Achieve Together Online Dashboard

Timeline

Achieve Together check-in conversation timeline

Check-in conversations occur three times per year and will be documented using the Online Dashboard. It’s best for managers/supervisors to create and share the check-in form before the check-in conversation so that the focus of the conversation is really on the discussion, listening, and taking notes. The bulk of documentation in the form can be done afterwards. 

Check-in Period Hold Conversation Between Conversation Due Date

Spring/Summer: April 1 - July 31

July 1 - August 31

August 31
Fall: August 1 - November 30 November 1 - December 31 December 31*
Winter: December 1 - March 31 March 1 - April 30 April 30

*Document before curtailment or the week you return

Process

Step Manager/Supervisor Direct Report
1 Start and share new form for direct reports. Select conversation period. Select conversation date. Receives form via email, ready for edits.
2 Add supervisor notes/comments on guided questions for current period. Add employee notes/comments on guided questions for current period.
3 Update direct report goals for next 4-month period. Review updates made by your manager/supervisor on goals for next 4-month period
4 Finalize notes/comments. All done! Finalize notes/comments. All done!

Troubleshooting

If you have problems with the Online Dashboard, please contact the Berkeley Regional Services (BRS) First Contact Team either by creating a case in ServiceNow or leaving a voicemail at 510-664-9000 (option 3).

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 User Guide

User Guide

This guide provides visual references to various parts of the tool. We try to break down each part of the online tool and so each person can successfully complete the new online form.

Achieve Together Quick Guide - Online Dashboard

Quick Guide

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

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