Using Workday check-ins

Audience: Employees and managers  

Workday check-ins are designed to support ongoing conversations between managers and employees. While not mandatory, they provide a simple way to document key points, track progress, and ensure important discussions are not lost over time.  

Check-ins are not used to schedule meetings. Instead, they are a place to capture what was discussed, what was decided, and what happens next.   

Think of a check-in as a shared record of your conversation – not another meeting to manage.  

Why Use Check-ins?   

When used consistently, check-ins help to: 

  • Keep goal conversations visible and connected to day-to-day work 

  • Capture progress, feedback, and follow-up actions in one place 

  • Support a culture of collaboration, clarity, and growth 

  • Reduce the need to rely on memory or informal notes 

A Simple Way to Use Check-ins 

Before the Conversation: Set the Focus 

Use the Description field 

  • Enter the agenda or key topics ahead of the meeting 

  • Either participant can add or update items 

  • Workday will notify both parties if changes are made 

TIP: A short agenda helps to keep the conversation focused and productive.  

During or After the Conversation: Capture what Matters  

Use Shared Notes 

  • Document key discussion highlights 

  • Capture decisions, feedback, and next steps 

  • Record progress on goals or emerging priorities 

Shared Notes are visible to both parties and serve as a common record of what was discussed and agreed upon.  

TIP: Focus on clarity and outcomes, not detailed meeting minutes. 

For Personal Use: Reflect and Prepare 

Use My Notes 

  • Visible only to you 

  • Use for personal reflections, reminders, or follow-ups 

TIP: My Notes are especially useful for preparing for future conversations.

Using Check-ins Over Time 

Check-ins are best used when used regularly. 

  • Revisit goals and priorities during check-ins 

  • Update notes as work evolves or priorities shift 

  • Use previous check-ins to reflect on progress and growth  

  • Build a continuous record that supports the year-end conversation 

Remember:  Progress is built through conversation, not documentation alone. Workday check-ins are a tool – not a requirement – designed to support how you already work together.