Check-Ins – How To Prepare 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 prepare the check-in.

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Combine the Areas of interest you wish to have combined in a review cycle. This feature can be used to create the annual review and also used to create localised departmental reviews through filters for employees and managers. To do so:

  1. From the Menu, navigate to Settings > Performance > Review.
  2. Click on Add New next to Performance management review.
  3. Enter the Title of your Review (try to keep it structured so that over the time you’ll easily be able to identify the reason and audience for the review). Enter a Description of your Review (to help understand who it was intended for and why).
  4. Select the For Period date range being reviewed (i.e. Reviewing work completed in the last year, last quarter, last month) and select the Schedule Date (Date the review will commence).
  5. Select the Days to complete (How long the review will remain open) and add the areas of interest as per below.
  6. In the Areas of Interest section, click Add new record and select the the relevant Area of Interest and in which order you would like it to appear.
  7. Click Update and then Save.
  8. Configure the alert triggers by scrolling down to Alerts, ticking the relevant Alerts and click Save.4.4_Add_a_new_review_1.gif
     Make sure your alerts are set up under Settings > Rules > Smart Alerts > Performance Management
  9. Add the Display and Edit Settings by selecting the relevant Settings and click Save.
  10. Confirm the Audience by selecting the relevant Participants and click Save.
  11. Under Reviewees you can then filter the people you wish to address this Review to.
  12. Confirm Report Access by selecting the relevant Employee and Manager report access as well as what access the manager will have in relation to self reviewer details and click Save.
  13. Finally, confirm Reviewers by selecting the relevant Job Title that will be a Reviewee, the relevant Department, Division and Location. Once complete click Save.


Once all relevant reviewee filters are set, click [Show members] to see who would be actually doing the review. This will allow you to make changes/adjustments before proceeding with launching the review.

Where possible, setting a Job Title instead of a specific name is best. This saves you having to continuously adjust reviewee settings when people move around jobs in your organisation.


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