Check-ins are recurring employee submissions containing answers to configured questions, priority updates, and pulse ratings. Managers review and respond to their direct reports' Check-ins on a set schedule. Admins control question configuration, frequency, and visibility. Employees, managers, and admins each have distinct actions available within the Check-in workflow.
Key Rules
- Check-ins can be enabled or disabled for the entire organization by an admin.
- Frequency can be set at the company level, group level, or individual level; more specific settings override broader ones.
- Visibility settings control which roles can see Check-in responses, including options for matrix reporting structures.
- Managers can flag answers, leave private comments, pass answers up the reporting chain, and add items to 1-on-1 agendas.
- Employees can edit a submitted Check-in only if a manager explicitly grants permission, or within the same submission period before it is reviewed.
- For details on the four mechanisms that control Check-in visibility (hierarchy, groups, followers, Global Viewers), see Who can see my Check-ins?.
Start here by role
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In This Section
Configure Check-in settings (Admin)
Show 19 articles
- Add question bank questions to Check-ins
- Adjust Check-in section frequency (company-wide and by group)
- Bulk update Check-in frequency via CSV import
- Change Check-in due days
- Configure Check-in access and frequency settings
- Configure Check-in visibility for a matrix reporting structure
- Configure Question Queue settings
- Create a Check-in question
- Edit a Check-in question
- Enable or disable Check-ins for your organization
- Manage Question Queue questions and order
- Set a company-wide vacation to skip Check-ins (Admin)
- Set a custom Check-in frequency for a group
- Set a custom Check-in frequency for an individual
- Set a vacation for a team member to skip Check-ins (Admin / Manager)
- Set a vacation for yourself to skip Check-ins
- Set the default company Check-in frequency
- Set up group-level transparency for Check-ins
- View Check-in questions for an individual
Manage Check-ins
Show 1 article
Review and respond to team Check-ins (Manager)
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- Access and act on flagged Check-in answers
- Access and review a direct report's Check-in
- Allow a direct report to edit their Check-in
- Flag a Check-in answer for follow-up
- Give a High Five while reviewing a Check-in
- Leave a private comment on a Check-in
- Take action on a Check-in (react, comment, flag, pass up, add to 1-on-1)
- Track the progress of assigned actions
- Use Manager Copilot to review your team's Check-ins
- View Check-ins for your direct report hierarchy
Submit and manage your Check-in (Employee)
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- Add a follower to your Check-ins
- Add an item to your Wins & Challenges from a Check-in
- Edit a Submitted Check-in
- Edit or delete actions and discussions you created for others
- Link a priority to an objective in your Check-in
- Move a submitted Check-in to the prior period
- Pass up a Check-in answer to your manager
- Print or download a Check-in
- Share a Check-in answer via email
- Submit a past-due Check-in
Understand Check-ins
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Use Check-in reporting and insights (Admin / Manager)
Show 14 articles
- Access and navigate the Submitted Check-ins report
- Access and use the Pulse Dashboard
- Access the Check-ins Polls Dashboard and Download Question Data
- Access the Check-ins Questions Dashboard
- Download Pulse report data
- Download the Check-ins Priorities Answers report
- Download the Check-ins Priorities Metrics report
- Export all Check-in questions and answers
- Reporting permissions by role in 15Five
- Track manager review rates using the Reviewed Check-ins report
- Use the Check-ins Answers Report
- Use the Check-ins Metrics Report
- Use the Priorities Dashboard filters and views
- View Check-in metric trends over time (Trends Dashboard)