Check-Ins – How To Set Up Topics 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 topics within a check-in.

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The topics are the subcategories appearing within an Area of Interest. 

  1. Navigate to Settings > Performance > Topic.
  2. Click the Add new button.2.1_Add_a_topic_2.gif
  3. Enter the Title of the Topic (this becomes the question asked in the Check-in) along with the Description of the Topic. 2.2_Configure_the_topic_1.gif
  4. Choose the relevant Scale and click Save to lock in the settings and unlock the Focus Points element.
    NOTE: Select the "Display multiple focus points per topic" box if you would like to display more than one focus point per topic. Otherwise only one Focus Point is shown per Topic.
  5. In the focus point section click Add new record and enter a Title and a Description. 2.3_Focus_Point_1.gif
  6. Select your Display Option and click Update.
     a) 'No Display' will display only the question, no description appears.
     b) 'As tool tip' will popup when clicking on the question icon. 

    c) 'In Line' will make the description appear just under the question for all to see. 

    View process below:

(Repeat until all focus points are setup)

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