Setup Considerations: Check-Ins
You can use this topic to help make decisions when planning your configuration and use of check-ins. It explains:
- Why to set them up.
- How they fit into the rest of Workday.
- Downstream impacts and cross-product interactions.
- Security requirements and business process configurations.
- Questions and limitations to consider before implementation.
Refer to detailed task instructions for full configuration details.
What They Are
Check-ins enable workers to hold 1-on-1 continuous conversations with managers, peers, and mentors. Managers can use check-ins and check-in topics for informal coaching and career conversations with their workers.
Business Benefits
In Workday, check-ins:
- Are easy to set up and use because they don't require business process configuration.
- Provide a supplement to more formal employee review and feedback events with less administrative overhead.
- Enable you to encourage more frequent and personal communication in your organization.
- Provide comprehensive supporting details for more thorough performance reviews.
Use Cases
Users can:
- Create and schedule check-ins, and create individual check-in topics to share information and track discussions.
- Associate check-in topics with multiple check-ins with a participant.
- Create and edit check-ins and check-in topics on Workday and Workday on Android, iPad, and iPhone.
- Attach documents to check-ins and check-in topics to supplement discussions.
Questions to Consider
Questions | Considerations |
|---|---|
How do you enable workers to participate in check-ins? | Workers secured to the Self-Service: Check-Ins domain can create and view check-ins. |
How can you integrate check-ins into performance reviews? | You can create a custom report for check-ins and check-in topics and embed it as a check-ins analytic worklet in performance review business processes. |
Recommendations
- Create analytics to sort by check-in topic instead of by check-in date to analyze data by subject.
- To more effectively track conversations, inform users to manually add name or date and time stamps in Shared Notes on specific comments.
Requirements
Set up domains to enable workers to participate in check-ins.
Limitations
Workday doesn't support:
- Sharing a topic with multiple participants.
- Deleting a check-in by anyone other than the person who created it.
- Recovering deleted content in a check-in or check-in topic.
- Disabling Shared Notes.
- Disabling the ability of workers to overwrite the other participant's content in Shared Notes.
- Disabling My Notes for participants' private notes.
- Mass archiving of check-ins or check-in topics.
- Tracking user edits or deletions for check-ins or check-in topics. Workday doesn't support audit trails or a history of changes for check-ins and check-in topics. Example: the creator of a check-in topic can delete it with no record of the deletion.Administrators secured to theAuditorsecurity group can perform audits of individual check-ins or check-in topics.
Tenant Setup
You can set up routing rules for check-ins notifications on the
Edit Tenant Setup - Notifications
task.Security
These domains in the Performance Enablement functional area:
Domains | Considerations |
|---|---|
Self-Service: Check-Ins
| Add workers to this domain so they can create and view their own check-ins and check-in topics. |
Worker Data: Check-Ins
| Add managers to this domain so they can manage check-ins of other users in their organization. |
Set Up: Check-Ins
| Add administrators to this domain so they can set up help text for check-ins. |
Business Processes
No impact.
Reporting
Reports | Considerations |
|---|---|
My Check-Ins
| Enables self-service access for workers to view their check-ins and check-in topics. |
View Check-Ins
| Enables managers to view check-ins and check-in topics for selected participants. My Notes entered by participants are private and not included in the report. |
Check-Ins
| Enables managers to view a report of all check-ins for an organization. |
Check-In Topics
| Provides a report of all check-in topics for an organization. Administrators can use the report to track check-in topics for each worker. |
You can use the
Check-In
report data source to create custom reports.Integrations
Workday provides these web services for check-ins:
- Get Check-Ins
- Put Check-Ins
- Get Check-In Topics
- Put Check-In Topics
Connections and Touchpoints
Check-Ins interact with Manager Insights Hub, where managers can view and manager check-ins for their direct reports. Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.