Check-In Settings
To change your check-in permissions, frequency or questions, go to Check-Ins from the top navigation and click on the ellipsis. Select Edit Settings:
Note: Only the check-in creator will be able to edit it's settings.
Assigning a Check-In
From the settings page, you can select who you want to fill out the check-in:
All Organization Members — everyone that's a member of the organization will be asked to fill out the check-in. If any new employees join the organization, they'll automatically be assigned this check-in.
Team — everyone that's a member of the team you select will be asked to fill out the check-in. If any new employees join a team, they'll automatically be assigned this check-in.
Individual — you'll be able to select specific people across your organization that will need to fill out the check-in.
Check-In Frequency
From the settings page you'll be able to change the frequency of your check-in:
Check-In Reminders
From the settings page you will be able to customize the time your team will be reminded to submit their check-in. You can enable a follow up reminder and even give each member the ability to customize their reminders for the check-in.
Note: If the Check-in allows individual team members to customize their reminder times and if the follow up time is scheduled to occur before then the follow up is re-scheduled for 1 hour after the reminder time.
Check-In Permissions
From the settings page, specify the permissions for viewing any submissions:
- Private — only the specific people you select will be able to see submissions in Jell, and receive submission emails.
- Public — anyone you select will be notified of new submissions. If you select a team, submissions will be published to the team page and any connected integrations. No matter the selection, public submissions can be potentially read by anyone inside your organization.
Check-In Questions
To edit an existing question, hover of the question and click the edit button:
You'll also be able to reorder, delete or copy questions using the buttons you see when hovering over the question.
To add a new question, simply copy an existing one or click the Add a New Question button at the bottom of the list.
You'll need to save your changes for them to show up on the next scheduled check-in.
Note that changing questions will only change them for future check-ins. Questions in previous check-in submissions will remain unchanged.