Configuring the Check-ins feature

The Check-ins feature is a Continuous Performance Management (CPM) capability. Its function is to make sure that workers and manager keep consistent contact and an open line of communication by setting up regular meetings between workers and managers to discuss performance, challenges or any other relevant topic.

Once the Check-ins feature has been enabled using the procedure described in Enabling or disabling features in the platform, a number of configuration options are available to you to tailor the behavior and the form of the feature.

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Check-in settings are available under Workbench > Feature enablement > Check-ins. Access to Workbench depends on your role within the platform.

The table below details the configuration parameters available for the Check-ins feature.

Setting	Description
Enable users to organize check-ins with	This setting enables you to specify with whom system users can organize check-ins. Possible values are: Line managers and direct reports only: when this option is selected, users will be able to organize check-ins with their own hierarchical line only, i.e. with their own manager and their own direct reports. All company: when this option is selected; users will be able to organize check-ins with any user in the system.
Enable performance check-ins	When this setting is enabled, managers will be able to create check-ins specifically concerning performance with their direct reports.
Allow workers to create performance check-ins with their managers	Sub-setting of Enable performance check-ins. When this setting is enabled, workers will be able to create in the system performance check-ins with their manager
Allow new managers to see complete performance check-ins between their reports and their previous manager	Sub-setting of Enable performance check-ins. When this setting is enabled, managers have access to the history of performance check-ins within the system in the case where one of their direct reports was moved under them from a different line manager.
Allow new managers to see performance check-ins in "In progress", "Pending confirmation" or "Under review" status between their reports and the previous manager	Sub-setting of Enable performance check-ins. When this setting is enabled, if a change in line management has occurred recently, the new manager of a given worker who was transferred from one manager to another will be able to view in the system the check-ins that are in "In progress", "Pending confirmation" or "Under review status", i.e. check-ins that are still open.
Allow check-in deletion	When this setting is enabled, users will be able to delete check-ins they have created in the system.
Regular check-ins
Enable real-time conversation	When this setting is enabled, a conversation tool will be available in the check-in form for managers and their direct reports to communicate directly in the context of the check-in.
Discussion points	When this setting is enabled, the user who creates a check-in in the system will be able to add discussion points to the check-in form. This setting is enabled by default and cannot be disabled.
Performance check-ins
Enale real-time conversation	When this setting is enabled, a conversation tool will be available in the performance check-in form for managers and their direct reports to communicate directly in the context of the check-in.
Discussion points	When this setting is enabled, the user who creates a check-in in the system will be able to add discussion points to the performance check-in form. This setting is enabled by default and cannot be disabled.
"Goals" widget	When this setting is enabled, a goal widget will be available in the performance check-in form. This widget will give the participants to the check-in an overview of the worker's goals and their progress.
"Goal rating" widget	When this setting is enabled, a widget offering an overview of the rating of the worker's current goal will be displayed in the check-in form.
"Behaviors" widget	When this setting is enabled, a widget offering a overview of the behaviors received by the worker will be displayed in the check-in form.
"Behavior rating" widget	When this setting is enabled, a widget offering a overview of the ratings of the behaviors received by the worker will be displayed in the check-in form.
"Overall performance"	When this setting is enabled, a widget offering a overview of the overall performance rating of the worker will be displayed in the check-in form.

Customizing the labels displayed in the real-time conversation tool

The beqom platform gives you the possibility to customize the labels displayed in the real-time conversation tool in order to make sure that the experience of users is corresponds to the tone of voice or the specific vocabulary of your company.

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The labeling customization procedure is the same for regular check-ins and performance check-ins.

To customize the text displayed in the real-time conversation tool, proceed as follows:

1. Make sure that the check-ins feature is enabled.

2. In the Template widget settings section, locate the relevant Enable real-time conversation setting.

3. Click the Edit button located in the far-right side of the box corresponding to the setting. The Edit conversation labeling panel is opened at the right side of the application window.

4. Edit the parameters according to your preferences:

   • Title: enter the name you want to give to the conversation tool

   • Subtitle: enter a subtitle for the conversation tool

   • Watermark: enter the text that you want to display as a placeholder in the tool when no conversation has been started yet

   You can enter different parameters for the managers and the workers, if you want to tailor the experience with the tool based on the role.

5. If you use multiple languages in the system, select a language in the Translations drop-down, and then repeat step 5 to add values for that language.

6. Click Save in the lower-right corner of the panel.

Customizing the discussion points suggested in the check-in form

You can customize the discussion points suggested in the check-in form to fit the tone and language of your company, or any specific processes that take place in your organization.

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The discussion point customization procedure is the same for regular check-ins and performance check-ins.

To customize the discussion points suggested in the check-in assignment form, proceed as follows:

1. Make sure that the check-ins feature is enabled.

2. In the Template widget settings section, locate the relevant Discussion points setting.

3. Click the Edit button located in the far-right side of the box corresponding to the setting. The Discussion point template panel is opened at the right side of the application window. You notice that the panel contains a section targeted at managers and a section targeted at workers. This distinction enables you to tailor the experience with the tool based on the role.

4. Edit any existing discussion points simply by clicking inside the text box of the corresponding discussion point.

5. If you want to add a discussion point, scroll to the bottom of the corresponding section (For managers or For workers) and then click Add discussion point. A new, empty text box is added to the list.

6. Enter the text of your choice in the box.

7. If you want to delete a discussion point, click the icon located at the right of the discussion point.

8. If you use multiple languages in the system, select a language in the Translations drop-down, and then repeat step 4 to add values for that language.

9. Click Save in the lower-right corner of the panel.