Accessing Self Check-ins and Understanding the Process

Important Notice: Self Check-In Access

As a participant in our program, access to “Self Check-ins” is restricted to Full Enrollees. Full enrollees have added access to:

  • Individual Plans
  • Self Check-Ins
  • Quarterly Check-Ins
  • Annual Reviews

How to Change Your Enrollment

  1. Contact Your Team Leader or HR:
    • Contact your team leader or the Human Resources (HR) department if you wish to change your enrollment status.
    • Explain your situation and provide any necessary details.
  2. Reach Out to LeadFirst:
    • For any questions or assistance, feel free to contact us at LeadFirst.
    • Click on the help icon in the main menu to reach our team.

The Self Check-in Process: Making What’s Important Urgent

Self-check-in is a valuable 15-minute process that enhances productivity and communication. Here’s what it accomplishes:

  1. Stay Current:
    • Review what happened last week. Reflect on your achievements, challenges, and any outstanding tasks.
    • Being up-to-date ensures you’re well-prepared for the week ahead.
  2. Prioritize Clearly:
    • Identify your top priorities for the coming week. What tasks or goals need your immediate attention?
    • Clarity helps you focus on what truly matters.
  3. Proactive Communication:
    • Use the self-check-in to communicate proactively with your manager and team.
    • Share progress, discuss roadblocks, and seek support if needed.

Remember Stephen Covey’s wisdom: “Make what’s important urgent.” The Self Check-in empowers you to do just that!


NOTE:

If you are a Full Enrollee and cannot enable the "Self Check-ins" button, make sure that your "Self Check-in Schedule" is properly set.

This schedule can be found in your team member record under the "Preferences" tab -> "Self Check-in Schedule."

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