Check-In Phase

The Check-In Phase Explained

Once performance objectives have been submitted and approved, the Check-In Phase will start.

This is an integral part of the performance management process, as it provides time for employees to work on achieving the objectives in their performance agreements, while managers can monitor their progress and provide feedback.

The Performance Management module's check-in functionality works best when paired with one-on-one discussions between employees and managers. By digitally recording content from check-ins, employees have a reference point, and managers can efficiently track the employee's progress. However, check-ins in the Performance Management module are not mandatory and can be disabled.

Remember, a performance management process is not one-size-fits-all; it is imperative that employees and managers discuss how they will approach it.

 

Activating Check-Ins

• As an administrator or a person with access, navigate to the Performance Management module.

 

• Click on the Setup and Configuration menu.

• Click on Product Setup.

• Click on the Review Years tab.

• Click the review year to which the review setup is linked that you would like to activate check-ins for.

• The Details screen of the review year will appear. Click Review Setups in the menu on the left.

• Click on the review setup you would like to activate check-ins for.

• The review periods for the review setup will appear. Toggle the switch next to check-ins to activate or deactivate check-ins. 

• Click SAVE when you are done.

 

Conducting a Check-In

For our example, we will assume that Emily Collins, the performance manager, will kick-off the check-in phase with her reportee, Christoph Sutherland.

Emily, the manager