How to Action in Employee Rounding

There are a variety of ways to engage with team members via the employee rounding workflow.  You can send (InForms) to your team to gather feedback, document 1:1 conversations (Add Round) or simply track that in person interactions were completed.

View with walkthrough below using a real-life example as a guide to the various ways you can leverage employee rounding. 

How to Send an Inform 

This action allows users to send a pre-rounding questionnaire to a team member to gather their initial thoughts and feedback.

1. Log-in to your Laudio account

2. Click on the widget or the "Employee Rounding" Workflow option

3. Hover over the team member’s row, and the action tray will appear

4. Click on the email icon - this will display a list of active employees to round on 

5. Send an email with the InForm link that is relevant to team member.

How to Add Round 

This action allows users to document in person rounds on an InForm for data collection.

1. Log-in to your Laudio Account 

2. Click on the widget or the "Employee Rounding" Workflow option

3. Hover over the team member’s row, and the action tray will appear

4. Click on the "+" icon- this will display a list of active employee rounding forms available

5. After clicking the "+" icon, a list of active employee rounding forms is displayed.

6. You can select from the available forms they have access to.

7. Complete the Employee Rounding Questions with the related Team Member

How to Mark Complete 

This action is used to mark the rounding process as completed.

1. Log-in to your Laudio Account 

2. Click on the widget or the "Employee Rounding" Workflow option

3. Hover over the team member’s row, and the action tray will appear

4. Once the rounding process is finished, you can click the Complete icon