New check-in module has been implemented in the Engagedly platform. With role-based navigation and improved statistics, check-in 2.0 aims to simplify the tasks of the managers, team members, and admins for better collaboration across the organization.

Content

Visibility of New Check-ins Module

  • If you are an existing user of Engagedly, you will see the Old UI by default. If you are a new user, you will only see the New UI 
  • If you see check-ins in the new UI, you will also see it in the old UI when you switch from the new UI to old UI.

Launching a Check-in

  • You can launch a check-in by clicking on the ‘Launch’ button. 
  • You can launch a check-in from Overview, Dashboards, My check-ins, Team Check-in and Org check-in tabs.

Launching a check-in

 

  • By clicking on ‘Launch’, you can launch or create a new check-in ‘For Myself’ and ‘For Someone Else’.

Check-in for myself

 

  • You can launch a check-in by selecting the “new’ or ‘Use a Template’ radio button.

Launch a check-in

 

Launching a New Check-in – For Myself

  • When you select ‘New’ radio button on the pop-up, ‘Launch a check-in’ pop-up would be displayed.

Add topic

 

  • You can add Check-in Title
  • You can add 3 types of topics
    • Text type
    • Multiple choice type
    • Rating scale type

3 types of topic

 

  • On clicking ‘Next’, the ‘Assignment settings’ page would be displayed. 
  • You can make check-in as One Time or Recurring check-in by selecting ‘Yes’/’No’ respectively.

Recur check-in

One-time check-in

 

Launching a New Check-in – For Someone Else

  • You can launch a check-in for any user in the organization by clicking ‘For someone else’. 

Check-in for someone else

 

  • You can add 3 types of topics to the check-in:
    • Text
    • Multiple Choice
    • Rating Scale

Check-in for someone - topics

 

  • You can select any number of members in the organization. 

Select number of members

 

  • You can launch a check-in for the following groups: 
    • Departments
    • Business units
    • Open groups
    • Closed groups
    • Smart groups
    • Everyone

Check-in for groups

Assignment Settings

 

Home Check-ins Overview – Pending Actions

  • You can view all the pending check-ins on the ‘Pending Actions’ widget.

Pending Action widget

 

  • Pending actions would be listed in the following order of the due date:
    • Past due
    • Today
    • Future due

Due date for pending actions

 

Home Check-ins Overview – My Check-ins

  • All the check-ins would be listed under ‘My Check-ins’.
  • By default, check-ins of all the statuses are shown.
  • A dropdown menu is displayed when you click on the ‘All Statuses’ filter.
  • Based on the filter you select, check-ins would be displayed.

Home check-ins overview - My Check-ins

 

Check-ins Forms

  • The check-ins form shows the progress bar for you to know the percentage of answered and unanswered sections.
  • Here you have the option to ‘Save’ and ‘Submit’ the check-in. 
  • All the details related to the check-in will be listed on this page along with the Pending/Overdue/Missed/Completed status.
  • You can see all the questions in the check-ins form that are pending and overdue.

Check-ins form - pending:overdue

 

  • For missed check-ins, the form will be disabled. Which means you will not be able to make any changes.
  • You can only view missed check-ins and add comments.

Missed check-ins

 

  • For completed check-ins, forms will be visible with answers. 
  • You will be able to add comments to each topic. 
  • You will also have the option to export the check-in form as a PDF file.

Completed check-ins

 

Date Filter in Check-in Form

  • When you click on the check-in form, a check-in pop-up will appear and the date filter will be shown for recurring check-ins.
  • Click on the date filter arrow and you will see a dropdown with all the recurrence dates. 
  • When you click on a particular recurrence, you will see the respective check-in form.

Recurring check-in dates

 

View All Responses in Check-in Form

  • When you click on the check-in form, a check-in pop-up will appear, and ‘View All Responses’ option is shown for recurring check-ins.
  • Click on the ‘View All Responses’ option and a pop-up will be shown with all the responses given for that topic.

View all responses

 

  • If you have not answered a particular topic ‘Respondent has not answered this question’ text would be shown.

Respondant has not answered

 

Resource Center

  • You will be able to see all the check-ins which are requested by others and requested by self. 
  • Name, Requestor, Recurs, and Check-ins columns are shown. Filters are available only under the ‘Requestor’ column to filter the check-ins based on the requestor. 
  • Search and date filters are also available to filter the data.

Resource centre

 

Home Check-ins – Dashboard

  • You will be able to view check-ins in a graphical representation based on the ‘Response Status’ and ‘Monthly Responses’.
  • On the ‘Response Status’ donut, all the data will be shown based on the statuses of the check-ins.

Response status

 

  • When you click on the donut, a pop-up will open with respective check-ins. 

 

Response status - pop-up

 

  • Clicking on the filter will show a dropdown menu.
  • You can filter check-ins for 30, 90, 180, and 365 days.

Filter chek-ins

 

  • On the ‘Monthly Responses’ graph, 6 months’ data would be displayed based on the statuses of the check-ins. 

Monthly responses - 6 month data

 

  • When you click on the graph, a pop-up will open with respective check-ins.

Check-in graph

 

  • Click on the ‘Active Check-ins’ count and you will see all active check-ins count on the pop-up. 
  • Active check-ins are the check-ins on which you can perform actions like save, submit and edit.

Active check-ins

 

  • If you click on the arrow with ‘Active Check-ins Count’, a pop-up will appear with active check-ins.

Pop-up - Active checkins

 

Home Check-ins – Templates

  • All the templates created by self and shared by other users are listed under the templates tab. 
  • You can edit, share and delete the templates created by self.

Home check-ins - Templates

 

Create/Edit Template page

  • ‘Create Template’ allows you to add Template Title and Description.

Create template

 

  • Three types of topics can be added to a template
    • Text
    • Multiple Choice
    • Rating Scale

Check-ins template

 

  • Already saved templates have the option to Edit Info, Share and Delete.

Already saved templates

Share a Template

  • A template can be shared with other users in the organization.

Sharing a template

 

  • You can search and select the users with whom you want to share the template.

Search users to share a template

 

Delete a Template

  • You can delete a template from the overflow menu options. 

Delete a template

 

  • Delete confirmation message will be shown to you upon deletion.

Delete confirmation message for template deleting template

 

Home Check-ins – My Check-ins -> Launched by You

  • All the check-ins launched by you for self and someone else would be listed under ‘Launched by You’.
  • When you click on a particular check-in, a side grid will open up for the respective check-in and you will be able to see all the responses of that check-in.

Check-ins launched by you

 

  • Clicking on the ‘Nudge All’ option will show a pop-up. You can nudge all the users with pending check-ins.

Nudge all

Nudge pending check-ins\

  • By clicking on the overflow menu, you can perform the following actions on launched check-ins:
    • Pause Check-in
    • Edit
    • Delete
    • Manage Columns
    • Export

Launch check-in - Overflow menu

 

  • When you click on ‘Pause check-in’ from the overflow, a pop-up will appear and you can pause a check-in.

Pause check-in

Pausing the check-in

 

  • On clicking ‘Resume check-in’ from the overflow menu, you can resume a check-in.

Resume check-in

 

  • On clicking ‘Edit’ from the overflow, a pop-up will appear and you can edit the check-in. 

Edit check-in

 

  • On clicking ‘Delete’ from the overflow, a pop-up will appear and you can delete the check-in.

Delete check-in

 

  • On clicking ‘Manage columns’, you can select or unselect the columns.

Manage columns

 

  • On clicking ‘Export’, you can export the responses.

Export responses

 

Home Check-ins – My Check-ins -> Requested from You

  • All the check-ins launched to you by someone else and by you would be listed under ‘Requested from You’.
  • Clicking on a particular check-in will open up a side grid for the respective check-in. You will be able to see all the responses of that check-in.

Requested from you

 

  • On clicking the overflow menu, you can perform the following actions on check-ins:
    • Manage Columns
    • Export

Overflow menu

 

  • On clicking ‘Nudge’ for pending and overdue check-ins, a pop-up will appear and respective users will be notified.

Nudge for pending check-ins

Nudge pop-up

 

  • On clicking ‘View’ for completed and missed check-ins, a pop-up will appear and respective responses will be shown.

Completed and missed check-ins

 

  • On clicking ‘View’ for a completed response, the response form will be shown on the pop-up.

Completed response pop-up

 

  • On clicking ‘View’ for a missed response, the missed response form will be shown on the pop-up.

Missed response pop-up

 

Team Check-ins – Dashboard

  • If you are a manager, you will be able to see a graphical representation of ‘Team’ and ‘Secondary Team’ check-ins on the dashboard tab.

Team check-ins dashboard

 

  • ‘Members Without Check-ins’ shows the count of team members without check-ins.
  • When you click on it, a pop-up will appear and you will be able to add check-ins.

Members without check-in

 

  • On ‘Response Status’ donut, all the check-ins will be displayed based on the statuses of the check-ins.

Response status donut

 

  • Click on the donut and you will see a pop-up with respective status check-ins.

Respective check-ins pop-up

 

  • On ‘Monthly Responses’ graph, all the data will be displayed based on the statuses of the check-ins.

Monthly responses

 

  • When you click on the graph, a pop-up will appear with respective status check-ins.

Monthly responses popup

 

Team Check-ins – Team Check-ins -> Launched by you

  • If you are a manager, all the check-ins launched by you to your direct reports would be listed under ‘Launched by You’.
  • When you click on a particular check-in, a side grid will open up for the respective check-in and you will be able to view all the responses of that check-in.

Team check-ins - launched by you

 

Team Check-ins – Team Check-ins -> Launched by Team

  • All the check-ins launched by the team would be listed under ‘Launched by Team’. 
  • When you click on a particular check-in, a side grid will open up for the respective check-in and you will be able to view all the responses of that check-in.

Launched by the team

 

Team Check-ins – Team Check-ins -> Requested from Team

  • All the check-ins requested to the team would be listed under ‘Requested from Team’. 
  • Clicking on a particular check-in will open up a side grid for the respective check-in and you will be able to see all the responses of that check-in.

Requested from team

 

Admin Check-ins – Dashboard

  • If you are an admin, you will be able to see a graphical representation of check-ins on the ‘Dashboard’ tab.

Admin check-in

 

  • ‘Member Without Check-ins’ shows the count of members without check-ins. 

Members without checkin

 

  • When you click on the arrow, a pop-up opens up and you can add check-ins.

Add members check-in

 

  • You will be able to see the count of all active check-ins.

Count of all active check-ins

 

  • When you click on ‘Active Check-ins’ arrow, a pop-up will appear and all the active check-ins would be listed on the pop-up.

Active check-in members

 

Department and Business Unit Filter on Admin Dashboard

  • By default, ‘Org’ data would be shown on the Admin Dashboard. 
  • When you click on the dropdown, ‘Departments’ and ‘Business Units’ options will be shown.

Department and Business unit filter on admon dashboard

 

  • Click on ‘Business Unit’ dropdown and you will see all business units that are listed. You can filter the data based on the business unit selected.

Business units in Admin Dashboard

 

  • Click on ‘Department’ dropdown and you will see all the departments that are listed. You can filter the data based on the department selected.

Department dropdown

 

Admin Check-ins – Org Check-ins

  • If you are an admin, you can view all the check-ins launched by all users in the organization on ‘Org Check-ins’ tab. 
  • You can nudge all the members with pending check-ins by clicking on ‘Nudge All’.

Admin check-in - Org Check-ins

 

  • You will be able to view the count of all active check-ins.

Count of active check-ins

 

Notifications

  • You will get In-app and Email notifications, once check-in is launched.

In-app and email notification

Email notifcation about check-in

 

  • You will get In-app and Email notifications, once check-in is completed.

In-app notification on completion

Email notification on completion

 

  • You will get In-app and Email notifications if check-in is pending.

In-app notification for pending check-ins

Email notification for pending check-ins

 

  • You will get In-app and Email notifications if check-in is overdue.

In-app notification for overdue check-in

Email notification for overdue check-ins

 

  • You will get In-app and Email notifications for missed check-ins.

In-app notification for missed check-in

Email notification for missed check-ins

 

  • You will get In-app and Email notifications, once check-in comments are added to the check-in.

In-app check-in comment notification

Email check-in comment notification