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 scheduling a check-in, you can do these:

• 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.

When you schedule a check-in, the employee receives an email notification a few days before the check-in date, depending on the nudge configuration. They can then modify the check-in by adding their own discussion topics, or by adding notes to the existing discussion topics.

Note: You can schedule only one check-in per day with an employee.