Search for Check-Ins
1. Open the left navigation and click on Coaching > Check-Ins.
Those with access to the check-ins tab on the manage coaching page can search for check-ins there also.
2. Select the tab across the top of the check-ins page to view the correct type of check-in.
| Tab | Content Tab Displays |
| Employee |
All check-ins that you are required to complete, for your manager to approve (if applicable). |
| Co-Coach |
All check-ins that you have been assigned as a co-coach for (if applicable). |
| Manager |
All check-ins that your direct reports are required to complete for you to review & approve (only shown to users with manager permissions). |
| All Access |
Tab only shown to users with the "Coaching: All Access" permission. Shows all check-ins in the organization. |
3. Once on the correct tab, click the Filters, , icon in the upper right to refine your search.
There are multiple sort options available as well to assist with your search. That can be found under the "Sort" dropdown.
Available Filters
| Filter | Filter Options |
| Search |
Search for check-ins by name or search for specific contents of action items, comments, agenda items*, answers, and notes. |
| Manager |
Search for managers who own check-ins. Filter specific to those with manager/all access permissions |
| Employee |
Search for the employee who is responsible for completing the check-in's agenda items. Filter specific to those with manager/all access permissions |
| Co-Coach |
Find check-ins by assigned co-coaches (if applicable). |
| Check-In Type |
One-Offs: Show check-ins that were created as a one-off check-in. Recurring: Show check-ins that are created based off a recurrence schedule. Programs: Show check-ins that are created from coaching programs. Cadences: Show check-ins that are created from coaching cadences. |
| Status |
Answers Due: Waiting for the employees response. Pending Approval: Waiting for review from the manager. Completed: Completed by both parties. Expired: Due date passed before being completed by the employee. If expired but stills needs to be completed, the check-in can be reopened by the check-in's owner. Excused: Excused by the manager, for events like vacations. Scheduled: This filter will only show upcoming one-off check-ins. Recurring check-ins/check-ins from programs are made available just-in-time, and will be shown in the open filter. |
| Rating (Average) |
Search for check-ins by their average rating. If there are multiple rating categories, this filter will show the average rating for each check-in. For example: Preparedness = 5 |
| Check-In Template |
Search for check-ins created with a specific check-in template. |
| Program Template |
Search for check-ins created with a specific program template. |
| Cadence |
Search for check-ins by cadence name. |
| Managed Program |
Search for check-ins by managed program name. |
| Program |
Search for check-ins by program name. |
| Start Date |
Search for check-ins starting during a specific time frame. |
| Due Date |
Search for check-ins due during a specific time frame. |
* Searching for Content in Agenda Items
The following portions of agenda items support searching for keywords and content:
- Question
- Metric Snapshot
- Feedback Left For User
- Content Block Content
- Poll
- External URL - URL
- Embed Media - URL
- File Upload Action
- Checkboxes
- Multiple Choice
- Gong Agenda Item Title
The following portions of agenda items do not currently support searching for keywords and content:
- Feedback Type
- Content Block Title
- Poll Question
- External URL Action
- Embed Media Question
- Checkbox Options
- Multiple Choice Options
- Gong Agenda Item Feedback
- Seismic Learning Agenda Item Title
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