Your organisation’s admin users (normally HR or senior leadership) will, as part of setup, select a day of the week and cadence for all Perform & Engage 365 check-ins to occur across the business.
As a manager, you can adapt the day of the week for your team (or individual members) and the frequency if required.
To change the Perform & Engage 365 check-in day or frequency for your team:
- Head to the ‘My Team’ tab in the main Perform & Engage 365 menu bar.
- Select the ‘Questions’ tab on the secondary menu bar.
- Just below the section header ‘My Team’s Questions’ you will see a number of tabs, one named ‘Team’ and other named after the individuals on your team.
- To amend the whole team’s Perform & Engage 365 check-in settings, with the teams tab open, select the edit button to the far right-hand side.
- This will launch a menu allowing you access to amend the day or frequency as you require.
- To amend the Perform & Engage 365 check-in day for a specific individual, select that person’s tab and then use the edit button.