How to send your first EHS check-in

Sending your first EHS check-in is more straightforward than most people expect. The setup is light, the check-in itself is a single question, and the whole process, from logging in to your first responses arriving, takes less time than most meetings.

Set up your organisation and add your people

Before you can send a check-in, you need your team in the platform. This means adding the people you want to include, by name and contact detail, so the check-in can reach them.

You do not need to map a full organisational structure before you start. For your first cycle, a flat list of names and contact details is enough. The goal is to get a signal, not to build a perfect org chart.

Choose your check-in channel

EHS check-ins can be sent by email, SMS, or QR code. Each has its uses:

• Email works well for desk-based teams and remote workers
• SMS tends to produce faster responses and works well for teams who are not regularly at a desk
• QR code works well for physical locations - displayed on a screen, a noticeboard, or a poster in a shared space

Send it - and then leave it alone

Once the check-in is out, resist the urge to follow up, chase responses, or make announcements about it. Social pressure - even gentle pressure - can compromise honest participation.

When the results arrive

Your first results will appear in your dashboard as responses come in. You will see the score updating in real time. Do not read too much into early movement - the score will settle as more responses arrive.

Once the cycle closes, you will have your baseline: a score, a participation rate and the beginning of your trend line.

The takeaway

Sending your first EHS check-in is a practical, low-friction process. Set up your team, choose your channel, send the check-in and let it run. The first step is just getting the data.

Ready to see how your people feel about working at your company? Start your free cycle - no card, no commitment. 

Also worth reading: What to do when your first EHS results come in