Geekbot allows managers and direct reports to conduct private, asynchronous check-ins via Slack. These check-ins can be fully private (between only the two individuals) and scheduled on a recurring basis. Below is information on how the check-in are set up 👇

Geekbot/Slack Set up

1. Geekbot

A template for the check-in has been created in Geekbot. The questions in the template are:

• On a scale of 1 - 5, how do you feel at work since your last check-in; 1 - Awful, 2 - Indifferent, 3 - Fine, 4 - Pretty Good, 5 - Amazing!
• What went well this week? What's working? What was achieved?
• Any challenges you're facing? What's not going well? Are there any roadblocks, personal challenges, or areas you could used some help?

2. Private channels in Slack

Ops has created a private channel between you and each of your direct reports. Each private channel has been named “async-checkin-team member name”. Geekbot has been invited to the channel to broadcast the weekly async check-in questions there each Friday for your report(s) to answer.

• If you have more than 1 direct report, you can group those private channels to reduce slack noise. Once those channels are grouped, you can choose a day to review your reports’ responses.
• How to group private channels:
  • Make sure you are on the Home tab in Slack
  • Select Channels
  • Select Create
  • Select Create Section
  • Name section Weekly Async Check-Ins
  • Click on each private channel and drag and drop into the newly created section

Managing and accessing Check-in Data 💾

Where does the historical information go?

After check-ins are completed, the historical data is stored in several places:

1. Dashboard: Each participant can access their reports in the "My Standups" section of their personal Geekbot dashboard. This includes:
   • A timeline of recent reports.
   • An engagement calendar.
2. CSV export:
   • Reports can be exported as a CSV file from the dashboard’s Timeline tab.
3. Geekbot insights:
   • Managers can view aggregated data such as:
     • Team participation.
     • Answer summaries.
     • Out-of-office trends.

How to view submitted reports