Overview of Personal Check-Ins

Personal Check-Is allows teams to check-in with each other on happenings outside of work — weekend plans, recent mood, favorite music and shows, and more.

Teams use Personal Check-Ins to:

🤝 Connect on a personal level with the teammates, even when remote

💌 Catch up on “watercooler” topics and build more camaraderie

Why use Personal Check-Ins with your team?

✨ Build real, human relationships that make work happier and more productive

📈 Increase employee retention by encouraging deeper teammate relationships

🎙 A natural way to build in personal conversation with teammates who are less likely to speak up in meetings

Setting up Personal Check-Ins

To set up the Personal Check-Ins mission, follow these steps:

1. Set up a Team Space. Make sure you have a Team Space set up. If you don’t, you’ll need to set that up first, which you can do here.

2. Click on Personal Check-Ins Dashboard. Click on the Personal Check-Ins dashboard, which can be found on the left side of your Feed page or on the top of your Team Space page.

3. Set the recurrence. Set a preference for how often teammates should do personal check-ins. On the day and time you select, we’ll send an email-notification reminding teammates to share a check-in. You can select either weekly or bi-weekly recurrence.

4. Launch Personal Check-Ins (if applicable). If you have more than 4 teammates and haven’t upgraded your account, you’ll need to add a credit card to do so. If you have less than 4 teammates, you can click “Launch Check-Ins” which will start the mission.

Inviting teammates to Personal Check-Ins

You’ll need to invite teammates to Candor so that they can see your check-ins (and you can see theirs)!

The easiest way to invite teammates to Candor is by clicking on the ‘Invite’ icon on the left side of your Feed, next to your Team Space name.

You’ll then be prompted to input your teammates’ emails or copy a link to send them. If you copy the link, you can paste it in Slack/Teams or in an email, prompting your teammates to sign up.

With either of these methods, your teammates will automatically be added to your Team Space and invited to participate in Personal Check-Ins.

How to share a personal check-in

Once you’ve set up the mission, you’re ready to share a personal-check-in.

First, navigate to the Personal Check-Ins dashboard by clicking on Personal Check-Ins on the left part of the Feed:

Or, by navigating to your Team Space page and clicking the “Personal Check-Ins” card in the top section of the page.

Once you are in the Personal Check-Ins dashboard, you will see a “Time for your personal check-in” card. Click on the card to open the modal to share your check-in.

You’ll see a carousel of cards that you can answer for your personal check-in, including a “suggested prompt” for the round. You chose which prompts to answer and can answer however many you’d like.

When you’re finished, click “Complete Check-In” or click the X icon in the top right corner of the screen to be brought back to the check-ins dashboard.

How to view personal check-ins

You can view personal check-ins in a few places:

  1. In your Feed. When a teammate shares a personal check-in, it will appear in the Feed for everyone on the team. If you navigate to your Feed you will see any recent check-ins shared on your team.
  2. In the Personal Check-Ins dashboard. To see all check-ins shared (by you or teammates) over time, navigate to the Personal Check-Ins dashboard. You can do so by clicking “Personal Check-Ins” on the left side of your Feed or by clicking the Personal Check-Ins card in your Team Space on the top of the page.
  3. In Slack. If your team has integrated Candor with Slack, we will notify of new check-ins in the integrated channel. You’ll see a preview of the check-in and a link to see the full check-in in Candor.

Personal check-ins have team-wide visibility, which means only members of your Team Space will see check-ins and any related comments.

Commenting and reacting to personal check-ins

All teammates can add reactions and comments to personal check-ins in the Team Space.

There are 6 possible reactions on Candor:

  • ✨ Nice!
  • ❤️ Love
  • 👁 Feeling seen
  • 💭 Curious
  • 💡 Inspired
  • 😃 Haha

Teammates can add multiple reactions to check-ins to convey how the check-in makes them feel. They can also add comments to the check-in.

Comments and reactions will show on the check-in itself, in the feed, and in the Candor-integrated Slack channel (if applicable).

Notifications for check-ins

Reminders for doing check-ins

When you set up Personal Check-Ins, we’ll ask you how often you want to do check-ins with your team and when you’d like to be reminded to do so. You’ll have the option to be reminded to do Personal Check-Ins:

  • Once per week
  • Once every other week

You will also select the day of the week and time, which will be when we send you and teammates an email reminder to share a check-in.

Notification that my teammate did a check-in

We’ll send a notification to Slack if someone on your team shares a personal check-in (if you have Slack integrated). You will also see this in your team’s Weekly Recap email, which is sent every Monday, as well as in your Feed.

Further Reading

To get the most out of Personal Check-Ins, we have a few tips and tricks:

  • When you set up Personal Check-Ins, make sure to kick things off by sharing a check-in yourself. It helps get the cycle of sharing started and will encourage your teammates to participate from the start!
  • Integrate with Slack. If your team uses Slack to communicate, integrate Candor with your Slack workspace. We’ll send relevant notifications to keep everyone up to date on check-ins happening in Candor.
  • Share thing that are actually personal. Don’t shy away from sharing the real stuff - let your teammates see the “you” outside of work by sharing more about your life outside of Zoom.

Related resources

Set up Shoutouts Mission on CandorSet up Shoutouts Mission on CandorSet up your profile on CandorSet up your profile on CandorSet up Work Checkins Mission on CandorSet up Work Checkins Mission on CandorSet up Personal Checkins Mission on CandorSet up Personal Checkins Mission on CandorSet up Polls Mission on CandorSet up Polls Mission on CandorSet up Feedback Mission on CandorSet up Feedback Mission on CandorSet up Feedback Mission on CandorSet up Feedback Mission on Candor

Connect and engage with your teammates

Candor makes it easy to connect and have fun with your teammates, even while you’re remote. Use Candor to do feedback, shoutouts, check-ins, and more, all in one place.

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