Below are detailed instructions on completing a self check-in. If your company is not running a Goals Check-In (where active goals in Reflektive get pulled into the survey form), please skip to Step 1: Fill Out Check-ins.
Step 0: Update Goals
Ideally, you and your manager had a goal alignment conversation at the beginning of the quarter, and when adjustments to goals happen throughout the quarter, your goals have been kept up-to-date.
- If your goals are up-to-date, please start writing your self check-in!
- If your goals are outdated, please make sure that any changes to active goals are reflected on the goals page before you start the check-in
In most cases, only active goals are pulled into the check-in form so be sure that your active goals are up to date in Reflektive! There may be cases where goals that are in other states (incomplete, completed, archived, etc) are pulled in, but your HR administrator should be explicit in what the expectations should be.
Once you submit your Self Check-In (or your manager submits the Manager Check-In), you will not be able to update the goals that are in the check-in form.
Step 1: Fill Out Check-ins
After you click on "Check-in Self," you'll see a survey form with your active goals incorporated. If you need to edit these goals, please do so in your Goals tab!
If your company is not running a Goals Check-In, you will see the survey questions.
Congrats, you're done with writing your check-in! Remember to click on "Submit" to complete your check-in! Once you submit, your goals within the form will be locked.
If you need to edit your check-in after you submit, please navigate back to the dashboard and click on the "Edit" link.
Your manager will be notified via email that you have edited your check-in. Remember to click "Submit" after you have edited your check-in in order to capture your edits!