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How to create a new performance check-in form

Planning to run 1:1s, check-in sessions or performance reviews? You can now manage them easily in Mirro 🚀. 

 

Each form can have its own set of questions, timeline, and participants, allowing you to tailor the evaluation process to your organizational needs. This approach ensures that feedback is structured, relevant, and actionable for every type of session you want to run.

Key points:

  • Multiple forms can coexist in the same time.

  • Administrators can customize questions, participants, and timelines per form.

  • Managers and mentees an have several forms assigned 

Creating a custom form has never been easier, especially when the impact matters so much!

To create a new check-in form, you first need to create the questions in the Questions Library. You can find the steps in our article: [insert link]

After you’ve successfully added the questions, it’s time to put them all together! To do this, access the Performance – Check-in Sessions module.

By clicking on Create a New Check-in Session, you will see two options: Schedule & Audience and Check-in Form Builder.


Now let's schedule the audience and the type of session:

1. First, we should name and describe our session, depending on its scope — 1:1, check-ins interviews, or performance review:

2. Then, decide whether our session will be Fixed or Ongoing:


In a Fixed session, you can set the time frame during which participants can submit their check-in responses (session period) and also the time frame during which managers review and evaluate submitted check-ins (evaluation period).

In an Ongoing session, the process repeats at regular intervals, for example, every 3 months, starting from the selected start date.

For example, if the start date of your session is January 1st, the duration of the first session will be January–March, and the next session will start in March and end in June.

3. Now it’s time to establish the audience for your session and set up who will participate. You can add a condition or a condition group to configure the audience:

If you add a condition, the session can be addressed to specific:

  • users, departments, teams, work types (FTE or Collaborator), locations, job roles, or based on tenure.

Or, if you want a more configurable audience, you can add a condition group, which allows you to target, for example, only certain users from specific departments. Here’s a little secret: when it comes to this combination, the sky’s the limit — so enjoy it! 🤩

The next and final step is to build our custom form. There are a lot of goodies here, so let’s explore them.

  1. We need to set up the sections of the form and give each a title and description based on its purpose.

For example, Section 1 can be dedicated to general questions, while Section 2 can be reserved for the areas we want to improve.

🤔 But I have a global organization and we are multilingual. No worries, we've got you covered 😊. Once you’ve added the Sections’ titles and descriptions, just click on the Translate button and select the source language and the target language for the translation.

Note: This will only translate the Section Title and Section Description — the questions will remain in the language initially defined.

2.  Then we add our questions to the created Section - by clicking, of course,  the Add Question Button - here we will have access to the question library created [insert question library link here] 


After clicking on the question, you will have access to a range of settings, which we will explore next:

Respondents:

The question can be addressed only to the mentee, only to the manager, or to both.

If we choose to address the question only to the manager, we can also enable the Manager Private Response, which means that the answer will be hidden from the mentee.

Question is:
Required – Respondent must answer this question ( mandatory) 
Allow further discussion – Enables a comment field for additional context
Ask for more details – Prompts user to elaborate on their answer

Display Options
Show in Performance Insights – The answers will be visible in the Performance dashboard
Show in Employee History – Display answers in employee history → it refers to the My Check-in section

 
Once all the required questions have been added, click the Preview button to ensure the form appears as intended before proceeding to the next step:

WoooW 👁️👁️ – Looks AMAZING! 🤓

Let’s continue⏭️. The next step is to build the Finalize or Summary section of the form, which is configured using the same process described above for the other sections:

After defining the Finalize section, the only remaining step (I promise ✌🏻) is to publish your perfectly crafted form by clicking the Publish button:

Here, we need to set the dates of the evaluation — more precisely, the Session Start and End Date, the Evaluation Period, and then hit Publish 🎉.

I said that was the last step — well, yes… but actually no 😄. We also need to make sure we can always filter all the forms created based on their status, the type of session, or by searching by name.

Ok - that's all ! Have wonderful check-in sessions!

FAQ -  there isn’t a single article without this section, right? And on top of that, it’s super useful.

  • What happens if I want to edit a session?

  • After publishing a session, what are the next steps?

  • What if I want to delete a session?

  • What if I want to change the audience?

  • What happens if I delete a question?