There are two ways to change the frequency and/or the questions on your direct reports' Check-Ins: either individually or by utilizing our bulk edit tool.

Here are the steps on how to the frequency of a Check-in individually:

1. Ensure you are in the 'My Team' view.

2. Navigate to Apps > Check-Ins.

3. Select the three dots next to the person's Check-In you would like to edit and select 'Edit Check-In Form' from the action menu.

4. Adjust the Check-In frequency and/or modify the included questions.

Here are the steps on how to the frequency of a multiple Check-Ins by utilizing the Bulk Edit tool:

1. Ensure you are in the 'My Team' view.

2. Navigate to Apps > Check-Ins.

3. Select the ‘Bulk Operations’ tool

4. Select the users you would like to apply the changes to and then select ‘Bulk Edit’

5. Adjust the check-in frequency and/or modify the included questions.

6. Click ‘Proceed’ and then apply the changes to the records.