Check-in forms are a great way for managers to assess the happiness of their employees, capture achievements, identify potential problems, and so much more. Using intelliHR to automate your check-in forms is a great way to ensure that you're having consistent and effective check-ins with your team.
This article covers:
- How to Create a Check-In Form
- How to Automate a Check-In Form
- How to View Results of your Check-In Form
How to Create a Check-In Form
1. Navigate to Engagement >> Form Designs
2. Refine your search by category using the filter Employee Engagement
3. Scroll through the list of form designs to find the Check-in form
4. The Check-in form in your intelliHR platform will already have a range of questions built out, but we encourage you to review the fields and edit, remove or add more as you see fit. Click on the Edit icon to add additional field types or to make amendments to the questions in your form
5. If required, click on Settings to update the behaviour of the form
6. Once you have finished creating your check-in form, you can press Preview to view the final product
Review the Form Design
- Library Item Fields: Standard form fields that can be used across multiple forms to capture qualitative data from multiple form sources. Note that the Check-in form has both the rating and text library items depicted below.
- Edit Form Fields: For more information on how to edit and customise your form review the Using Forms knowledge base article
How to Automate a Check-In Form
1. Navigate to Engagement >> Pulses
2. Select Schedule Pulse
3. Type the Name of your Pulse (will be used to identify the pulse in your records)
4. Select the Form Design to be used in your Pulse
5. Select your targeted group(s) of employees (default is All). You can also target a particular group of employees using the pulse filters.
6. Toggle the Recurring button on to have the check-in continue to send at a cadence of your choice. For more information on creating and editing pulses review our knowledge base article.
7. Once you're happy with the filters and start date/time, press Save Pulse
How to View Results of a Check-In Form
There are several Analytics pages that can be used to review the responses to your check-in. These pages are:
Task Compliance
This is a great place to quickly review the completion rate of the form, and identify those who have not yet completed it or have ignored this form.
1. Navigate to Analytics >> Task Compliance
2. Select the Check-in form from the Form Design Name chart
3. Using the various filters on the page, you can drill down on specific information like categories, gender, business unit, location, etc.
4. Use the Row Data Table icon in the bottom right-hand corner to access critical data points. For more information on accessing data points from row data check out our knowledge base article.
Employee Satisfaction
When using the happiness rating and text response library items in your check-in form this data will populate the employee satisfaction analytics allowing you to track happiness over time and quickly identify any causes for concern e.g. any employees provide a low satisfaction score.
1. Navigate to Analytics >> Employee Satisfaction
2. Select the Check-in form from the Form Design Name chart
3. Using the various filters on the page, you can drill down on specific information like categories, gender, business unit, location, etc.
4. Use the Row Data Table icon in the bottom right-hand corner to access critical data points. For more information on accessing data points from row data check out our knowledge base article.
Form Data Analysis
The form data analysis allows you to review all responses from the Check-In form with any rating fields graphed and any text responses presented as word clouds. Furthermore, from this area you can also choose to export in the top-right of your screen all of the response data into a csv file.
1. Navigate to Analytics >> Form Data Analysis
2. Select the Check-in form from the Form Design dropdown box
3. Using the various filters on the page, you can drill down on specific information like categories, gender, business unit, location, etc.
4. Use the Row Data Table icon in the bottom right-hand corner to access critical data points. For more information on accessing data points from row data check out our knowledge base article.
Feedback and Task Form Data Sentiment
This analytics page provides a sentiment score between -1 and +1 based on every text response across all forms in the platform.
1. Navigate to Analytics >> Feedback and Task Form Data Sentiment and use the various filters on the page, you can drill down on specific information like categories, gender, business unit, location, etc
2. Use the Row Data Table icon in the bottom right-hand corner to access critical data points. For more information on accessing data points from row data check out our knowledge base article.
Tip: In each of the analytics pages, you can customise and save frequently used filters using filter dimensions to view a specific data set. For example location or work type.