HaloCRM

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Guides > Agent Check In

Agent Check In

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.


What agents will see when they reach their landing page on Halo would be something like looks like this:


The responses shown are completely customisable and do not have a limit on how many you can make. 


Setting Up


To enable agent check in, head to your 'Administration Console' > 'Processes' > 'Advanced Settings'. 


At the bottom of this page, you'll see the following checkbox.



Once you turn it on, the 'customise responses' button will appear. 

Click into it, and here you can add each response choice. 


All that is required is a name and a colour for the response.


Hit save, and the responses will show on the landing page once you are happy with all of your responses.



Reporting on Results 

 


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 and search 'agent check in' and then add the report to your library.




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 reporting suite guide to learn how to do this.



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.

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