Managers use this workflow to access and open submitted Check-ins from their direct reports. When complete, the Check-in is marked as reviewed and the next unreviewed Check-in opens automatically.
Before You Begin
- Your organization must have Check-ins enabled. See Enable or disable Check-ins for your organization if Check-ins do not appear in your navigation.
- You must have at least one direct report with a submitted Check-in.
Steps
- Click Check-ins in the left navigation.
- Click the Team's tab.
- Click Start reviewing at the top of the page to open the first unreviewed Check-in for the current period.
- To review Check-ins from past periods, click View next to "Unreviewed Check-ins" at the bottom of the page, then click Review Submitted Check-ins.
- Review the Check-in answers.
- To take action on individual answers (react, comment, flag, pass up, add to 1-on-1, share), see Take action on a Check-in (react, comment, flag, pass up, add to 1-on-1).
- Click Mark as reviewed and review next.
- The current Check-in is marked as reviewed and the next unreviewed Check-in opens. When no unreviewed Check-ins remain, the queue is empty.
If Something Goes Wrong
| Issue | Check | Fix |
|---|---|---|
| Team's tab is not visible | Confirm you have at least one active direct report in 15Five | Ask your admin to verify your reporting structure in account settings |
| Start reviewing button does not appear | Confirm at least one direct report has submitted a Check-in for the current period | Ask the direct report to verify their Check-in was submitted, not just saved as a draft |
| Past unreviewed Check-ins do not appear | Check whether the "Unreviewed Check-ins" section shows a count greater than zero | If the count is zero, all past Check-ins have already been marked as reviewed |
| Check-in opens but shows no answers | The direct report submitted without completing all sections | Review whatever answers are present; partial submissions are valid |
Not Covered Here
This article does not cover the individual actions available while reviewing a Check-in (reactions, comments, flagging, pass-up, Wins & Challenges). See Take action on a Check-in (react, comment, flag, pass up, add to 1-on-1).