Employee

Launch a Self Check-In

Navigate to Home > Check-Ins.

  1. Go to Overview and click LAUNCH.
  2. Select For Myself from the drop-down.
  3. Select New to create a check-in from scratch, and then click NEXT.

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  4.   Enter the check-in title and click ADD TOPIC.

  5.   Select a question type (text, multiple choice, or rating scale) from the drop-down.

  6.   Enter the question and click SAVE.

  7.   Repeat steps 2 to 4 to keep adding more topics for check-ins and click NEXT.

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  7.   Select Yes to set up a recurring check-in, or select No.
  • To recur a check-in, select the number of days.
  • Select the start and end dates for the check-in.
  • To non-recur a check-in, select the due date.

  8.   Click LAUNCH.

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Alternatively, select Use a Template to use a predefined check-in template.

  • Click Select Templates to select a template from the dropdown menu and click Next.
  • Edit the predefined template if required, and click NEXT.
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