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.
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. |
| Ordering |
Due Date: Newest - sorts the check-ins newest to oldest Due Date: Oldest - sorts the check-ins oldest to newest Ordering filter not available on the Coaching > Manage > Check-Ins Tab |
| 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. |
| 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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