Run and complete a check-in

What this achieves

The check-in record is where a one-to-one is captured while you are having it: what you covered, how the person is doing, and what either of you agreed to do. Completing it locks that record so it stops being a working draft and becomes history.

Required role: Administrator or Manager.

Steps

Go to Feedback & 1:1s → 1:1s & Check-ins and open the check-in.
Work through the Agenda, adding points with Add Item as the conversation moves.
Write Manager Notes.
Write Employee Notes for what the employee said, or leave it for them to write themselves.
Set the Mood Check.
Add each Action Items entry with Add, and set the Owner of each.
Link or unlink a development plan under Linked Development Plan if that changed.
Select Complete Check-in and confirm.

What is on the record

Option	Description
Agenda	The points covered. Visible to the employee.
Manager Notes	Your record of the conversation. This field does not appear on the employee’s own view of the check-in.
Employee Notes	The employee’s side of the conversation. Shared — the employee writes here on their own screen, and you both see it.
Mood Check	Great, Good, Okay, or Struggling. Shown to the employee and tracked over time.
Action Items	Commitments out of the conversation, each with an Owner of Manager or Employee.
Linked Development Plan	A development plan connected to this check-in.

Who sees what

The employee’s own view of the check-in shows the agenda, the action items, the mood, and their own notes. Manager Notes does not appear on it, and neither does AI prep.

That is a real difference from a career conversation note, which the employee reads in full. Do not assume the two records behave the same way, and do not let a note you would not say out loud become the reason the two records drift apart.

Example: Olivia Bennett records in Manager Notes that she wants to raise James Whitfield’s readiness for a lead role with HR before saying anything to him. That belongs to her record of the meeting. What they agreed he would do next belongs in Action Items, where he can see it and act on it.

Mood

Mood Check is a single reading of how the person is doing, and its value is the trend rather than any one entry. A run of Okay after a year of Good is the signal; one Struggling in a hard week is a Tuesday.

The employee sees the mood you set, so set it as something you would say to them.

AI preparation

Generate AI Prep drafts talking points, follow-up questions, and sensitive topics to handle before the conversation. The screen states that it costs 1 AI credit, and shows the cost beside the action before you run it. Regenerate produces a fresh draft.

Treat the output as prompts to consider, not conclusions about the person. It is preparation you review and own — what ends up in the record is what you decide to write. It is not shown to the employee.

Completing locks the record

Complete Check-in marks the check-in complete. The interface states what that does: notes, agenda, mood, and action items are locked. You can still toggle action-item completion afterwards, so the commitments stay live even though the record does not.

Complete it once the conversation is genuinely finished, not at the end of the meeting slot. There is no route back to an unlocked record.

Example: Olivia Bennett leaves a check-in open for an hour after the meeting to write up what was said, then completes it. Completing it in the room would have locked a half-written note.

What happens next

The check-in moves to your Past tab and counts towards the completion rate on your team-health view. Action items stay visible to both of you until they are ticked off, and mood readings accumulate into the trend a manager reads across the team. A check-in whose time passes without being completed shows on the Missed tab.