After you submit your Check-in, you may realize you forgot to mention something important or that you need to change an answer. This article walks through how to edit a Check-in. The steps to edit a Check-in vary slightly depending on whether or not your manager has already reviewed the Check-in. Both scenarios are covered in this article.
In this article, you will learn...
Access and availability
⛔️ Required access to Check-ins.
👥 This article is relevant to all roles.
📦 This feature is available in the Perform, Legacy Focus, and Total Platform pricing packages.
How to edit your Check-in 🧑💻
- Click on Check-ins in 15Five's main, left-hand navigation.
- Open the Check-in you need to edit using the "My recent Check-ins" box on the right-hand side of your screen.
-
If your manager hasn't yet reviewed the Check-in, you will see an Edit Check-in button on the right side of the page. Click this button to reopen the Check-in for editing.
-
If your manager has already reviewed the Check-in, you will see a Request to edit button to the right of your Check-in.
A popup will appear on the page. Add an optional personal message, then click Send request. An email and in-app notification will be sent to your direct manager asking them to approve your editing request. Once they do so, you'll receive an email notification, at which point you are free to edit your Check-in. - Once you make the desired edits, don't forget to resubmit your Check-in by clicking Resubmit at the bottom of the page. If you do not resubmit your Check-in, your direct manager will not be able to view either the previously submitted version of your Check-in or the updated version.
Related articles 📖
- How to allow your direct report to edit their Check-in
- How to fill out a Check-in
- How to review a submitted Check-in
Frequently Asked Questions (FAQs) ❓
When you request to edit a Check-in that your manager already reviewed, they'll receive both an in-app and email notification that contains links they can follow to approve your edit request.
The in-app notification looks like this:
The email notification looks like this:
Subject: [Name] wants to edit their Check-in