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
- Focus Points: These act like individual questions/statements.
The basic flow of setting up a Check-in is as below:
- Establish a rating Scale
- Set up Topics
- Set up Area of Interest
- Prepare the Check-in
- Preview the Check-in
- 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:
- From the Menu, navigate to Settings > Performance > Review.
- Click on Add New next to Performance management review.
- 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).
- 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).
- Select the Days to complete (How long the review will remain open) and add the areas of interest as per below.
- 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.
- Click Update and then Save.
- Configure the alert triggers by scrolling down to Alerts, ticking the relevant Alerts and click Save.
Note: Make sure your alerts are set up under Settings > Rules > Smart Alerts > Performance Management - Add the Display and Edit Settings by selecting the relevant Settings and click Save.
- Confirm the Audience by selecting the relevant Participants and click Save.
- Under Reviewees you can then filter the people you wish to address this Review to.
- 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.
- Finally, confirm Reviewers by selecting the relevant Job Title that will be a Reviewee, the relevant Department, Division and Location. Once complete click Save.
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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. |