Assign Co-Coach to Cadence Check-In
Cadences is entering an Early Access Program in H1 2023. Cadences will be turned on at the feature flag level for Early Access Participants. Cadences will not be available for all customers to enable until general release.
Where can co-coaches be added to a cadence?
How do I add a co-coach to a cadence check-in?
What is a Co-Coach?
A co-coach is an Ambition user who has managerial access to the cadence check-in. A co-coach can be any Ambition user, regardless of their permission level. Co-Coaches are a great fit for assistant managers or HR professionals who play a role in the coaching cadence process.
The manager assigned to approve the check-in can add as many co-coaches as required. Participants of a cadence check-in cannot also be assigned as a co-coach for their own check-ins.
Co-Coaches can be assigned to the individual check-ins that are created from a cadence. Each cadence step will be represented as an individual check-in.
Co-Coaches will be added to the individual check-ins generated from the cadence rather than being assigned to a cadence as a whole or being assigned to a particular step of a cadence.
Assign a Co-Coach to a Cadence Check-In
1. Open the left navigation and click Coaching > Check-Ins.
Alternatively, locate the cadence check-in through Coaching > Manage > Check-Ins.
2. Locate the cadence check-in where you wish to assign a co-coach.
Clicking the filters icon, will allow you to sort by "Check-In Type". Selecting "Cadences" will display only check-ins created from a cadence.
3. On the cadence check-in, click the ellipses icon, , and Manage Co-Coaches.
Alternatively, from within a cadence check-in, click the ellipses icon, , and Manage Co-Coaches to update Co-Coaches.
Don't see the Manage Co-Coaches option? If your package supports Co-Coaches, the feature can be enabled by any user with Admin permissions. Left navigation > Administration > Features. Within the Manage Features interface, click on the Features tab. Locate the Coaching: Check-in Ratings feature, and toggle "On".
4. Select the users you wish to assign as a co-coach to the check-in, and click Save Co-Coaches.
Multiple co-coaches can be assigned to a single check-in.
Participants of a cadence check-in cannot also be assigned as a co-coach for their own check-ins.
Co-Coaches are listed in the check-in header and on the check-in card. Adela is the co-coach here, and a co-coach designation will be see when Adela is hovered over.
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