Manage Recurring Team Check-Ins

Managers can schedule recurring check-ins for their team members, making it easier to maintain regular conversations and collect updates throughout an ongoing project or review period.

In the Employees dashboard, select Schedule Team Check-In to create check-ins for your direct reports or for all of your reports, then set them to recur at the interval that works for your team.

Each recurring check-in gives team members a place to record status updates, accomplishments, concerns, and other discussion points. This helps everyone arrive at regular conversations with current information rather than relying on memory or collecting updates separately.

For example, a manager leading a project might schedule a monthly check-in for all reports. Team members can update their check-in documents during the month, and the manager can use those updates to prepare for individual conversations and monitor overall progress.

The updates are used by the Team Sync Advisor agent to create a consolidated team summary. This helps a manager identify common themes, progress across the team, or areas that may need follow-up.

Note:

• You can schedule check-ins only for your own team.
• You can’t create bulk check-ins after switching to another team.
• To schedule recurring check-ins, you must be assigned the HRA_CREATE_MASS_CHECK_INS_BY_MANAGER_PRIV privilege.