Schedule a Check-In with Your Manager

You can schedule check-ins with your manager as often as you need using Touchpoints. When you schedule a check-in, you can add custom discussion topics and recommended topics. You can also modify the check-in at any time.

When scheduling a check-in, if you have multiple assignments that report to a single manager, you can select the assignment relevant to the check-in. If you have multiple managers, you can select the manager with whom you want to schedule the check-in. This includes matrix managers as well.

To schedule a check-in, go to Me > Quick Actions > Show More > Touchpoints, and select the Schedule Check-In option from the Actions menu.

To view recommended topics, click the View Recommended Topics button in the check-in. These topics are personalized suggestions related to the following and are displayed in the corresponding tabs:

• Insights – Relevant interaction topics that are recommended based on configured nudges.
• Goals – Performance goals from active goal plans whose review period end dates fall within the last 18 months. Also includes any active development goals.
• Feedback – Anytime feedback that you’ve received from your manager or others in the organization and made visible to you.

These topics are recommended to encourage you to keep your performance goals up-to-date and share job-related concerns with your manager.

When you complete discussing a specific topic during your check-in, you can mark it as discussed.

Note: You can schedule only one check-in per day with your manager.