Check-ins
Hi, and welcome to the tutorial on How a Manager will use the Check-ins Functionality.
The Check-In functionality is used to determine whether your employee is still on track with regards to the Performance Contract’s KPAs, Company Values, Leadership Behaviours, and Key Competencies prior to the start of the Rating phase.
A check-in can be done any number of times during the employee’s performance cycle. You as manager can evaluate the employee’s progress against set targets and add suitable comments. The employee can review your comments and evaluation, and add their own comments.
Remember, a check-in is not a replacement for a face-to-face discussion with your employee, it is done in addition to regular discussions.
After logging in, navigate to your Manager Performance Management Dashboard and locate the applicable employee. Click on the Check-Ins button in the applicable review period to view the content and do the check-in evaluation.
The little counter inside the Check-ins button gives you a count of previous check-ins.
The Check-In screen opens and you will notice right at the top, the counters giving some statistics about your check-ins with your employee.
The lower half of the screen contains the Key Performance Areas, Company Values, Leadership Behaviours, and Key Competency sections, with all their content as captured on the employee's contract.
Click the down arrow of any section to expand that section.
Click on the Check-In button to add your evaluation and comments per item.
Evaluating an item is not done in terms of the regular 1 to 5 rating scale, but in the format of an On Track, or Not on Track indication.
The information in the Comments field is made available to your employee; information typed as Private Comments are not.
A detailed history is kept of every check-in evaluation.
Only the last check-in can be edited so double-check your entry before saving it.
The screen statistics is updated to reflect every new entry.