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CadreCadre Help Centre

Check-ins

A check-in is a 1:1 between you and one of your direct reports: a shared agenda, shared notes, your own private note, and the actions you agree. You can set up regular 1:1s so each next one is planned for you.

Who can hold check-ins with their own manager or direct reports: every member, for themselves.

Open the menu and select Work → Check-ins. My 1:1s has your own check-ins, with your manager and with each report. Team shows how your team is doing.

Set up regular 1:1s with a report

Section titled “Set up regular 1:1s with a report”
  1. On My 1:1s, select Set up 1:1s with a report.
  2. Under With, choose the report.
  3. Choose How often: Weekly, Every two weeks or Monthly. Leave it empty to use your organisation’s default.
  4. Choose the date of the First check-in. It can’t be in the past.
  5. Choose an Agenda template if you want one.
  6. Select Save.

Because you are the manager, your schedule starts straight away. Each time a check-in is held or skipped, Cadre plans the next one.

To meet once, outside a schedule, select Plan a check-in.

Confirm a schedule your report proposes

Section titled “Confirm a schedule your report proposes”

A report can propose regular 1:1s too. You are asked to confirm it, and it appears under Schedules.

  • Select Confirm. You can change how often, the first date or the template before you save.
  • Or select Decline.

Either of you can Stop a schedule later.

Run a check-in

Section titled “Run a check-in”

Open the check-in from Upcoming.

  • Agenda: add talking points under the template’s prompts, or on their own. Either of you can add them. Tick a point when it’s done.
  • Shared notes: you both read these, and so can HR.
  • My private note: only you can read it. Not your report, not HR, not Cadre’s support team.
  • Actions: add what was agreed, who does it, and an optional due date. An action shows on every later check-in until it is done.
  • Goals: your report’s progress on their goals this cycle.

When you have met, select Mark as held. To change the date, select Move. If it isn’t going to happen, select Skip and, if you like, say why. Talking points not done move to the next check-in.

Your team at a glance

Section titled “Your team at a glance”

The Team tab lists each report with their schedule, when you last met, the next check-in, open actions and a status. It shows at the top how many pairs are Overdue a check-in, have No schedule, or have Schedules to confirm.

A pair is overdue when the last planned check-in passed without being held or skipped, or when you haven’t met for longer than the schedule allows.

When a report moves to another manager

Section titled “When a report moves to another manager”

When someone stops reporting to you, your schedule with them ends and upcoming check-ins are cancelled. You keep read access to the check-ins you held with them, including your own private notes. Their new manager is asked to confirm the same schedule with them.

What no one else sees

Section titled “What no one else sees”

No email or notification carries anything typed into a check-in: not a talking point, a note or an action. Only you can read your private note. Cadre’s audit trail records that you wrote one, and when, but never its words.

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