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Booking a check-in

Denisa Arjoca avatar
Written by Denisa Arjoca
Updated this week

Users and managers can book dates for their next check in. Once a date is booked, reminders stop being sent for the active period (currently hardcoded to a Quarter). You can see your current check in booked status in the header of Goals and Objectives.
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Users will fall into one of the following statuses:

  1. User has not yet booked or completed a check in

    • User has a status of Check-in due.

    • The current period end date is shown .

  2. User has booked a check-in

    • User has a status of check- in book.

    • Date of scheduled check-in is shown in the header.

  3. User has completed a check-in(or a manager completed or skipped a check in for the user)

    • user has a status of check-in completed.

    • Status will show until a new period starts (Hardcoded to a quarter).

To aid manger in administering check-ins within Goals and Objectives, the check in status is visible on the employee selector dropdown.


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