How Do I Add Employees to a Coaching Cadence?

Last updated: August 18, 2026

Required permissions:

  • The Coaching Cadences: Can Add and Manage Employees in a Cadence: Yes, subordinates and the system Manager permission set are required to add subordinate employees to a Cadence.

  • The Coaching Cadences: Can Add and Manage Employees in a Cadence: Yes, all employees permission and Coaching: All Access permission allow you to add any user to a Cadence.

Access the Cadences Page

  1. Go to Coach --> Cadences.

  2. Click on the ellipses icon and pick Add Employees. You can also click on the Cadence's name and then click on Add Employees.

Enroll Employee

  1. Use the Employees checkbox list to manually select each person who should be added.

  2. You can also use the Managers and Group checkbox lists to select all employees who report to a certain manager or who belong to a certain Group.

    1. If you can only add subordinates to a Cadence, then you will only see Group Types where you are one of the Group managers.

    2. Selecting multiple Groups from the same Group Type uses "OR" filter logic.

    3. Selecting multiple Groups from different Group Types will uses "AND" filter logic.

Add a Cadence Manager and Co-Coaches

Note:

  • You can add an employee to a Cadence without assigning a manager. However, the employee will not receive the first Cadence Step until a manager is assigned to them. You can add the manager even after adding the employee to the Cadence.

  1. The user assigned as the employee's manager on their account page will be the employee's Cadence manager by default. If you want to keep their direct manager as their Cadence manager, click on Next.

  2. To assign a different manager as the Cadence manager, first click on the checkbox next to a user's name. Click on the checkbox above all users' names if all enrollees will have the same manager.

  3. You can pick a manager other than their direct manager by clicking on the Manager menu.

  4. Click on Assign to add the manager.

  5. Optional: Select a Co-Coach(es) from the Co-Coach menu.

  6. Click on Assign.

  7. If each employee will have a different manager and Co-Coach, repeat the steps above for each individual.

Choose the Cadence Open Date

  1. If you selected Week as the Cadence frequency, then the employee will receive their first Cadence Step on the next scheduled Open Date.

  2. If you selected Month as the Cadence frequency, you'll see several Open Date options based on the Enrollment Date.

  3. Click on Next.

  4. Click on Add Employees.

Related Articles