<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p>Stay up-to-date on your agent's wellbeing with the utilisation of our agent check-in feature.</p>
<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What is Agent Check In? </strong></p><p data-pasted="true"><strong>- Setting Up Agent Check in</strong></p><p data-pasted="true"><strong>- Reporting on Results </strong></p><p><strong><br></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">What is Agent Check In? </span></strong></p><p>Agent check in allows agents to state how they are feeling today. It's an optional check in, but is useful to monitor wellbeing to see when a team member might need an extra boost.</p><p><br></p><p>Check in shows on the homepage, as shown in Figure 1.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFmYWIyYWUzLTE2N2YtNDdiMS04M2NlLTE5OGI2OTZjNWI4NCJ9.jL_5pHlis2lYl-grb566E3Wp8K4GyaZLbUe6ZQVKY1k" class="fr-fic fr-fil fr-dib" width="921" style="width: 921px; height: 185.845px;" height="185.845"></p><p><strong><span style="font-size: 10pt;">Figure 1. Agent check in on the home page</span></strong></p><p><br></p><p>The responses shown are completely customisable and do not have a limit on how many you can make. </p><p><br></p><p><strong><span style="font-size: 14pt;">Setting Up Agent Check in</span></strong></p><p>To enable agent check in, head to Configuration > Advanced Settings.</p><p><br></p><p>At the bottom of this page, you'll see the checkbox shown in Figure 2.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3OTViZDdkLTRjYzktNDlhMS04NzA0LWY1N2Q1ZGQ2NTg1NSJ9.ZpvIuKJcOk7OSo5jYNWo_8r3loaO2iIsPHnGaxoa5ZU" class="fr-fic fr-fil fr-dib" width="832" style="width: 832px; height: 73.1046px;" height="73.1046"></p><p><strong><span style="font-size: 10pt;">Fig 2. Enable Agent Check in</span></strong></p><p><br></p><p>Once you turn it on, the 'customise responses' button will appear. </p><p>Click into it, and here you can add each response choice. </p><p><br></p><p>All that is required is a name and a colour for the response.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU1MTM3YTFmLWM0ZGMtNGMyMS04ZDE5LWIxOTMwMzEyYmNkYSJ9.FJEEXPAMk2ZFFShwdvi2Qe1rAzAs796WLwmsjouyL0Y" class="fr-fic fr-fil fr-dib" width="727" style="width: 727px; height: 253.77px;" height="253.77"></p><p><strong><span style="font-size: 10pt;">Fig 3. Customise check in options</span></strong></p><p><br></p><p>Hit save, and the responses will show on the landing page once you are happy with all of your responses.</p><p><br></p><p><strong><span style="font-size: 14pt;">Reporting on Results </span></strong></p><p>There is a pre-made report created for looking at the results of the agent check in. If you cannot find this report, please head to the online repository (within the reporting module) and search 'agent check in' and then add the report to your library. </p><p><br></p><p>Once you have opened up the report, you will see the raw data of people's responses. If you'd like, you can add a chart to this data too. Read our <a href="https://www.usehalo.com/guides/917" target="_blank" rel="noopener noreferrer">guide here</a> to learn how to do this.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyYjA0MDI0LTk3MmEtNGFlYS1hMjI1LWEwZGZlZjc4ZTJhOSJ9.AuB3xACwTeTy6HC20XCmk4vhQShsU0TQF6n_avGCIsk" class="fr-fic fr-fil fr-dib" width="733" style="width: 733px; height: 384.684px;" height="384.684"></p><p><strong><span style="font-size: 10pt;">Fig 4. Chart to show Agent check in Responses</span></strong></p><p><br></p><p>You can use the filters in the reporting suite to monitor specific agents over time or just look for the general trends by counting the records of each response.</p>
