Recurring Health Checks

Recurring health checks help teams consistently track sentiment and team health over time by automatically generating a new health check based on your chosen frequency. This ensures that check-ins happen regularly without the need to manually create each one. Team members can respond at any time allowing to run health checks asynchronously.

Only one recurring health check can be active per team at any time.

Invitations and invite codes will remain valid for future health checks. Permalinks will always point to the most recent health check.

How recurring health checks work

A new health check is automatically created when:
- the current one is closed, or
- one day after the scheduled date of the previous check (if left open).
Participants can add their responses ahead of time once a session is available.
Emails will be sent if the INVITE TEAM IMMEDIATELY option is enabled.

Creating a new recurring health check

Go to the TEAMS tab and select the appropriate team.
Go to HEALTH CHECKS and select START HEALTH CHECK. If the health check name ends with a number it will be auto-incremented the next time around. e.g. Health check 1, Health Check 2.
Once you have selected your template, toggle on RECURRING HEALTH CHECK and select the frequency of your health check (e.g. every week, every two weeks etc.).
Turn on SEND EMAIL INVITATIONS so your team members can receive a notification closer to the next health check schedule.
If the INVITE TEAM IMMEDIATELY option was enabled, then participants will receive an email for the next health check.
Once you're all set, click START HEALTH CHECK.
When you close the current health check, a new one will be created for you automatically and the participants will see this new open health check on their dashboard.

Changing the frequency of your recurring Health Check

Locate the previous health check, then click on the OPTIONS (hamburger) icon at the top left of the screen, followed by CUSTOMIZE.

Toggle on RECURRING HEALTH CHECKS. Select the frequency of your health checks (e.g. every week, every two weeks etc.) Then click SAVE CHANGES.

Cancelling your recurring Health Checks

Go to your Team's HEALTH CHECKS page.
Locate the recurring model, click on the OPTIONS Icon (3 dots) and CANCEL RECURRENCE.

This will stop future sessions from being created but will not delete any existing health check data.