Hello, this article will walk you through documenting a goals check-in with PerformYard.

1. Login to PerformYard.
    
2. From the dashboard, select the employee you would like to do a check-in with from the Direct Reports list.
    
3. On the selected employee's dashboard, click + Add 360 Form.
   
   
    
4. Select a training plan and click Next.
   
   
    
5. List yourself in the author field and optionally add a message.
   
   
    
6. Double-check your settings and click Confirm.
   
   
    
7. You should see a successful confirmation message.
   
   
    
8. Refresh the employee's dashboard and click on the newly created check-in.
   
   
    
9. Click on Select all Active Goals.
    
10. Discuss the goals in the notes field.
    
    
     
11. At the end, do an overall/recap of the employee's progress.
     
12. If applicable, you can create new goals at the bottom of the page.
     
13. Click Submit when ready.