What are Check-ins and Snapshots?
CHECK-INS
Check-Ins are regular discussions between you and your manager to review ongoing goals, performance, and continuous development. In addition, you and your manager should discuss openly how you are delivering against your goals and where development actions could improve performance.
How often should Check-Ins occur?
Employees should set up check-in discussions with their Manager at least once per quarter.
What should I do if I take on a new role or will have a new Manager?"
Prior to a change of role or Manager, you should initiate a closing check-in with your Manager. Then, your Manager should complete a snapshot to assess your performance based on currently defined objectives.
When you take on a new role, reporting to a new Manager, you should initiate a check-in with your new Manager to discuss coming priorities and objectives. You are also responsible for leading your development discussion.
When you will stay in the same role, reporting to a new Manager, you should initiate a new check-in with your new Manager. If possible, you, your previous Manager, and New Manager would be present as a best practice in order to encourage transparency and a smooth transition.
SNAPSHOTS
The Snapshot is the summary of every check-in, prepared by the Manager, and captured in the Performance tool in My HR Services. Snapshots are comprehensive overviews of an individual’s performance, behaviors, development, and potential.
When prepared properly, the snapshot provides honest, direct feedback to the individual and avoids surprises at the Year-end Assessment.
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