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Created by Guest
Created on Jul 29, 2025

Customisable forms for Check-Ins, aligned to performance review structure

Check-Ins are currently separate from performance reviews and offer only a basic text box. This means managers have no structured form to work from, and we end up creating a performance review form instead, then manually updating the Check-In notes. It would make far more sense to either improve the Check-In form with more structure or allow super admins to design a custom Check-In form aligned to our internal processes.

Describe the Challenge We need structured and consistent Check-In forms that mirror the goals and format of our formal review process without duplicating admin effort.
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