Follow-ups are used to keep a steady contact between two colleagues to ensure good cooperation and collaboration. These are documented meetings to track progress, seek support, or encourage personal development. In this article, we will explain how Admins and Users can create Follow-Up.

 

Create Follow up as Admin:

  1. Go to My co-workers within the admin view
  2. Choose employee and click Create Follow up

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3. Make sure to write down pointers and notes for the meeting. Keep it short and set deadlines. Add private notes if you want to (not visible to the other party) and attachments. Choose who will be in focus and who will give feedback for the meeting.

 

followup-2-eng.png

 

4. Click Save As Draft or Create.

5. The employee gets a notification sent to their email to rate the follow-up.

 

Choose frequency:
You can choose how often you want to have Follow-Ups and Winningtemp can remind you when it is time.

 

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In the example below, it's been 12 days since Anna should have had her follow-up with her manager, and it is 14 days left until it's time for Gustavs.

 

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One of our customers referred to follow-ups as "Heart-to-heart-conversations". A nice way to look at it 😃

 

Create Follow-Up as User:

  1. Click Work from the menu and Create Follow-Up (a) or Request Follow-Up (b)

followup-6-eng.png

 

2a. Create Follow-Up. Make sure to write down pointers and notes for the meeting. Keep it short and set deadlines. Add private notes if you want to (not visible to the other party) and attachments. Choose who will be in focus and who will give feedback for the meeting.

 

followup-7-eng.png

 

3a. Click Save As Draft or Create.

 

2b. Request Follow-Up. Choose who you want to Follow-Up with, add a date and time and a short note. Click Send.

 

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