Step-by-step

guide:
Preparing for myPerformance
Check-Ins in GPS
The following guide provides an overview of the
Check-In process (Prepare, Discuss, Record),
and step by-step instructions for preparing for a
Check-In in GPS for both employees & managers.
The key to a good Check-In is in the preparation.

Agenda
– Overview – Prepare, Discuss, Record
– Creating Performance and Development goals – for
employees & managers
– Creating the Check-In document – for employees
– Updating the Check-In document – for employees
– Updating the Check-In document – for managers

Preparing for myPerformance Check-Ins in GPS l GHD

Check-In Process Overview
EMPLOYEE
In GPS:
‒ Draft or update existing
performance goals &/or
development goals in GPS
‒ Create Check-In Document
Note any changes in
Schedule Check-In ‒ Update Check-in Document
(Performance rating, Questionnaire, Participate in Check-In Discussion GPS (Actions, updates
with Manager
Goal Actions) to goals)
‒ Save Check-In Document
‒ If also a Career Discussion – use
this Guide to update GPS & share the C
areer Discussion Document
with your Manager
1 PREPARE 2 DISCUSS 3 RECORD
In GPS:
‒ Review goals in GPS
‒ Update Check-in Document (Assign
performance rating, Complete
Questionnaire). *Save Updates Participate in Check-In Discussion
‒ Review & Approve Goals Note any changes in
‒ If also a Career Discussion, GPS (Actions, updates to
use this guide to prepare for the discuss goals, approve goals)
ion
MANAGER

*Information including performance rating is visible to the employee once Manager updates are saved

Preparing for myPerformance Check-Ins in GPS l GHD

Creating Performance
and Development
Goals
FOR EMPLOYEES & MANAGERS
Creating Goals – for employees and managers 
Step 1: Navigate to the Performance page on GPS via Me >
Career and Performance > Goals
Note: Performance Goals are tied to a
'Review Period' and Goal Plan in GPS.
Make sure you select the right one!

Step 2:  Click ‘Add’ to create

Performance Goals. 

If your check-in is going to include a Career Discussion ensure you have 1-2 Development goals drafted.

Preparing for myPerformance Check-Ins in GPS l GHD

Creating Goals – for employees and managers 
Step 2: Complete the 4 key elements for each Performance Goal

4 key elements
• Goal name/Statement
• Target Completion Date
• Description
• Success Criteria

Step 3:  Click ‘Save’. 

Preparing for myPerformance Check-Ins in GPS l GHD

Creating Goals – for employees and managers 
Step 3: Click ‘Add’ to add additional goals. Click ‘Submit’ only
once you are ready to send goals to your manager for approval.

Note: Do not submit until you have

added all of your goals. Click ‘submit’
only once you are ready to send
goals to your manager for approval..

Preparing for myPerformance Check-Ins in GPS l GHD

Creating Development Goals – for employees and managers 
Step 1: Navigate to the Performance page on GPS via Me >
Career and Performance > Career Development

Step 2: Click ‘Add’ under the

Career Development Plan section

Preparing for myPerformance Check-Ins in GPS l GHD

Creating & updating
the Check-In
document
FOR EMPLOYEES
Creating the Check-In document – for employees
Step 1: Navigate to the Performance page on GPS via Me >
Career and Performance > Performance
Note: You will need to create a new
Check-In document for each quarterly
check-in.

Step 2: Ensure you have

selected the correct Review
Period. Click ‘Add’ to create your
Check-In document.

Preparing for myPerformance Check-Ins in GPS l GHD

Creating the Check-In document – for employees
Step 3: Update the ‘Document Name’ field with the actual date
you have scheduled the Check-In.

Step 4: Click “Save”.

You have now Created the
Check-in Document.
Note: Include the actual date of the check-in discussion in
‘Document Name’ field.
‘Date’ field is the date the Check-In document is created.

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for employees
Navigate to the Performance page on GPS: Navigate via Me >
Career and Performance > Performance

Step 1: Click on the Check-In

document you would like to
update

Note: If you have accidentally created more than

one check-in document for the quarter, email
[email protected] and for the additional document to be
deleted

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for employees

Step 2: Click ‘Edit’ to start

updating the Check-In document
with relevant details.

Note: If you have not created any performance goals or

development goals, these sections will not appear.

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for employees

Step 3: Update the questionnaire including assigning a

performance rating for the previous quarter. Visit the
Quarterly Check-Ins section of the myPerformance portal
for more information. Click ‘Save’ when complete. This
information is now visible to your Manager.

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for employees

Step 4: To add notes for

discussion against specific goals
click on the goal. Click ‘Add’ to
add a note & save when
complete. This information is
now visible to your manager.

Note: To add a notes for discussion

against specific goals click on the goal.
Click ‘Add’ to add a note & save when
complete. This information is now visible
to your manager.

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-
in document
FOR MANAGERS
Updating the Check-In document – for managers

Step 1: Once the Employee

creates a Check-in document, the
Manager will receive an FYI email
and system notification. Click the
hyperlink in the notification to
navigate to the Check-In
document.

Alternatively, navigate via My

Team > Goals and Performance
Overview.

Step 2: Click on the relevant

Check-In document for the
Employee under the Check-Ins
heading

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for managers

Step 3: Open the Check-In

Document you are wanting to
update.

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for managers

Step 4: Expand each section to

review your Employee’s
responses in the Check-In
document including:
- the performance rating they
have assigned themselves
- the questionnaire and
- goal discussion topics

Preparing for myPerformance Check-Ins in GPS l GHD

Updating the Check-In document – for managers

Step 5: Complete the manager questionnaire including

assigning a performance rating for the previous quarter.
Add any goal discussion topic notes for the Check-In &
click ‘Save’ when complete.

Note that once this information is saved it is visible to the employee.

Preparing for myPerformance Check-Ins in GPS l GHD

Additional resources

Visit the myPerformance Page in iConnect for training & resources:

• Setting Goals for High Performance & Career Development
• Using GPS to Prepare for a Career Discussion

Check out LinkedIn Learning for

resources on Career Discussions,
Performance Discussions, Goal Setting,
Feedback & more…

Preparing for myPerformance Check-Ins in GPS l GHD

Thank You