Schedule a Check-In with Your Employee
Regular check-ins helps employees discuss concerns and share sentiments in a timely manner so that managers can address them effectively. You can schedule check-ins with your direct reports and dotted-line reports.
To get started, click the Employees tab on the Touchpoints landing page and select an employee. Next, select the Schedule Check-In option from the Actions menu, or click the Schedule Check-In button, if it appears as a recommended action in the Recommendations for you panel.
- When an employee has multiple assignments, you can choose the assignment that you want to discuss during the check-in.
- Build an agenda that suits your needs.
- Add your own discussion topics or choose from a list of recommended topics. To view these recommendations, click the View Recommended Topics button.
Recommended topics are of three types, displayed across tabs:
- Insights topics, which encourage you to have discussions
about interactions or goal-related scenarios applicable to you and the employee. For
example, if you haven’t given feedback to an employee for a long period of time, or
if the employee has a goal that's not started even past the goal start date, these
tasks appear as recommended discussion topics.Note: The Insights topic recommendations appear only for direct reports. They aren't available for dotted-line reports.
- Goals topics, which include performance goals from active
goal plans whose review period end dates fall within the last 18 months. The tab
also include active development goals.Note: When you want to add a performance goal to a check-in, it’s added to any existing check-in that’s coming up within the next 7 days. If there's no check-in coming up, the performance goal is added to a new check-in.
- Feedback topics, which include anytime feedback given to the employee that you can add to the check-in for relevant discussions.
After you add these topics to the check-in, you can do the following:
- Add notes to the topics
- Delete the topics
- Mark completed topics as discussed
Any note that you add to a discussion topic is retained only in that check-in. If you add the same discussion topic to a new check-in, you can add a new note on that topic.
The number of topics marked as Not Discussed and the total number of topics in the check-in are indicated in the cards displayed on the Events and interaction timeline.