This article walks through steps and recommendations for configuring your organization's Check-ins feature settings. Check-ins are a regular, lightweight practice that improves organizational health by replacing traditional status reports, email chains, and spreadsheets with a handful of questions that solicit feedback from employees and start vital conversations
In this article, you will learn how to...
- Access Check-ins feature settings
- Configure basic feature settings
- Configure Check-ins tool settings
- Configure additional settings for Check-ins
Access and availability
⛔️ Required access to Check-ins.
👥 This article is relevant to account admins.
📦 This feature is available in the Perform, Focus, and Total Platform pricing packages.
⏳ Estimated time to configure: 10 minutes
Access Check-ins feature settings
- Click on the Settings gear in the top, right-hand corner of 15Five.
- Select 'Features' from the dropdown menu.
- Click into the 'Check-ins' section.
Configure basic feature settings
Consider the following as you begin configuring Check-in feature settings:
Decide who has access to Check-ins. If Check-ins are disabled for someone,
- The Check-ins tab will no longer appear in either their web or mobile version of 15Five;
- They will lose access to past submitted or current Check-ins;
- There won't be data available for them in Check-ins reporting;
- They will no longer receive Check-in notifications.
Tip
The ability to limit who has access to Check-ins can be especially helpful if you want to roll out Check-ins within your organization in phases. In this case, you can select the "Enable but limit to groups" option and only include your early adopters.
Tip
15Five recommends that your organization’s Check-in frequency is set to weekly and due on Friday (this is how it is set by default). This makes it easier on your employees to reflect back on the week and plan for the next week with more specificity and thoughtfulness. If you’re not frequently submitting Check-ins it can be difficult to remember how you felt, what you accomplished, what challenged you, etc so the more frequent the better!
Configure Check-ins tool settings
Consider the following as you begin configuring Check-in tool settings:
- Pulse in Check-in: Decide whether or not you want the Pulse question (" How did you feel at work since your last Check-in?") to appear in Check-ins. You can also limit the Pulse question to specific groups.
-
Pulse Dashboard: The Pulse dashboard is a reporting tool that allows you to easily track and report on how the Pulse question is being answered. Here, determine whether you want everyone in your company to be able to see Pulse answers based on their hierarchy, or if you want to limit visibility to account admins only. Learn more about the Pulse dashboard.
Tip
We recommend making the Pulse Dashboard visible to everyone in the company with standard 15Five viewing permissions so that managers can have Pulse insights into their direct reports and hierarchies.
- Priorities in Check-ins: Decide whether or not you want the Priorities section to appear on Check-ins.
-
Priorities custom labels: Customize how Priority questions are asked on Check-ins. By default, labels are "Mark priorities from your past Check-in as complete" and "What do you intend to accomplish between now and your next Check-in?". The former section is where priorities carried over from a person's previous Check-in appear, and the latter is where a person can set new priorities.
Tip
If you choose to cusomize labels, we recommend providing guidance in the label text. For example, "What are 2-3 things that are top of mind for you this week?" This ensures that employees use the 'Priorities' section strategically, rather than as a to-do list. Read more about use cases for Priorities.
- Sharing Priorities: This section contains a link to set up the 15Five app in Slack so that employees can share priorities from Check-ins to a Slack channel. Learn more about using the 15Five app in Slack.
Tip
15Five recommends you enable High Fives in Check-ins company-wide if you are using the High Five feature. This is a great end-of-week reminder to celebrate and recognize your coworkers as you close out your Check-in.
Select whether or not you want to allow employees to attach documents to their Check-ins.
Configure additional settings for Check-ins
In addition to Check-in settings that can be managed on the Check-ins feature settings page, there are some other settings relevant to Check-ins that can be managed elsewhere.
Smart Groups are groups that contain all direct reports for a specific reviewer. As teams change, Smart Groups automatically update to reflect current group membership. Smart Groups allow managers to easily pull group reporting, change settings for the group, and manage group questions for their direct reports.
Read more about enabling and configuring Smart Groups, including whether or not you want account admins to have visibility into smart groups and whether you want people in your organization to have the ability to @mention Smart Groups.
Enabling "Reporter Feedback" means that everyone in your organization will see a section at the bottom of their Check-in that says, "Anything else to add?". Asking this question provides a great opportunity for employees to surface questions, issues, or other subjects that they want to bring up, but that weren't specifically asked about in their Check-in.
You can enable or disable this setting on the Features overview page.
Account admins, managers, and group admins can create Check-in questions for people within your organization to varying degrees. Read more about managing Check-in questions.