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How to View / Monitor Self Check-Ins

As a manager, you have access to both your direct and indirect employees' self check-ins.Screen_Shot_2019-06-07_at_1.24.49_PM.png

Go to "Reviews / Check-Ins" within the main navigation, and then select "Check-Ins".

The Check-In list will show all Self Check-Ins for your team.

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You can filter the list by status.

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  • Drafts are check-ins that have not been started.
  • Past Due are check-ins that have not been marked complete by the due date.
  • In Progress shows check-ins that have been started but the individual has not marked it complete yet. (note: you will not be able to see the responses entered until the individual has marked the check-in "complete")
  • Completed are the check-ins in which the reviewer has marked the check in complete. 

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You can also search or filter the list many ways.

Click on "more filters" to see all the options.

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Want to see just a single collection on the list? Select, check-in title to pick.

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The select apply filters.

You can clear applied filters at any time by selecting "Clear All Filters" in the yellow bar.

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You can now go ahead and open a self check-in by clicking on the check-in name.

(Note: you will not be able to see any of the responses until the user marks their self check-in complete)

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