Completing a check-in (for Employees)

Modified on Wed, Nov 29, 2023 at 11:13 PM

Check-ins are a great way to document regular conversations between an employee and their manager. Check-ins are usually organized scheduled weekly, monthly or quarterly, depending on the type of check-in within each team. The check-in itself is a short questionnaire that's completed by the employee first and then by the manager.


Completing the questionnaire


Primalogik will send you a message when it's time to complete your part of the process. You will also see a task on your Tasks list that will look like this:



In order to complete the questionnaire, you need to press "Respond" and follow the instructions.


What happens next?


Once you're done completing the questionnaire you must use the "Submit" button to finish this step and send your responses to the manager. The manager will get a notification and a task so they know they need to open the questionnaire and complete their part.


Once the manager is done with their part, they will be able to share the document using the "Share" button.




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