Automate Supervisor Check-Ins

Regular one-on-one check-ins with employees are essential for long-term retention. These meetings provide opportunities to discuss successes, address challenges, and offer support. They show employees the company values them while helping underperformers improve before issues escalate.

Category:
Retention

How you might currently be doing this

  • In-person job site meetings
  • Scheduled phone calls
  • Toolbox talks/safety meetings
  • Performance reviews
  • Shift/end-of-day debriefs
  • Text message check-ins
  • Supervisory walk-throughs
  • Informal break-time conversations
  • Team meetings
  • Group huddles

Why Use Team Engine Instead

  • Reliability: Automated reminders ensure check-ins happen consistently, whether in person or digitally.
  • Privacy: Text and email reminders allow managers to schedule and hold private, one-on-one conversations without others around to overhear.
  • Frequency: Regular check-ins ease the anxiety of formal reviews and create a culture of continuous feedback.

How you can use Team Engine to do this

In-person check-ins (recommended):

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
  2. Organize your employees by group e.g. by shift, location or function.
  3. Schedule recurring messages reminding supervisors and employees of upcoming check-ins. (See sample text in the copy-and-paste box.)

Check-ins via text/email:

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
  2. Organize your employees by group e.g. by shift, location or function.
  3. Create and send a survey asking what’s going well and what support they need. (See sample text in the copy-and-paste box.)
  4. Summarize results and identify action items.
  5. Send personalized follow-up messages addressing their feedback.

Text to Employee

Hi NAME - just a reminder that your quarterly check-in with SUPERVISOR is coming up on DATE. Please reply YES to confirm or NO if you need to reschedule.

Copied

Email to Manager

Hi NAME - just a reminder that your quarterly check-in with DIRECTREPORT is coming up on DATE. Please reply YES to confirm or NO if you need to reschedule.

Copied

Copied

How you can use Team Engine to do this

In-person check-ins (recommended):

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
  2. Organize your employees by group e.g. by shift, location or function.
  3. Schedule recurring messages reminding supervisors and employees of upcoming check-ins. (See sample text in the copy-and-paste box.)

Check-ins via text/email:

  1. Sync your employee directory with your HRIS or payroll platform, OR set up your employee directory.
  2. Organize your employees by group e.g. by shift, location or function.
  3. Create and send a survey asking what’s going well and what support they need. (See sample text in the copy-and-paste box.)
  4. Summarize results and identify action items.
  5. Send personalized follow-up messages addressing their feedback.

Text to Employee

Hi NAME - just a reminder that your quarterly check-in with SUPERVISOR is coming up on DATE. Please reply YES to confirm or NO if you need to reschedule.

Copied

Email to Manager

Hi NAME - just a reminder that your quarterly check-in with DIRECTREPORT is coming up on DATE. Please reply YES to confirm or NO if you need to reschedule.

Copied

Copied

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