The below will walk you through a typical check-in workflow for an employee that is completing a self-check-in. The video goes through the full work-flow.
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- If your goals are outdated, please make sure that any changes to active goals are reflected on the goals page before you start the check-in
Remember that only active goals are pulled into the check-in form so be sure that your active goals are up to date in Reflektive!
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!
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