Assigning check-ins in bulk

The Check-ins feature is a Performance Management 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. In Pay Suite application you may also assign a check-in to more than one person and make it regular to be able to keep contact both with individual workers and whole organizations.

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

To see the details of already created Check-in, click on the View button in the bottom right corner of the selected check-in section.

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Check-In Mass Assignment is available under Workbench > Performance Management > Check-Ins > Check-In Mass Assignment. Access to Workbench depends on your role within the platform. This feature is available for users with Check-ins professional role.

To assign a check-in, proceed as follows:

1. Click Assign check-ins in the upper-right corner of the Check-In Mass Assignment page. The check-in creation form is opened.

2. Fill in the basic details of the check-in:

   • Using the search bar in the Assign to field, select workers or organization that will be assigned to this check-in.

   • Using the search bar in the Excluded individuals field, select the workers that will not be part of this check-in.

   • After filling first two fields an information window will appear informing you how many check-ins will be created by this assignment.

   • Enter a name of this assignment in the Title field.

   • Enter a description in the Description field. We recommend that you state in this field the purpose of the check-in to avoid any confusion if you're creating several assignments in your system.

3. In the Discussion points section click Add discussion pointto add as many topics as you like. Click the to delete any topic that you not wish to discuss.

4. Click Assign button at the top right corner of the form, a confirmation message is displayed.

5. Click Assign to assign the check-in and finish the creation process.