How Do I Approve My Employee's Session?

Last updated: August 17, 2026

Required permissions:

  • There is no special permission required to approve a Session where you are the designated manager or Co-Coach.

  • Users with Coaching: All Access cannot approve a Session unless they created the Session on behalf of another manager.

Managers and Co-Coaches can approve any Sessions that is in Pending Approval status.

  1. There are three ways to find a Session:

    1. Go to Coach --> Sessions --> use the filters to find the employee's Session.

    2. Access your managerial dashboard --> Coaching tab--> scroll through the Managerial Coaching Timeline until you find the employee's Session.

    3. Access your direct report's dashboard --> Coaching tab --> review the Coaching Timeline until you find the employee's Session.

  2. Click on the ellipses icon next to the Session's name. You can also click on the Session's name and then click on the ellipses icon.

  3. Select Complete from the menu, then click on Complete to confirm your selection. The employee will be notified that the Session has been approved.

  4. Optional: You can rank the Session on a scale of one to five. The default rating categories are Preparedness, Engagement, and Coachability, although the rating categories are fully customizable .


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