Setting Catchup Frequency - Manager Toolkit Help

Catchup frequency tells Manager Toolkit how often you intend to have a one-to-one conversation with each team member. The platform uses this to track whether you are keeping up with your schedule and to surface overdue reminders on your Dashboard.

Setting the Frequency

Navigate to Teams and open the member you want to configure.

Find the Catchup Frequency setting. Choose from the available options: weekly, fortnightly, monthly, or custom. If you select custom, enter the number of days between catchups.

Save your changes. The frequency takes effect immediately.

Not every team member needs the same frequency. New joiners or people going through a challenging period may benefit from weekly catchups, while experienced team members might only need a monthly check-in. Adjust as circumstances change.

How Overdue Alerts Work

Once a frequency is set, Manager Toolkit compares the date of your last logged catchup with the expected interval. If the interval has passed without a new catchup being recorded, the member appears as overdue on your dashboard.

Overdue alerts are a gentle reminder, not a strict rule. They help you spot when someone might be slipping through the cracks so you can prioritise accordingly.

Why Consistency Matters

Regular one-to-ones build trust and give you a reliable picture of how each person is doing. The overdue calculation on each member profile flags anyone you have not caught up with within their cadence (Weekly, Fortnightly, or Monthly).

You can change the frequency at any time without affecting historical data. Past catchups remain as they are, and the overdue calculation simply uses the new interval going forward.

Was this article helpful?

From the blog

Why Keeping Your Team in One Place Matters

Read article

Team Member Profiles

Read article

How to Onboard a Senior Hire

Read article