Use the daily check-in
A one-question mood check-in on members' home page, with a streak. How to turn it on, what members see, how private it is, and where the results show.
On this page
The daily check-in asks one question — How is today going? — on the home page of the people in your workspace. It takes a tap, builds a streak, and gives you a day-by-day read of how people feel, always in groups and never one person at a time.
Every plan has it. Admins switch it on or off for the workspace. On Free it counts as one of your plan's 3 live surveys.
How it works
- One tap. Five faces, from Rough through Not great, OK and Good to Great. After choosing one, a person can add a note and choose Send.
- Once a day. Each person can check in once per day, counted on your workspace's own calendar and time zone.
- A survey of its own. Check-ins are stored as answers to a system survey called Daily Pulse, marked System in All surveys. Polzy creates it the first time someone opens their home page with the check-in on.
- Notes are read like comments. Where safety signals are on, a note that describes a risk to someone's safety raises a signal, as any comment would.
Turn it on or off
- Open Settings in the sidebar, then the General tab.
- Under Participants, switch Daily check-in on or off. The change saves at once.
A workspace started from the employee experience template has it on; workspaces for customers, products, events and plain forms start with it off. Switching it off hides the card and refuses new check-ins. What people already answered is kept, under your retention period.
The check-in is a live survey. On Free, which allows 3 live surveys, it only starts when there is room for one more. Until then, members see The daily check-in starts once the plan has room for another live survey. Close a survey or move to a plan with more room. Every paid plan has unlimited live surveys.
What members see
The check-in appears on the home page of members who sign in as Viewers. Admins and Editors open on the dashboard instead, so they do not see the card.
- The card asks How is today going? — "One tap. Takes a second."
- They choose a face. A note field appears with Add a note (optional), up to 500 characters.
- They choose Send and see Thanks for checking in. For the rest of the day the card says You've checked in today.
Under the faces, a line tells them how private it is: Only ever shown in a group of at least 5 people. Never on its own. — with your workspace's own minimum group size.
Above the card, two tiles are for the person alone:
- Your check-in average. Their mood over their recent check-ins, on a scale of 10, with how it moved this fortnight.
- Response streak. How many days in a row they checked in over the last fortnight. A streak is not broken in the morning, only when a whole day passes without a check-in.
How private it is
- Stored without a name. A check-in is kept like an anonymous answer: no name on it, only the groups the person was in, so it can be counted by department or location. A code tells Polzy the person already checked in today without saying who they are.
- Only in groups. Moods are shown only for groups that reach your minimum group size, counted in people: ten check-ins from one person are one person.
- Never to a manager. Check-ins are never shown in an Editor's reporting line, never when results are narrowed to individual people, and their notes are never listed on the Comments page.
- The person's own history. To draw someone's own average and streak, Polzy can find their own check-ins. Nobody else is shown them.
Where the results show
- The Daily Pulse survey. Open it from All surveys to see its results over time, like any survey. On its Responses tab, check-ins are listed by day once enough people have checked in to stay anonymous.
- Analytics. Choose the Daily Pulse survey to follow mood over time and compare groups that reach the minimum group size. See Results and analytics.
Troubleshooting
The daily check-in starts once the plan has room for another live survey. — your Free plan already has 3 live surveys. Close one, or upgrade.
Could not save your check-in — the check-in did not go through. Try again in a moment.
Members do not see the card — the check-in is switched off under Participants, or they are Admins or Editors, whose home page is the dashboard.
You've checked in today — each person checks in once a day. The day changes at midnight in your workspace's time zone.
Good to know
- Check-ins are deleted with your other answers when they pass Keep answers for.
- The question and the five faces are the same in every workspace, and appear in each member's own language.
Related articles
Signed-in members can ask Polzy or message the team from Support. How fast we reply depends on your plan.