One-Off Check-Ins

One-off Check-ins are included in Coach, Pro, and Enterprise Packages.

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

Users with the "Coaching: Create Check-in" or "Coaching: All Access" permission will be able to create Check-ins.

"Can Create Check-ins for Anyone" or "Coaching: All Access" allows creation of an Action Plan for anyone.

Combined with Manager Permissions, "Can Create Check-ins for Subordinate Users" allows for creation of Check-ins for users the manager manages.

What's a subordinate user?

A Manager must be listed as at least 1 User's manager, through Groups Types and Groups, or directly via User Settings in order to connect Users to them.

Special Note if you manage another Manager - If you are listed as a Manager's Manager within their User Settings, any employees that roll up to them will also be considered your subordinate users.

Have questions about updating Permissions? Learn more here.

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

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

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a User or Managerial Dashboard > Coaching tab > New Coaching Item > Check-in

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

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**Check-in "When" Options**
When would you like to meet?	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.

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**Check in "Who" Options**
Option	Option Description
Who is this check-in for?	Search by name; only one user at a time.
Associate with an existing coaching program	Optional. Will be available after selecting Employee. Connect the one-off check-in to a pre-existing program's timeline.

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Schedule 1:1 for Later and Request an Update check-in types will be prompt you to pick the "when" of your check-in.

**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

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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.

Item Type	Item Description	Employee View of Agenda Item
Question	A question for the employee to answer with fill in answer format. Check out our list of recommended questions
Metric Snapshot	Available if the "Coaching: Metric Snapshot Item" feature has been enabled. A question for the employee to answer that is built upon a preselected metric & time frame.
Feedback	Employee will be prompted to acknowledge the manager's feedback.
Content Block	Rich text editor that can provide additional information or context to a coaching agenda. No action for the user to take.
Poll	A question that is answered by the employee on a 1-5 point scale. Example: On a scale from 1-5 (1=low & 5= high) what's your level of confidence in your product knowledge?
External URL	A link to a third-party item for the employee to review, complete, etc. Example a LMS module. Note - The Employee and Manager will both be responsible for marking this Action Plan Item as complete.
Embed URL	Iframe a 3rd party website directly into the coaching agenda. No action for the user to take. Be aware that not all platforms allow 3rd party embedding.
File Upload	An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file.
Checkboxes	A list of options for the employee to select, choosing all that apply. An "Other" option is available as well. Example: Which products would you like additional training on? Choose all that apply.
Multiple Choice	A list of options for the employees to select, choosing only one. An "Other" option is available as well. Great fit for True/False or Yes/No type questions. Example: Have you completed your monthly review? Yes or No.
Gong Calls	Available if the Gong integration is enabled and authorized. Attach one of more Gong calls for the employee to review OR Employees attach one or more of their Gong calls when the check-in opens.	In this example the Employee attached calls and the manager left comments.