Check-ins checklist

Employee and manager meeting

Overview

Audience: Employees and managers  

Workday check-ins are a documentation tool designed to capture key points from conversations between managers and employees.  

It is not a scheduling tool — meetings must still be booked separately in Outlook. 

TIP: Think of check-ins as a shared record of your conversation, not the meeting itself.  

Step 1: Navigate to Check-ins in Workday   

From the Workday home page: 

  1. Click Menu (if you have 'Always Show Sidebar' activated, start with Personal). 

  1. Under Personal, select Talent and Performance. 

  1. Under Goals, select My Check-ins. 

Step 2: Create a Check-in

  1. Click on the Create Check-in button. 

  1. Select the participant (start typing their name). 

  1. Enter the meeting date. 

  2. Check the Notify Participant  

    • This sends a task to their Workday inbox 

    • The notification appears in their Daily Digest 

    • It does not create an Outlook calendar booking or invite. Please do this separately. * 

  3. Optional items:

    • Add any topics for tracking ongoing or recurring discussion items

    • Attach any relevant files 

  4. Click save. 

*TIP: The check-in captures the conversation. You must use Outlook to schedule it.  



Optional: Create and Use Topics  

Topics are helpful for tracking ongoing or recurring discussion items.  

Note: Each topic sends a notification to the participant.  

  1. Select the Topics tab next to Check-ins.

  2. Click Create Topic

  1. Select the participant (start typing their name). 

  1. Name the topic (e.g. “Goal progress”, “Workflow improvements”.)  

  1. Reuse topics in future check-ins, create new ones as needed, and archived older ones (e.g., completed projects, etc.) .  

TIP: Topics help create continuity across conversations.  

Optional: Document the Conversation 

When setting up a Topic (either in the check-in request or separately), you will have two note areas. 

Use Shared Notes to capture:  

  • Key discussion points
  • Decisions made
  • Feedback shared
  • Action items and next steps
  • Progress on goals 

Shared Notes are visible to both participants and serve as a common record.  

Use My Notes for personal use: 

  • Personal reflections or reminders
  • Preparation for future conversations
  • Notes you want to revisit later 
  • Click save to ensure notes are captured 

Revisiting check-ins 

Use previous check-ins to track progress over time, prepare for future conversations, and support year-end conversations.  

Remember: Workday is a living record – update it as work evolves.