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.