Engagedly’s ongoing check-in was introduced to encourage frequent and easy performance check-ins from employees. These check-ins help managers to keep track of their direct reports’ performance issues and resolve them on a regular basis.

As a manager, you can enable a questionnaire for users that can help you gain an understanding of their work processes and challenges. You can launch a check-in for your direct reports or employee groups or yourself.

Ongoing Check-in Dashboard

Engagedly’s ongoing check-in dashboard is divided into three sections: My Check-ins, My Team, My Org. These different sections allow you to keep track of your own progress and monitor your team’s check-ins.

My Check-ins

In this section, the list of your ongoing check-ins will be sectioned into two: Pending Check-in and All Check-ins. The pending check-ins section shows the ongoing check-ins that are pending. The all check-ins section shows all your ongoing check-ins both checked in and pending.

The pending check-ins sections shows you information about your pending check-ins like the name of the check-in, start/end dates of the check-in, the requestor and the date when it’s due. You can check-in on your pending check-in by selecting ‘Check-in’ under the action column.

The all check-ins section shows the details of all your check-ins, both pending and checked-in. Along with check-in details like name of the check-in, start/end dates of the check-in, in this section you can also see when the last check-in happened on it. You can also stop a check-in by selecting ‘Click to stop check-in’ under the ‘Action’ column.

Note: The ‘All check-ins’ section only shows the check-ins that fall under the window of time selected in the filter above the section.

My Team

This section shows you the check-ins of your team. This list can be filtered based on various filters placed on this page.

You can also filter the list based on the check-in name and requestor name, using the search space on the page.

If you select the filter symbol on the right hand corner of the page, you can filter this list based on the status of the check-in (Completed or Pending). You can also filter the list using the date filter on the page

From this page, you can see the check-in details of your team like name of the check-in, start/end dates of the check-in, the requestor, number of completed check-ins and number of pending check-ins. You can stop the check-in for your team by selecting the option under the action column.

Clicking on plus button before the check-in name, shows you the list of team members for whom the check-in was launched. You can select ‘Remind’ beside the team member to remind them to check-in. You can also view a completed check-in from here by selecting ‘View’ beside the team member’s name.

You can also remind all your team members to complete their check-in in one go by selecting the ‘Remind All’ button on the top of the list.

Engagedly also allows you to export the list of check-ins of your team. All you have to do is select ‘Export’ on the top right-hand corner of the page.

My Org (For Admin)

This section shows you the check-ins of your organization members. This list can be filtered based on various filters placed on this page.

If you select the filter symbol on the right hand corner of the page, you can filter this list based on the business unit, department, manager, requestor and status of the check-in (Completed or Pending).

You can also filter the list using the date filter on the page. You can use the search space on the page and filter the list based on the check-in name and requestor name.

From this page, you can see the check-in details of your org like name of the check-in, start/end dates of the check-in, the requestor, number of completed check-ins and number of pending check-ins. You can stop the check-in for your org members by selecting the option under the action column.

Clicking on plus button before the check-in name, shows you the list of users for whom the check-in was launched. You can select ‘Remind’ beside the member to remind them to check-in. You can also view a completed check-in from here by selecting ‘View’ beside the org member’s name.

You can also remind all your org members to complete their check-in in one go by selecting the ‘Remind All’ button on the top of the list.

Engagedly also allows you to export the list of check-ins of your org. All you have to do is select ‘Export’ on the top right-hand corner of the page.

Launching A Check-In

You can launch a check-in through any section on the ongoing check-ins dashboard.Select ‘+ Check-in’ on the top right-hand corner of the dashboard.  Choose who you are launching the check-in for (Someone or yourself).

On selecting ‘Myself’:

Once you select ‘Myself’, choose if you want the check-in to recur, if yes, fill in for how many days you want it to recur. Fill in the start and end dates.

You can either choose an existing template or add a new check-in template.If you choose to add a new template, choose ‘New’ and select ‘Next’. Now you’ll be redirected to the template creation window. You can add three types of questions to a template: Discussion topic, single selection and star rate.

Once you finish adding questions to your template, click on launch. Your check-in will be launched!

On selecting ‘Someone’:

Once you select ‘Someone’, choose whom you want to request a check-in for. You can select an individual user or a group.  Then choose if you want the check-in to recur, if yes, fill in for how many days you want it to recur. Fill in the start and end dates.

You can either choose an existing template or add a new check-in template.

If you choose to add a new template, choose ‘New’ and select ‘Next’. Now you’ll be redirected to the template creation window. You can add three types of questions to a template: Discussion topic, single selection and star rate.

Once you finish adding questions to your template, click on launch. Your check-in will be launched!

Submitting An Ongoing Check-in

You can check your pending ongoing check-ins through ‘Pending check-ins’ in the ‘My Check-ins’ section. Go to the check-in that you want to submit a check-in for and select ‘Check-in’ under the ‘Action’ column.Now, fill in the check-in questionnaire and select check-in. Your ongoing check-in will be submitted!