Skip to main content

The Performance Agreement - Check-ins

Process step 3

image-1646900329298.jpg

image-1646899321731.png

Lesson duration

About 6 minutes

image-1646899329856.png

What you will learn
  • When the Check-in functionality becomes active
  • Using the check-in stats
  • How a manager would do a check-in on an objective, and provide feedback
  • How the employee can reply on a checked-in objective's feedback
image-1646899343922.png
 

Doing a Check-in on Objectives

After submitting their performance objectives, employees will work on achieving them for three to five months before doing the review with their managers.

During this period, using the Check-in functionality provides a simple but effective way of keeping the objectives in focus, getting guidance and direction from a manager, and ensuring there are no surprises during the actual review.

Just note, a manager does not have to check-in on all objectives every time a check-in is done.  Select a few - if guidance is needed - and give feedback only on those objectives.  During the next check-in, focus on another set of objectives.

Remember, a check-in is not a replacement for a face-to-face discussion with your employee/manager, it is done in addition to regular discussions.

A check-in can be done as many times during your performance cycle as is needed.

Activating the Check-in functionality

Using the Check-in functionality is optional and depends on a company's configuration.

If check-ins are enabled in the system, the CHECK-IN button will become active when an employee's objectives have been submitted and approved - that is when the contracting phase has concluded.  See screenshot below.

image-1646380405000.pngimage-1647254340538.png

 

Check-in statistics

When employee or manager opens the employee's check-in screen, find a summary of check-in statistics at the top of the screen. It serves to give some indication of where to focus, and this is helpful when there are lots of objectives on a performance agreement.

image-1646389920962.png

See below for the interpretation of the numbers.

image-1646390640116.png

 

Do a check-in (as manager)

Since the bulk of the activity on the check-in screen is from the manager's side, the following screenshots are from the manager's perspective.

  • From the Manager's Performance Management Dashboard, locate the applicable person's contract, and click its CHECK-IN button.

image-1646382908128.png

 

image-1646384957899.pngimage-1647254392976.png

 

  • The check-in screen opens, revealing:

The check-in stats at the top.

image-1646385199395.png

The standard section menu on the left side of the screen.

image-1646385223407.png

The objectives, grouped per section,  in the middle of the screen.

image-1646385255205.png

  • Locate the objective due for a check-in, and click on its record ... 

    image-1646385771015.png

  • ...to open the check-in feedback screen.

    image-1646385886513.png

 

  • Provide feedback as needed.

The feedback in the My Comments field is made available to your employee; feedback typed as Private Comments is not.

 

  • Use the Rating toggle button to indicate current progress sentiment.

 

Evaluating an item is not done in terms of the regular 1 to 5 (e.g.) rating scale, but in the format of an On Track, or Not on Track indication.

image-1646388788213.png

image-1646388825593.png

image-1646386327744.png

  • Click SAVE when done.

After saving the feedback, notice how the feedback is added to the history of the objective's check-ins.

image-1646389476034.png

  • In the lower, right corner, click EDIT LAST COMMENT to edit the last feedback. 

The agreement screen is updated with objectives having had check-ins done on them.

image-1646389817402.png

 

Reply on check-in feedback (as employee)

When an employee views a review period on their performance management dashboard, the presence of check-in feedback is displayed as a status message.

image-1646396611253.pngimage-1647254470791.png

 

image-1646396696576.png

  • Click CHECK-IN to open the check-in screen.

The screen statistics is updated to reflect new entries.

image-1646396789631.png

The checked-in objectives are highlighted, and feedback is visible.

image-1646396883851.png

  • Click on an objective's record if the employee would like to reply on the manager's feedback.

image-1646396988888.png

Feedback history is updated if comments are saved. Use the EDIT LAST COMMENT link in the lower right corner if you'd like to edit the comment. 

image-1646397036488.png

Check-in screen is updated with employee's reply.

image-1646397182017.png

  • Click BACK TO DASHBOARD to exit the check-in screen.

image-1646397656695.png

 

Recommended further reading

 

image-1646900299519.png

Back to top