Fill Out and Submit a Check-in

Use this article to fill out and submit your Check-in. When complete, your Check-in becomes visible to your direct manager and anyone else with permission to view your Check-ins.

Before You Begin

• Check-ins must be enabled for your account. If you do not see Check-ins in your navigation, contact your admin.

Steps

1. Click Check-ins in the left-hand navigation.
2. Select the current Check-in. To fill out a past-due Check-in, select it from the My recent Check-ins list.

Pulse

1. Select a number from 1–5 in response to "How did you feel at work since your last Check-in?"
2. (Optional) Type additional context in Anything to add?
3. (Optional) Click the lock icon to make your note private to you and your manager.

Objectives Updates

This section appears only if you own Objectives or Key Results.

1. Set each objective's status:

- On track — progress is as expected - Behind — progress is slower than expected - At risk — completion is in jeopardy

1. Click Key results (#) and aligned objectives (#) to expand, then edit Current value for each Key Result.
2. (Optional) Click the chat icon on an objective to leave a comment.

Priorities

1. In the Mark priorities from your last Check-in section, act on each prior priority:

- ✓ — mark complete - ↻ — carry forward to the next Check-in - 💬 — add a comment

1. In the What do you intend to accomplish? section, click Add a new priority and type each upcoming priority.
2. (Optional) Hover over a priority and click the link icon to link it to an objective you own.

Questions

1. Type your answer to each question in the response field.
2. (Optional) Click the lock icon to make an answer private.
3. (Optional) Click the double chat icon to add the answer to your 1-on-1 agenda.

Note: Required questions are not labeled. Optional questions are labeled optional. You cannot submit until all required questions are answered.

Your Feedback

1. (Optional) Type anything not covered elsewhere in Anything else you'd like to add?

High Five

1. (Optional) Type a recognition message in Write a message and @mention a teammate, group, @all, or an external email.
2. (Optional) Type # to add a company value hashtag.
3. (Optional) Change visibility from Public to Private.

Submit

1. Click Submit at the bottom of your Check-in.

Your Check-in is now visible to your manager and anyone with view permissions.

If Something Goes Wrong

Not Covered Here

This article does not cover editing a Check-in after submission. See Edit a Submitted Check-in.

Related Articles

• Edit a Submitted Check-in
• Submit a past-due Check-in
• Add an item to your Wins & Challenges from a Check-in
• Link a priority to an objective in your Check-in
• Priorities in Check-ins — when to use them and how
• Check-ins — Feature Overview