One-Off Check-Ins

One-off check-ins can be created for a single User that are either Scheduled or completed in line (Live). Additionally, one-off Check-Ins can be tied into an existing Coaching Programs to ensure that all coaching data is tracked in the Coaching Utilization Reports.

 

How do I create a One-Off Check-In?

What are the different types of Check-ins?

Can I create One-Off Check-In Templates?

 

 

Create a One-Off Check-In

1. Create a One-Off Check-In via:

• the Quick Actions button, click Coach and Develop > Check-In

•  a User's Dashboard, coaching tab 

 

 

2. Select the Who and When of the Check-In.

 

Check-in Types

Check-in Type	Interaction	Use Case
Start 1:1 Now	Agenda will be completed inline.	Manager utilizes to capture a coaching conversation.
Schedule 1:1 for Later	Agenda will be completed by employee before schedule time to meet and review with Manager Calendar invite will be sent for the selected Meeting time.	Structured agenda that should be completed before 1:1 meeting time to allow for coaching conversations based on employee's answers.
Request an Update	Agenda will be completed by employee. No explicit time is set to review check-in with Manager.	Passive coaching tool that allows managers to send a brief agenda for their employee to complete. The format is similar to a 1:1, but does not require a specified meeting time.

 

 

Check in "Who" Options

Option	Option Description
Employee	Search by name; only one user at a time.
Program	Optional. Will be available after selecting Employee. Connect the one-off check-in to a pre-existing program's timeline.

  

 

 

Check-in "When" Options

Option	Option Description
Meeting Date and Duration	option for Scheduled Check-in. When the Manager and Employee will meet to discuss the completed check-in agenda Meeting Durations can be selected in five minute increments. A calendar invite will be sent to both the Employee and Manager in order to reserve the selected date and time.
Agenda Start Date	option for Scheduled Check-in (advanced options) or a Requested Update. When the Employee will be granted access to the check-in's agenda items.
Agenda Due Date	option for Scheduled Check-in (advanced options) or a Requested Update. When the Employee will be responsible for completing the check-in's agenda items.
Time Zone	option for Scheduled Check-in (advanced options) or a Requested Update. Specify the time zone to be utilized when scheduling the Agenda's Start and Due date.

 

 

3. Complete the Agenda by selecting a pre-made Template or compiling Items

Template

If a one-off check-in template has already been created by Admin, the template can be selected from this dropdown to auto-populate the Agenda Items.

These items may be editable, depending on the Template's settings.

If a template does not yet exist, learn more about Check-In templates below.

 

New Item 

The check-in's agenda may consist of a variety of questions and polls for the user to answer, or contain feedback and file uploads for the user to acknowledge. 

Agenda Items

Item Type	Item Description
Question	Fill in answer format. Check out our list of recommended questions.
Metric Snapshot	Fill in answer format, built upon a preselected metric & time frame.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Poll	1-5 point scale.
External URL	A link to a third-party item; for example, a LMS module.
File Upload	Employee will be prompted to acknowledge the file.

 

 

4. If a Scheduled or Requested Update Check-in, optionally select a Co-Coach.

A co-coach will be assigned to the Check-in as well to assist the Manager.

 

 

5. Schedule or Complete Check-In

If you selected 'Scheduled' in Step 1, click the green Schedule Check-In button.

If you selected 'Now' in Step 1 and filled out the agenda items in person, click the green Complete Check-In to record the coaching session.

 

---

 

Create a Template for One-Off Check-Ins

Administrative users can also build templates that can only be used for one-off check-ins. For example, if managers are frequently coaching reps on their call performance, an admin user could build a template that requires each manager to use the same basic template for their check-ins. These templates can be editable or locked.

1. Open the left navigation and click Coaching > Manage.

 

2. From the Manage Coaching page, select Check-In Templates.

 

3. Click the + Check-In Template button.

 

4. Complete the Details of the Check-In Template Builder form.

Field	Field Description
Name	The name of the template, which will be selected from a dropdown menu when a manager creates a new one-off check-in. Example: "Call Review"
Is Editable	Toggle determines if the managers are allowed to edit the template's agenda items within the check-in. Selecting Yes will allow the manager to add or remove agenda items. Selecting No will lock the agenda items.

 

5. Complete the Agenda by compiling items.

 

The check-in template's agenda may consist of a variety of questions, feedback, and polls 

 

Agenda Items

Item Type	Item Description
Question	Fill in answer format. Check out our list of recommended questions.
Metric Snapshot	Fill in answer format, built upon a preselected metric & time frame.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Poll	1-5 point scale.

 

 

6. Click the Save Check-In Template button.