Schedule Recurring Team Check-Ins

Use recurring team check-ins to collect regular status updates from your team. You can schedule check-ins for your direct reports or all reports from the Employees dashboard.

1. Navigate to My Team > Touchpoints
2. Select Employees tab.
3. Click Schedule Team Check-In.
4. Select employees in your reporting hierarchy and complete the agenda.
5. Click Submit.

Employees update their check-in documents with their status. When you use Team Sync check-in documents, the Team Sync Agent uses these updates to generate a team summary.

Note: You can’t schedule a bulk check-in after switching to another team. The Schedule Team Check-In button is available only when you have the Create Mass Check-Ins by Manager privilege.

Tip: Choose a cadence that matches the team's work rhythm. A frequent schedule is useful only if managers and employees have check-ins up to date. After the initial check-in discussions, review the agenda and modify it if the check-in does not enable useful conversations.