Support Category: Performance | Performance Management Inquiry


Specialist Notes:


Viewing and Managing Check-Ins

Users can view all existing Check-Ins, both Development and 1:1s, by clicking the 'LEARN MORE' button below Check-Ins from their homepage.


For Managers (People Leaders)

  • Assigned quarterly Development Check-Ins will appear under the Actions page, which can be accessed by clicking the ‘Your Action Items’ flag icon from the homepage.
  • To initiate a Check-In with a team member, managers can create one directly from the Check-Ins page, which can be accessed by clicking the 'LEARN MORE' button below Check-Ins.
  • If a manager cannot see a team member’s Development Check-In, please create a ticket so we can escalate the issue to the Administrators


  HOW SHOULD WE ASSIST?

Review the standard responses available in the Check-Ins KB folder. If the information is not found, there is a Check-Ins playlist available in Roadmap to Success that includes helpful materials and video guidance.

When using the playlist to further assist users, please open the playlist on your end to locate the relevant information and attempt to assist the user directly (You may only be able to access the video guide).


You may provide the user-facing link if appropriate, but always try to locate the answer yourself before sending it.


Playlist Links:

If the information cannot be found or the issue persists, create a ticket to escalate the request to the Admins.

 

NOTES FOR TICKET PROCESSORS!


When submitting the ticket, be sure to include as many details as possible. 

Example: If a Manager is unable to see an employee’s Check-Ins, the Admins would need the employee’s name and email address information.


Standard Response:


Kindly note that you can view all existing Check-Ins, both Development and 1:1s, by clicking the 'LEARN MORE' button below Check-Ins from your homepage.

Alternatively, you may also see assigned quarterly Development Check-ins under the Actions page. You can navigate to it from the homepage by clicking the 'Your Action Items' flag icon.

Let me know if you need further assistance.