To set up check-in questions, visit the Check-in Setup tab in the Setup section.

Here you can add check-in questions for your entire organization, for specific teams, or for individual users.

You can choose a recurrence value for each check-in question. This can be:

  • Weekly

  • Bi-weekly

  • Monthly

  • Quarterly

The question will always be asked during the final period included in the chosen recurrence interval. For example, if you set up a monthly question, it will be asked during the last week of each month.

This will determine how often employees of the organization must answer the question during their regular check-ins.

Admins can set up check-ins for the organization, for teams, or for individuals. Reviewers can set up check-ins only for the team they manage.

Employees cannot set up check-ins.

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