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.
• Competencies, if they’re configured in the check-in template. You can select active competencies from your 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.

Note: If questionnaires are configured in the check-in template, they’re added by default as discussion topics. Questionnaires might be added 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 topics – Any note that you add to a goal, feedback, or general discussion topic is retained only in that check-in. If you add the same discussion topic to a new check-in, you need to add a new note on that topic. However, notes added to skills and competency discussion topics are carried over to recurring check-ins or other one-time check-ins and display as progress notes. The progress notes are only carried over from check-ins that are created for the same assignment in the last 12 months.
• 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.

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