Intended Audience: Admin/Managers
By default, Perform & Engage 365 will prompt your team members to check-in on a weekly basis.
As a manager or administrator within Perform & Engage 365 you can adjust this check-in frequency at an organisation, department, team or individual level.
If you manage a team within Perform & Engage 365 you can adjust this frequency from the 'My Team > Questions' screen.
Team Frequency
Within this screen you will see a number of tabs. The first is the overall team tab, this contains any relevant team level questions and goals as well as the default check-in frequency for the team. To modify the frequency for everyone in the team - click on the edit button and select the relevant frequency. You will have the option to apply this across all team members or just as the default.
^ Select the edit button from the team tab
^ A modal will display the frequency options available
Employee Level Frequency
In addition to team level frequency, you can specify different check-in frequencies for different team members. When set at the employee level this with override any team level setting.
Select the relevant team member from the tabs, if they are not visible click '+' and select their name from the list.
Within the employees tab select the edit button and specify the relevant check-in frequency.
Note: Adjustments to check-in frequency will apply immediately and will override department and organisation level settings.