Performing Check ins on employees
To initiate the process, please log in as a manager or administrator, ensuring you possess the necessary permissions.
Subsequently, navigate to the Workforce tab and select the Employees option.
Choose the employee for whom you would like to conduct a check-in by clicking on the eye icon found in the actions column.
From the Employee Details page, proceed to the Performance tab and select the Reviews & Check-ins option. Next, click on the New Check-In button to begin the process.
You may choose to add employee comments in the designated section; however, providing comments as the manager is mandatory. Once you have completed these fields, click on the "Save Updates" button to finalize the check-in process.