Agenda templates give every check-in a consistent structure. A template for a check-in cycle can now include Structured Review Questions: written questions that the employee, the reviewer, or both answer separately before they meet. Answers stay private until both people have submitted, so neither is influenced by the other.
Who can use this: admins with access to Governance settings create and publish templates. Employees and reviewers (usually managers) answer the questions in their check-in once the cycle starts.
Note: Templates with structured review questions are available for check-ins only. They can't be used in standard meetings or 1:1s.
A template can include any combination of:
WorkBoard elements: the participant's Team OKRs, personal OKRs, KRs on Team OKRs and PACE ratings.
Structured Review Questions: sections of written questions, each with its own answerer and required setting.
Discussion topics: agenda items both people discuss and capture takeaways on together.
Set up a template with structured review questions (admins)
Go to Governance → HR Management → Agenda templates.
Click New Template, or open an existing template from the list.
Enter a name, choose the visibility groups, and add an optional description.
Under Include WorkBoard elements, tick the elements you want in the check-in (for example, the participant's personal OKRs and PACE ratings).
On Structured Review Questions section click + Add section. Give the section a title, such as Processes or Lessons Learned & Insights.
Type your first question. The question field has a rich text editor, so you can add bold, italics, underline, lists and links. Click the tick to save the question text.
7. Choose who answers the question in the Answered by dropdown:
Employee: only the employee answers.
Reviewer: only the reviewer answers.
Employee & reviewer: each person answers separately.
8. Tick Required if the question must be answered before a person can submit. Unticked questions are shown as optional.
9. Click + Add question to add more questions to the section, or + Add section to start a new one. Use the × to remove a question and the trash icon to delete a whole section.
10. Add any Discussion topics you want both people to talk through together.
11. Click Publish to make the template available for check-ins, or Save as Draft to finish it later.
Tips
A section with questions but no title is published as "Untitled section". Empty sections with no questions are left out.
If a template has no structured questions, check-ins using it simply don't show the Structured Questions section.
Only free-text questions are supported for now.
Answer structured questions in a check-in (employees and reviewers)
When a template with structured questions is applied to a check-in, a Structured Questions section appears below the WorkBoard elements and above the discussion topics. Questions are grouped under the section titles set in the template.
Track progress. The ring shows the overall completion across both participants. Next to it, each person has a bar showing how many of their required questions they have answered. Progress updates as you type, without reloading the page. Click the chevron to collapse or expand the section.
Answer your questions. Before you submit, you only see the questions assigned to you, and you can't see the other person's answers. Required questions are marked with a red asterisk; optional ones show (optional). Your answers save automatically as drafts that only you can see, and you can format them with the rich text editor.
Submit. Once all your required questions are answered, click Submit. Until then the button stays disabled. If you submit first, you'll see all questions in the check-in, and the other person's answers show as not yet submitted.
Review together. After both people have submitted, all answers appear side by side, with each person's name and the time they answered. Drafts the other person hasn't submitted stay private.
Edit your answers. You can keep updating your own answers, including optional questions you skipped, until the check-in is marked complete. You can't edit the other person's answers.
Complete the check-in and track submissions
Mark as complete. When the conversation is done, click Mark as Complete. All structured answers become read-only, including any unsubmitted drafts, and unanswered questions show Not answered. If the check-in is reopened, answers become editable again under the same rules.
Track submission status. Managers and HR can see whether the employee and the reviewer have submitted their required questions. Two new columns show this on the check-in reporting pages under:
Meetings & Reviews → Check-ins
My direct and dotted reports → Conversations (from the ⋮ menu)
Governance → Check-in cycles → Check-ins
The same information is included when you export a check-in cycle to CSV from Governance → Check-in cycles (⋮ menu → Export).
Summaries and Workday. Structured review answers are included in the published check-in summary. If your organization syncs check-ins to Workday, they are also included in the PDF sent to Workday. See How to sync WorkBoard check-ins to Workday.
FAQ
Can the reviewer edit the employee's answers or notes? No. Each person can only edit their own structured answers. The same now applies to topic and takeaway check-ins: reviewers can't edit the topics and notes an employee adds, so the record stays as the employee wrote it.
If I edit a template, do check-ins already in progress change? No. A check-in keeps the questions it had when the template was applied. Your changes apply to check-ins that use the template afterwards.
What happens if a required question is answered by "Employee & reviewer"? Each person must answer their own side before they can submit.
Can I use structured review questions in standard meetings or 1:1s? No. Structured review templates are available for check-ins only.
Are rating or multiple-choice questions supported? Not yet. Questions are free text.