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How do I complete a check-in?   

Check-ins are opportunities for you to reflect on progress and provide feedback on your own or your direct reports' goals.

Depending on your organization's settings you may have check-ins on a biannual, quarterly, or monthly basis. WorkCompass will always send you an email reminder when it is time to perform a check-in. 

How to complete a check-in (interim review) 

When it’s the right time to perform a check-in (interim review) for yourself or for any of your direct reports, WorkCompass will send you an email notification and will also create a task in your dashboard. 

In order to complete a check-in for yourself or for a direct report:

  1. Click on the link in the email or from your WorkCompass Home page, and click on the task to complete a check-in.
  2. Review the performance plan and leave any comments as necessary, remembering to save them once finished. 
  3. Click on Complete check-in.
Note: Like a Review, only a Manager or an Admin will have the “Complete Check-in” button on screen. Employees can still add in comments for goals