Check-Ins – How To Establish a Rating Scale Within a Check-In

Check-ins allow employees, peers and managers to complete performance reviews. Check ins within Flare can be customised to suit your various employees. Check-ins are set up in smaller individual parts, which you then assemble at the end. You will need to set up the following parts to create a Check-in:

  • Area of Interest: This acts like a category. 
  • Topic: This is a subset of the above category to which you can add -
    • Focus Points: These act like individual questions/statements. 
      • Scale: This allows to set a scale (e.g. 1-10 or Meets expectations - Does not meet expectations)
      • Free text field: This allows for an employee or manager to enter free text

The basic flow of setting up a Check-in is as below: 

  1. Establish a rating Scale
  2. Set up Topics
  3. Set up Area of Interest
  4. Prepare the Check-in
  5. Preview the Check-in
  6. Proceed with the Check-in

This article reviews how to set up a rating scale within a check-in.

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Setup the scales for different aspects you may cover during all your reviews. (From 1 to up to 10) - You can skip this step if you will be using free text fields only. 

  1. From the Menu, select Settings > Performance > Scale. 
  2. Click Add new and enter the name of the scale. Once complete click Save to lock in the new scale.
  3. Click Add new record. Enter the Title of the item, a Description of the item to provide context to help understand what each item means and add a Score. 
  4. Once complete click Update to lock in the new item and repeat until your full scale is setup.
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