Capturing and Completing Employee Rounds

Employee Rounding helps frontline leaders stay connected with team members, gather feedback, and document meaningful conversations. Leaders can send an InForm before a round, document a round directly in Laudio, and mark rounds as complete for tracking and reporting.

Key Benefits:

Gather feedback before conversations with InForms.
Document rounding conversations in one place.
Track notes, tasks, and recognition shared during rounds.
Monitor completion status across the team.

How to Send an InForm

Use an InForm to collect feedback from a team member before a rounding conversation.

1. Click Employee Rounding from the home page widget or the navigation menu.

2. Hover over the team member's row to open the action tray.

3. Click the Email icon.

4. Select a rounding InForm.

Employee Rounding templates include default questions. Existing forms can be used, or new forms can be created. See the related InForm articles for more information.

5. Send the email containing the InForm link.

Note: Sending an InForm supports the rounding process but does not mark the round as complete.

How to Add a Round

Use Add a Round to document an in-person conversation and capture feedback, notes, and follow-up items.

1. Click Employee Rounding from the home page widget or the navigation menu.

2. Hover over the team member's row to open the action tray.

3. Click the Plus Sign icon.

4. Select a rounding form.

5. Complete the form during or after the conversation:

Enter responses for each question.
Add notes, if needed.
Create tasks for requested follow-up actions.
Send peer recognition when requested.

6. Click Save.

How to Mark a Round Complete

Use Mark Complete when all activities associated with a round have been finished.

1. Click Employee Rounding from the home page widget or the navigation menu.

2. Hover over the team member's row to open the action tray.

3. Review any related InForms, notes, tasks, or recognition tied to the round.

4. Click the Complete icon to mark the round as finished.

Note: Additional actions can still be completed after a round is marked complete, but the completion action officially closes the round.

FAQs

Q: Can employee rounding progress be tracked from the Laudio home page?
A: Yes. The Employee Rounding widget on the home page displays rounding status for the team, providing a quick overview of progress and upcoming responsibilities.

Q: Does sending an InForm complete a round?
A: No. Sending an InForm collects feedback before a rounding conversation, but the round must still be completed separately.

Q: When should a round be marked complete?
A: Mark a round complete after all required conversations, documentation, tasks, and related activities have been addressed.