Updating progress on an objective with a check-in is a simple process.
Note: To skip the navigation from the home page, start the video at 0:13. This applies to customers that purchased 7Geese prior to the transition to Paycor.
Places to Check-in
Updating (or checking in) can be initiated from many places in the app. The simplest place to start a check-in is from the homepage. There is a quick action bar below your name where you can start a check-in from.
Alternatively, you can go to the Objectives > Overview page, click on an objective to view its details, and click ‘Check in’.
How to Complete a Check-in
Once you start a check-in, there are three key areas to fill out:
Key results: enter the values that have changed since the last check-in
Status: update the status (on track, off track, no status)
Message: write a brief summary of what’s happened on the objective since the last time you checked in
Finally, click ‘Check in’ to submit your updates. The overall progress of the objective will change based on any updates to the key result values you made in that check-in.