How to work with recurring 1-on-1 check-ins (BETA)

What are Check-ins?

Check-ins are continuous 1:1 conversations between a manager (or another reviewer) and one person. Unlike other conversations, a check-in never closes — it is one ongoing thread per person that collects dated meeting notes over time, making it ideal for recurring 1:1s.

There is no template, no submit-and-review cycle, and no connection to conversation rounds. Instead, both participants write notes before or during each meeting, and the notes are posted to a shared history.

Note: Only the two participants can open a check-in. A check-in goes one way — if the other person also runs a check-in about you, that is a separate check-in.

Where do I find my check-ins?

Managers find their check-ins in the Check-ins tab in Reviews & Check-ins. It lists all check-ins where you are the reviewer, and every direct report is listed by default — ready to start, even before a check-in exists.

Each row shows who the check-in is with, the number of posted notes, its status, and when it was last updated. Your check-ins also appear in Team overview, together with your other conversations.

As an employee, check-ins where someone has a check-in with you are listed in My conversations, alongside your other conversations.

How do I start a check-in?

There are several ways to start a check-in:

• From the Check-ins tab — click Start on a direct report's row. The check-in is created and opened immediately.
• New check-in — the button in the Check-ins tab opens a modal where you can pick anyone in the organisation, not only direct reports.
• Create conversation — from the Overview page, choose Check-in as the conversation type.

You can only have one check-in per person. If you select someone you already have a check-in with, you are offered to open the existing one instead of creating a duplicate.

How does the check-in page work?

The check-in page has two parts: the current note being prepared, and the history of posted meeting notes below it.

The current note has two columns — the employee writes on the left side, the reviewer on the right. Each participant writes on their own side, before or during the meeting. Everything saves automatically while you type, and the other participant sees your updates the next time they refresh the page.

• Summarize with Sia (optional) — either participant can ask Sia to generate a summary based on both sides' notes. The summary is editable, and can be regenerated. Writing a summary is never required.
• Post meeting note — publishes the current note as a dated entry in the history, the agreed record of the meeting.

For the next 1:1, simply return to the same check-in and start a new note.

What can I do with posted meeting notes?

Posted notes are listed in the history, newest first, each dated and attributed. If a note has a summary, the summary is shown with an option to expand and read the original notes from both sides.

• Edit — either participant can edit a posted note. The meeting date can also be changed here, for example to back-date a note to the day the meeting actually took place.
• Delete — either participant can delete a posted note, which removes both sides' notes and the summary for that entry.

Can Sia help me prepare?

Yes, in two ways:

• Sia Briefing — the Sia Briefing button at the top of the check-in page gives you a summary of previous conversations with the same person, just like in other conversations.
• Prepare via Sia chat — you can dump unstructured thoughts into the Sia chat (for example "prep notes for Anna"), let Sia structure them, and save the result as your side of the current note. Sia only saves after your approval, only writes on your side, and never posts the meeting note — publishing always happens on the check-in page. If you don't have a check-in with the person yet, the first saved draft creates it.

Who can see what in a check-in?

Only the two participants can open a check-in — anyone else is denied access. Unlike prepared conversations, there is no hidden preparation phase: notes are shared as they are saved, so both participants can see each other's notes in the current note, as well as the full history.