Talos360

Rosalind Bygott

Laura Bennett

Reviews help you reflect on progress and set future goals, while check-ins offer quick, informal conversations about work, objectives, feedback, and wellbeing. Together, they can be tailored to fit your organisation’s needs.

Reviews & Check-ins

Adding reviews

Editing reviews

Closing overdue reviews

Enabling check-ins on your account

Hidden reviews

Review groups/automated cycles

Printing/saving reviews as PDFs

Talent management and succession planning

Calibration tool

FAQs

Reviews & Check-ins from an Administrator's perspective

Administrators 

Setting up a check-in with a member of my team 

Setting up reviews as a manager

Viewing your previous responses to review/check-in questions for my team 

Filling out your comments and ratings before your team member has submitted their self-assessment 

Attaching files within your team’s review 

Changing the due date of a review /check-in for my team

Viewing historic closed reviews for my team

How to 'rewind' a review as a manager

Reviews & Check-ins from a Manager's perspective 

Managers

What's the difference between a check-in and a review? 

Setting up a check-in with my manager

Progressing your check-in (2-stage workflow: optional self-assessment - closed) 

Progressing your review (3-stage workflow: self assessment - manager - closed) 

Progressing a review (4-stage workflow: self assessment - manager - reviewee approval - closed) 

Progressing a review (4-stage workflow: self assessment - manager - sign-off - closed) 

Changing the due date of a review/check-in

How to use the Outlook calendar sync

Viewing closed reviews

Attaching files to your review

Viewing your previous responses to review/check-in questions

Editing my comments on a review after I have submitted them 

Unable to submit review comments 

Reviews & Check-ins from an Employee's perspective

Employees

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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