Running effective check-ins

A check-in is a structured 10-minute one-on-one conversation between a supervisor and a staff member. It is not a performance review — it is a development touchpoint. The goal is to stay close to how each person is feeling, growing, and progressing.

Types of check-ins

• 30-day, 60-day, 90-day — milestone check-ins auto-scheduled from hire date.
• Annual — scheduled on hire date anniversary for tenured staff.
• Ad-hoc — initiated anytime by a supervisor for an unscheduled conversation.

Completing a check-in

• Open Check-in from the bottom nav.
• Select the scheduled check-in or start a new ad-hoc one.
• Choose one or two conversation prompts to guide the discussion.
• After the conversation, write your notes in the Notes field.
• Decide whether to share the notes with the associate.
• Mark as Complete.

Conversation prompts

Each check-in presents a set of suggested prompts matched to the milestone type and the associate's role. You are not required to follow them exactly — they are starting points. The best check-ins feel like a natural conversation, not an interview.

Sharing notes with the associate

You can choose to share your notes with the associate so they can read them in their own view. This builds trust and gives them a record of the conversation. Notes are never shared by default — you must opt in each time.

Ad-hoc check-ins

Any supervisor can start an ad-hoc check-in at any time. These are useful for documenting a spontaneous coaching moment, a positive recognition, or a concern that shouldn't wait for the next scheduled milestone.