New Hire Check-ins Overview

The New Hire Check-ins widget helps leaders build early connections with new team members. Laudio automatically prompts check-ins at key milestones, typically at 30, 60, 90 days and 6, 9, and 12 months, to support engagement and retention.

Key Benefits:

Stay proactive in supporting new team members
Easily send personalized check-in messages with feedback forms
Track progress and document conversations for future reference
Mark check-ins as complete once finished

Steps to Complete a New Hire Check-in

Click the New Hire Check-ins widget on your homepage.
Hover over the team member’s name to view available action buttons.
Click the email icon to open a pre-populated message.
- The message includes an InForm link for the team member to share feedback before your conversation.
- Edit the message or replace the InForm link with another template you’ve created.
Click “Send message” if using Microsoft 365.
To document your 1:1 discussion, click the note icon and enter your notes.
- Use the included templated questions or replace them with your own.
- All notes are saved automatically to the team member’s profile.
Once the check-in is complete, click “Mark complete.” The check-in will then be removed from your widget.

FAQs

Q: Can I edit the check-in templates?
A: If your organization allows it, you can update or create new InForm templates to better fit your department’s needs. Learn more in [Edit an InForm Template].

Q: How do I know when a check-in is due?
A: Click the check-in period (e.g., “30-day check-in”) for more details about the due date and timing.

Q: What happens if I don’t mark a check-in complete?
A: The check-in will remain in your widget until it’s marked complete.