Introductory Period Check-Ins: Employee Guide

This how-to guide help walk employees through the process of completing Introductory Period Check-Ins in Oracle. Please refer to the Manager guide if you are a manager needing to complete a check-in.

This how-to guide help walk employees and managers through the process of completing Introductory Period Check-Ins in Oracle. Refer to the Manager guide here: Manager Guide

Formats Available:

1. How-To Video for both Employees and Managers: Introductory Period Journey and Check-Ins.mp4 
2. Step by Step Instructions: (downloadable PDF is available in the attachments section)
   1. First, we will walk through the the employee's view.
   2. Open Oracle.

You will automatically receive notifications for your new Introductory Period Journey when you start in a new role.
   3. You can also find notifications in the Things to Finish section.

Both the employee and manager will receive notifications like these when it is time to complete a check-in.
   4. You can click on the Notification to go directly to the Introductory Period Journey.
OR, 
you can get to your Introductory Period Journey at any time by going to the 'Me' tab, selecting the Journeys tile, and clicking on your Intro Period Journey.
   5. Once in your Journey, you will see the tasks assigned and additional information to support you.

In this case, you will see the 'What is an Introductory Period?' task as well as available Check-Ins for each milestone: 30-days, 90-days, and 6 months.
      
   6. Expand the task you need to complete.
   7. Click Start Your Check-In to create your Check-In.
      
   8. Click Add to create your Check-In.
   9. Click Template and select the Check-In you want to complete.
   10. Select the Date you want the Check-In to show. It's recommended to use the current date when completing this action.
   11. You'll see two questionnaires automatically populate. One each for the Employee and Manager.
       
   12. Click Schedule to create the Check-In.
   13. You'll now see the Check-In you just created. Click on it to start completing your questionnaire.
   14. Click on your Questionnaire
       
   15. Click View Questionnaire
       
   16. You can now start completing your check-in.
       
   17. You can always start and come back to it later by using the Save button.

Once you are complete, click Save.
   18. When you are ready to share your questionnaire with your Manager, click the Mark as done toggle. It will turn blue when enabled.

   19. Click Update in the upper-right corner of the screen. 

This will notify your Manager that you've completed your Check-in questionnaire.

If you did not mark your questionnaire as done, you will still be able to come back and edit your responses.

       

   20. You can come back to this screen to see your manager's responses too.

You will be notified when your manager's responses are available to review.

       

   21. Once both you and your Manager have met to review your check-in, you can mark the task as Complete in your Journey.

You can get back to your Introductory Period Journey at any time by going to the 'Me' tab and select the Journeys tile.

       

   22. Click on your Introductory Period Check-Ins journey.

       

   23. Expand the task by clicking on it.

       

   24. Click on the Check-In you completed and click Done.

       

   25. You'll see the icon change to a green check mark for any tasks you complete.

       

   26. Now you are well on your way to success in your new role!

The rest of this tutorial will show how Managers can initiate and complete their portion of the check-ins.