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 the following 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. Goals with no target completion dates are displayed first, followed by goals with target completion dates in descending order.
  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.
• Competencies, if they’re configured in the check-in template. You can select active competencies from the employee’s profile and add them to the check-in as discussion topics.
• Skills, if they’re configured in the check-in template. You can add attained and developing dynamic skills from Skills Center to the check-in as discussion topics.

Note: If questionnaires are configured in the check-in template, they’re added by default as discussion topics. Questionnaires might be present for both workers and managers, if they’re configured in the template.

After adding these topics to the check-in, you can do the following (before you schedule the check-in):

• Add notes to the discussion topics.
• Delete the topics that you just added.
• Click the skill chip to rate the skill and view or invite endorsements for the employee on that skill.

Note: Notes added to a discussion topic are visible in other check-ins, if that discussion topic is added to those check-ins. These notes are also called as progress notes. To view them, expand a discussion topic on the check-in page, and click the View goal details for a goal topic, View progress notes link for a skill topic, and View competency details link for a competency topic. The progress notes for skills and competencies are carried over only from check-ins that are created for the same assignment in the last 12 months.

After you schedule the check-in, you can modify the check-in and change these details. See the topic, Managers - Modify a Check-In for more information.

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.