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 , 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. Goals with no target completion dates are displayed first, followed by goals with target completion dates in descending order.
- Feedback – Anytime feedback that you’ve received from your manager or others in the organization and made visible to you.
- Competencies, if they’re configured in the check-in template. You can select active competencies from your talent profile and add them to the check-in as discussion topics.
- Skills, if they’re configured in the check-in template. You can select attained and developing skills from Skills Center as discussion topics.
After adding these topics to the check-in, you can do the following (before you schedule the check-in):
- Add notes to the topics.
- Delete the topics that you just added.
- Click the skill chip to rate the skill and view or invite endorsements from others on that skill.
- 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.
- You can schedule only one check-in per day with your manager.