Check-ins
Use and configure the check-ins module
4 articles
- Create and initiate a check-inLearn how to create, schedule, and complete check-ins in Performance Leader. Set up one-off or recurring conversations, customise templates, track actions, and mark check-ins as complete.
- Review, update or create check-in templatesLearn how to review, update, and create check-in templates in Performance Leader. This admin guide covers accessing check-in templates, editing questions, managing template order, and creating new templates from scratch.
- Setting up and configuring Check-insThis comprehensive guide covers module settings, customisation options, email notifications, and empty states to help you get started with check-ins.
- Check-ins FAQAnswers to common questions about the Check-ins module, including how it compares to Reviews and Fast Feedback, scheduling options, templates, and best practices for regular performance conversations.