Check-ins are how managers and employees hold a structured conversation in All Gravy. The part worth understanding before you set them up is the reveal rules, because they decide who sees what and when. đŹ
Two types
A freeform note. A simple record of a conversation. One side writes, and it is saved against the employee.
A structured one-to-one. Both manager and employee answer the same template before meeting, then agree an outcome.
The one-to-one lifecycle
A structured check-in moves through four states, in order:
Awaiting both to prepare â neither side has answered yet
Awaiting one side's preparation â one has answered, the other has not
Awaiting outcome â both have answered, the conversation still needs a result recorded
Complete
Reveal rules â read this before you build a template
Each template sets a reveal rule, and it governs when each side can see what the other wrote:
Immediate â answers are visible as soon as they are submitted
Mutual â answers unlock only once both sides have submitted. This stops one person anchoring on the other's answer
Private â answers are not shared with the other side
Mutual is the usual choice for appraisals. Private suits anything where candour matters more than discussion.
Approval flows
Where a check-in needs sign-off, it routes through the same approval flows used elsewhere in All Gravy: conditions on type, an approver by person or by role, and multi-step approval as any-one, all, or sequential.
đŹ Check-ins are flag-gated. If you cannot see them, chat with us and we will confirm what is enabled on your account. đ