One-Off Check-Ins
One-off Check-ins are included in Coach, Pro, and Enterprise Packages.
Check-in Templates are included in 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?
Coaching Permissions
Default Admin Permission Sets allow Creation of one-off Check-Ins for anyone, while default Manager Permissions allow creation of one-off Check-Ins just for subordinate users.
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.
Updating the Permission, Coaching: Create Check-In, will allow for more or less restriction around creation of one-off Check-Ins.
Have questions about updating Permissions? Learn more here.
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 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. |
| 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. |
| 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 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.
| Item Type | Item Description |
| Question | Fill in answer format. Check out our list of recommended questions. |
| 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.
By default, Managers cannot create Check-In Templates
If you've tasked Managers with creating Check-In Templates, ensure the Permission Coaching: Create Check-In Template has been assigned!
Have questions about updating Permissions? Learn more here.
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
| Item Type | Item Description |
| Question | Fill in answer format. Check out our list of recommended questions. |
| Feedback | Employee will be prompted to acknowledge the manager's feedback. |
| Poll | 1-5 point scale. |
6. Click the Save Check-In Template button.
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