Achieve Together Online Dashboard

Timeline

Check-in conversations occur three times per year and will be documented using one, yearly Achieve Together online form, which is generated from the Online Dashboard. Managers/supervisors should create and share the Check-in form before the first Check-in conversation with your direct report; in most cases this will be in the Summer Check-in #1.

For new direct reports, you can start an online form before their first Check-in conversation during the Fall Check-in #2 or Spring Check-in #3.

Period for Conversation Hold Check-in Conversation Between Online Form Due

Summer: April 1 - July 31

August 1 - September 15

September 15
Fall: August 1 - November 30 December 1 - January 15 January 15
Spring: December 1 - March 31 April 1 - May 31 May 31

Process

Step Manager/Supervisor Direct Report
1 Start and share a new, yearly Online Form for direct reports before the summer Check-in conversation. NOTE: For new direct reports, you can start an online form before their first Check-in conversation (summer, fall, or spring), as appropriate. Receives email notification that a new, yearly Online Form has been created with links to form in the email.
2 Complete the fields in the Manager/Supervisor areas of the form, including conversation Notes, training completions, and Goals. Complete the employee Notes field and work with manager/supervisor to write Goals.
3 Work with your direct report to add the Goals going forward in the Online Form.  Work with your manager/ supervisor to add the Goals going forward in the Online Form.
4

Review all manager/supervisor fields in the form, finalize your Notes, and then lock your section of the form. 

All done!

Review and finalize your Employee Notes, ensure Goals going forward are clear, and then lock your section of the form. 

All done!

Troubleshooting

If you have problems with the Online Dashboard, please contact the Achieve Together Team at achievetogether@berkeley.edu.

Online Dashboard button

The Achieve Together Online Dashboard is here! Click the button above to go to the Online Dashboard. Check out the guides below to learn about how the dashboard works.

Online Dashboard Resources

Achieve Together Quick Guide - Online Dashboard

Quick Guide

A downloadable two pager guide to keep on your desktop with condensed instructions.

Achieve Together User Guide

User Guide

This guide provides visual references to various parts of the tool. In it, we break down each part of the online tool so you can successfully complete your Online Form.

Question mark icon

Knowledge Base - Online Dashboard

Find answers about the Online Dashboard in our Achieve Together Knowledge Base

Online Dashboard Demo

Demo - Achieve Together Online Dashboard & Check in Forms