Group Check-In Templates
Create Group Check-In Template
1. Open the left navigation and click Coaching > Manage.
2. Select the Group Check-Ins tab and then Templates.
3. Click the + Group Check-In Template button.
4. Complete the create group check-in template form.
The name of the template, which will be selected from a dropdown menu when a manager creates a new group check-ins.
Example: "Team Meeting Template"
Locked: When a manager creates a group check-in with a locked template, they cannot change remove the template's agenda items. They can add additional questions. Any edits made to the base template will be applied to all active group check-ins.
Unlocked: When a manager creates a group check-in with an unlocked template, they can delete any of the template's agenda items and add any additional items. When edits are made to the base template, the active group check-ins will not be updated with the new agenda items.
Provide specific instructions, resources, and other details to guide managers on how to use this specific template.
Coaching Instructions will not be visible to the employee being coached. To support reviewing a group check-in that contains instructions while screen sharing with an employee, the manager can collapse the coaching instructions section.
Select which managers have access to this template.
Allow all managers to have access to using the template, or choose custom and search for and select the specific managers who should have access to using the template.
At least one agenda item must be added in order to save the group check-in template.
|Employee View of Agenda Item
Rich text editor that can provide information or context to the coaching agenda.
It can be used to give more information about the meeting's focus, to provide company updates, or link 3rd party URLs.
Iframe a 3rd party website directly into the coaching agenda.
Be aware that not all platforms allow 3rd party embedding.
If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the "Publish to web" share option rather than "Share with others". Learn more here.
5. If the template is finalized and ready for managers to use, click Save > Save and Open.
If the template is still in progress, click Save and then Save as Draft. Your template will not be available to create group check-ins with until the template is "Open". You must have at least one agenda item and have selected managers in Step 2 before being able to save your template as a draft.