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.
From the settings page you'll be able to change the frequency of your check-in:
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.
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.
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.