Create a Check-in question

Admins and managers use this article to create a new Check-in question. When complete, the question appears on the Manage Questions tab and is immediately active for the configured audience and schedule.

Before You Begin

  • You must have access to Check-ins and the Manage Questions page.
  • Account admins can create questions for anyone. Group admins can create questions for their group members. Managers can create questions for anyone in their direct report hierarchy. See for the full permission rules.

Steps

  1. Go to Check-ins > Manage Questions.
  2. Click Create a new question.
  3. Select a question audience:

- Company-wide — question is asked to all employees - Group — question is asked to members of selected groups - Person — question is asked to specific individuals

  1. Select a question type:

- Text — open-ended plain text response - Yes/No — respondent selects yes or no - Numerical — respondent enters a number - Rating scale — respondent selects a value on a scale up to 10 - Question bank — redirects to the 15Five Question bank; select a pre-built question from the list

  1. Type the question text in the Question field.
  2. Optionally, type a description in the Description field.

- The description appears below the question on the Check-in form.

  1. Under Question context settings, select which contextual details to display:

- Show question author — displays the name of the person who created the question - Show frequency — displays how often the question appears - Show audience — displays who the question is asked to

  1. Select question frequency:

- Show in every Check-in — appears on every Check-in regardless of reporting period - This is a one-time question — select the current or following reporting period - Schedule this question — select weekly, bi-weekly, monthly, or quarterly

  1. Select any additional question settings that apply:

- Required question — respondents must answer before submitting their Check-in - Allow multiple written answers — respondents can submit more than one text answer (text questions only) - Include an optional written answer — respondents can add a written answer alongside a Yes/No, Numerical, or Rating scale response - Share answers on Slack — enter the Slack channel name to post all answers to that channel (visible only if the 15Five–Slack integration is configured)

  1. Click Create new question.

The new question appears on the Manage Questions tab under the configured audience section.

If Something Goes Wrong

Issue Check Fix
Create a new question button is not visible Confirm your role has permission to create questions for the intended audience Contact your Account admin to verify your role permissions
Share answers on Slack option does not appear Check whether the 15Five–Slack integration is active in your account Ask your Account admin to configure the Slack integration before creating the question
Question bank option redirects but shows no questions Confirm you have an active internet connection and retry Reload the page; if the question bank remains empty, contact 15Five Support
Frequency schedule options do not expand Confirm you selected Schedule this question and not one of the other frequency options Click directly on the Schedule this question radio button, then select a frequency from the options that appear

Not Covered Here

This article does not cover editing, deactivating, deleting, or reactivating an existing question. See Edit a Check-in question, , and .

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