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 proceed and launch a check-in.
Follow me.
- Navigate to Settings > Performance > Review
- Click Proceed and then select Yes to schedule the review. The process will then be scheduled and Alerts (if set up) will be sent to all employees
Note |
You will not be able to make changes to the Check-in once you clicked 'Proceed' - but you can Clone (see 6.2) |