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.
Send your official EHS check-in by email
Send your official EHS check-in by email. It reaches your people where they already work, whether they are in the office, working remotely or splitting their time between the two.
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, send the check-in by email and let it run. The first step is just getting the data.
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Also worth reading: What to do when your first EHS results come in
