Goal Check-in Reminders

It’s often seen that more than setting the Goals, it’s getting employees to update those Goals periodically is what’s a bigger challenge for organizations. And it is unsurprising, since amid the day-to-day work, it’s normal for people to forget updating their goals.

At Mesh, we believe that Goals Check-in Reminders are a great way to solve this.

With Check-in Reminders, Admins can decide on a particular day/date on which the entire Company will receive a notification to update their Goals.

On logging into Mesh for the first time, you will find a default monthly frequency for the Goal check-in reminders. However, this can be customized by Admins in a way that is optimized to enable better performance at their company.

To set a customized frequency for Goal Check In Reminders,

Step 1: Once you’re logged in on your Mesh account, go to Performance. Select Goals from the dropdown menu that follows.

Step 2: Select Preferences (on the bottom of the left hand side navigation pane).
Note: The Preferences tab may only be visible to you if you hold an Admin access to the Goals Module.

Step 3: Scroll down to the "Checkin Reminders" section. 

Step 4: To change the default check-in reminder frequency, click on the dropdowns and choose the option most suitable to you.

• The first dropdown carries a list of periods for which the reminder can be set. You can choose between "None", "Weekly", "Fortnightly" and"Monthly" depending on the frequency that you wish to set
• The other dropdowns would be available basis the period set in the first dropdown. For instance, if "Weekly" is selected in the first dropdown, only one extra dropdown will appear where you can choose the day when the reminder has to be triggered.
  Whereas, if "Fortnightly" or "Monthly" is selected in the first dropdown, you can choose the instance ("First", "Second" etc.) and the day to deliver the reminder using the remaining dropdowns.

For instance, if you want your Company to receive check-in reminders for their goals on the second Monday of every month, select "Monthly", in the first dropdown, followed by "Second" in the second dropdown, followed by "Monday" in the third dropdown.

To stop receiving check-in reminders altogether, select "None" in the first dropdown.

Step 5: Once you have set the required frequency, hit Save.

Your Goal Check-in Reminder frequency would be updated.

Thus, by setting an optimum frequency of check-in reminders in your organization, you can promote consistency and denable better performance across your organization.