How do I complete my Perform & Engage 365 check-in using Teams?

It’s super simple to complete your Perform & Engage 365 check-in using Teams.

The Perform & Engage 365 app will notify you when your next Perform & Engage 365 check-in is due. You will receive a notification via the ‘Chat’ channel and Microsoft Teams will send you an email if you miss it. You'll get this the day before or the day of your Perform & Engage 365 check-in. You can modify the settings for this notification here.

You can also complete your Perform & Engage 365 check-in early by heading to the ‘Me’ tab in the Perform & Engage 365 Teams app and clicking ‘Complete Next Check-in’. If your last update is overdue, it’s also possible to complete your last Perform & Engage 365 check-in by clicking ‘Complete Check-in’ next to the overdue date.

Once inside the Perform & Engage 365 check-in, simply complete your responses to the questions.

On some questions there may be multiple text boxes. This enables you to split your answer into specific topics, allowing your manager to provide specific feedback to each individual response.

Your manager has the option to ‘pass-up’ responses that you submit (more on pass-ups here). To disallow part of your feedback being passed-up, click the padlock icon next to that box. Note that not all questions will support this functionality.

Mentions

You can mention someone in any field using the @ symbol – this will tag them into the feedback and send them the response, allowing them to also comment. If you do this in a Recognition question this will count as ‘Recognition’ within their account.

Hashtags

If your organisation is using tags (or hashtags) you can also use these by typing # and selecting the relevant hashtag. These help you and your manager group feedback together under one topic, useful for large or lengthy projects.

Goals

If you also have Goals or OKRs in your account, you will be asked to complete these towards the end of the Perform & Engage 365 check-in. 

Save a draft Perform & Engage 365 check-in

Your Perform & Engage 365 check-in will be saved automatically, but you can also force a save manually by clicking ‘Save Draft’ at the bottom of the screen.

Once you’re done, just click ‘Submit’ and your Perform & Engage 365 check-in responses will be sent to your manager and any Followers of your account.