This guide is aimed at helping Teamflect administrators configure 1-1 meeting Check-in templates.
Teamflect's 1-on-1 Meeting Check-ins help managers and employees structure their conversations around progress, feedback, and development. Administrators can enable check-ins and configure templates with questions tailored to their organization's needs.
When enabled, users can select a check-in template and add it to their 1-on-1 meetings. When disabled, users cannot add check-ins to 1-on-1 meetings through this feature.
This guide explains how to enable check-ins and configure the templates available to users.
Steps on how to create or update 1-on-1 Check-in Templates:
Step 1: Access the Meetings Module
Go to the Admin Center at admin.teamflect.com and select the Meetings module from the left-hand menu.
Step 2: Enable Check-ins
In the Check-ins section, turn on Enable check-ins in 1-on-1 meetings.
Setting | Behavior |
Enabled (ON) | Users can select a check-in template and add it to their 1-on-1 meetings. They can also view previous check-ins on their meeting pages. |
Disabled (OFF) | Users cannot add check-ins to 1-on-1 meetings through this feature. |
Step 3: Open Check-in Template Configuration
Click the "Configure meeting check-in templates" button at the top of the page.
Step 4: Add or Edit a Template
To create a new template: Click "Add New Check-in Template".
To update an existing template: Click "Edit" next to the relevant template.
Step 5: Customize the Template Content
Each template can be customized to suit your organization's needs. You can:
Add a template name and description.
Add descriptions to individual questions.
Choose from different question types:
Freeform Text: Allows users to provide open-ended responses.
Multiple Choice: Allows users to select one or more answers and provide follow-up comments, if configured.
Rating: Allows users to rate an item using a customizable scale, with optional comments and an N/A option.
Ranking: Allows users to rank items by importance.
This flexibility allows administrators to create templates for coaching conversations, employee well-being check-ins, performance discussions, and other development activities.
Step 6: Save and Make the Template Available
Once you've finalized the questions, click Create. The template will become available in the Meetings module for users to select when adding a check-in to a 1-on-1 meeting.
How Users Access Check-ins in Meetings
When check-ins are enabled and templates are configured, users can:
View previous check-ins on their meeting pages.
Select an available template and add a check-in to a 1-on-1 meeting.
Answer the questions and use their responses to guide the conversation.
Both meeting participants can contribute to the check-in, helping them discuss progress, share feedback, and agree on next steps.
Do Check-ins Send Automated Reminders?
The Enable check-ins in 1-on-1 meetings setting controls whether users can add check-ins to their meetings. It should not be confused with automated 1-on-1 meeting reminders, which are configured separately.
For information about meeting reminders, see Using Automated 1-on-1 Meeting Reminders in Teamflect.
HR-Focused Use Cases:
Managerial Coaching Use custom check-ins to create structured prompts for reflection, learning, and performance calibration between managers and team members.
Pulse Feedback Set up recurring sentiment or engagement check-ins to assess employee morale and workload trends.
Onboarding Progress Include onboarding-specific check-ins for new hires to guide 1-on-1 conversations during their ramp-up period.
Final Thoughts
1-on-1 Check-ins turn passive status updates into valuable coaching opportunities. By enabling and configuring check-in templates, you give your managers and team members a clear framework to align, support, and grow together—meeting by meeting.