Video: Start a Manager Check-In Survey

Manager Check-In Surveys provide managers with a structured way to document regular conversations with employees, track progress, and support ongoing performance and development.

Before You Begin

Before starting a Manager Check-In Survey:

Verify that a Manager Check-In survey has been assigned to the employee.
Ensure the survey is available to complete.
Confirm you have the appropriate permissions to access the employee's survey.

Start a Manager Check-In Survey

Log in to Trakstar Perform.
Navigate to the employee's assigned Manager Check-In Survey.
Open the survey.
Review the available questions.
Complete the survey by entering the appropriate responses.
Save your progress or submit the survey when finished.

Respondent

The respondent section allows you to choose who this survey will be sent to. As a manager, you can send the survey to any of your direct reports.

Review

The review section allows you to edit the settings for this survey. We always recommend taking a look at these before sending a survey!

Schedule - The date and time the survey will be sent out.
Recurrence - Do you want this survey to go out on a specific cadence? This is helpful for Manager Check-Ins - send it out weekly before your 1-on-1s to gather valuable information!
Cutoff Date - When will this survey close?

** Note: once a survey closes, it cannot be reopened **
Anonymous Responses - This setting allows you to set the responses as anonymous. Once this is turned on, it cannot be turned off. You must receive at least five responses to view the responses when sending an anonymous survey.
Email Reminders - When the survey is sent out, the employee receives an email with a direct link to complete it. You can set reminders to go out if they have not completed the survey.

If you scroll down, you'll be able to preview the survey. And when you're ready, click Schedule Survey in the lower right corner.

Complete the Check-In

During the check-in, use the survey to document topics such as:

Employee progress
Goal updates
Accomplishments
Challenges or blockers
Development opportunities
Next steps and action items

Completing the survey creates a documented record of the conversation that can be referenced in future check-ins and performance reviews.

Summary

Manager Check-In Surveys help managers maintain regular performance conversations with employees by documenting progress, coaching discussions, and development plans throughout the review cycle.