Steps: Set Up Check-Ins

Check-ins provide an informal method of 1-on-1 communication between workers to supplement formal employee review and feedback events. You can use check-ins for communication between managers and workers that's less structured than formal employee review or feedback processes. You don't need to configure any business processes to set up check-ins.

A check-in includes 2 participants: the user who creates the check-in and the user who receives the check-in. Workers can create only 1 check-in for a given date for each participant. Check-in dates can be in the past or in the future, and participants can change the date at any time. Workers can create multiple check-in topics for each check-in. Check-in topics can contain both notes shared with other workers and notes workers keep for themselves (

My Notes

). Workers can add and remove attachments to check-ins and to check-in topics.

You can set up check-ins so that workers secured to the Self-Service: Check-Ins
domain can send and receive check-ins to other workers secured to that domain, not just their managers.

Workers can create and edit check-in topics on the Workday mobile app.

Edit Domain Security Policies.

Set up check-ins for these domains in the Performance Enablement functional area:

Self-Service: Check-Ins

Worker Data: Check-Ins

(Optional) Set up push notifications and notification settings for check-ins and check-in topics.

Access the

Edit Tenant Setup - Notifications

task.

Set Up Mobile Push Notifications.

Select

HCM

in the

Notification Delivery Settings

section to override the parent notification type delivery settings. Create a notification routing rule for check-ins to enable or disable the

Notify Participants

check box.

See Create Notification Routing Rules.

(Optional) Configure these profile groups to display check-ins on the

Performance

tab or the

Career

tab of the Worker profile:

Career for Worker Profile

Performance for Worker Profile

See Steps: Set Up Profiles and Profile Groups.

(Optional) Add the

View Check-Ins

report to the Team Performance Dashboard and the

My Check-Ins

report to the Talent and Performance Dashboard.

See Steps: Set Up Dashboards and Landing Pages.

(Optional) Access the

Maintain Check-Ins Setup

task to add help text that displays on the

My Check-Ins

report.

Security: Set Up: Check-Ins
in the Performance Enablement functional area.

Workers can create, view, edit, delete, and archive check-ins and check-in topics.

You can customize the

Check-Ins

and

Topics

labels on the

Maintain Custom Labels

task.

Reference: Edit Tenant Setup - Notifications