After a check-in has been submitted, both you and your reviewer can leave comments on it. Type your comment in the field provided and click Add Comment to post it.


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