How to manage all check-ins within your company

It's really important to find a way to manage the relationships between your employees, without making them feel like they are being controlled. You are now able to see a user's check-in with their manager or head of department, when it's due, and check every mentee that is assigned to you.

 

To start with, you will have to go to the module Performance- All check-ins option.

On the top right, you will see that you are in the section called Mentees assigned to me, and on the bottom, you will have a list with all the users that are assigned to you.

 

You will find information such as the duration of the previous check-in (if any), which was the last finalized check-in, the overall satisfaction and performance, the current performance manager (you), when it's the next check in due and the status of the current check in.

You can also apply filters, so it's easier for you to search for a specific category of users.

 

If you click on any of the user's columns, you will be directed to a new page, that represents the current check in with the mentee. To continue with the check-in process, you will have to click on Go to check-in.

Find more information about the check-in process here: How to nail your check in with your manager like a pro.

 

The performance manager can change the time frame of a certain check in. If you feel like you need to meet up with your mentee earlier or later than discussed, you can simply click on change check in time frame and choose another date.

 

If you want to see the check-ins between a mentee and another manager, you can go back to All check-ins, and select Performance managers. 

 

A list with all the managers within your company will appear, and if you clean on each manager, you will see all their mentees.

You can even export a table with all the management lines, by clicking on Export Management Lines.

If you want a report of all the check-ins, you can go back to Performance- All check-ins, and click on Export check-ins report. You will have to respond if you want to download the Current active form or All forms.

 

You will receive a notification saying that your export is ready. After that, you will have to click on it, and the table with automatically be downloaded onto your PC.

 

If you would like your company to have a custom form, you can contact us and we will create some questions more fitting for your company.