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How to Use the Check-in Feature for Teammate

Once the manager sends a check-in, the teammate will be notified and can access the document to review and acknowledge it.

Updated over 3 weeks ago
  1. Identify a New Check-in: You will know you have a new check-in when its status is listed as "Open" next to the manager's check-in documentation.

  2. View the Document: Click on the open check-in to access the document and view the discussion notes added by your manager.

  3. Add Your Notes: You can add your own notes to the document if you find anything is missing or needs correction from what was discussed.

  4. Acknowledge the Check-in: Once you have reviewed the document and everything is correct and complete, click the green arrow icon on the right side of the page.

  5. Change Status: Clicking the green arrow will open the recorded details of the check-in and the status of the check-in, you can acknowledge it by changing the status.

  6. Manager Notification: The manager who created the check-in will receive a notification that the check-in has been acknowledged by you.

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