Sessions and Check-Ins
Coaching Sessions (and subsequently, each employee's Check-In) will be generated based on a Program's cadence. The Manager, Contributor, and Admin can see the shared Coaching Sessions.
Check-ins can also exist on a one-off basis and be unrelated to Coaching Programs.
Can Admin Interact with all Coaching Check-Ins?
Any User in Ambition with Admin Permissions will by default be able to view and export all Coaching Program and Utilization Data.
While Admin can view all Coaching Programs and Check-Ins, unless a the respective Admin is the Program's Owner, they will not be able to directly interact with the Program - ex. leave notes, rate, or excuse.
However, Admin can access and view the Coaching Check-ins as an "Observer" if they desire.
"View As" filter
With the View As filter, you can toggle between the following views:
All check-ins that you have visibility into, permission based. These may be check ins for direct reports and for yourself.
All check-in that you are required to complete, for your manager (if applicable).
All check-ins that your direct reports are required to complete.
How does an Employee Interact with Coaching?
Employees will be notified both in-product and via email when a new Check-In is available to be completed.
They will then navigate to the Check-In within Ambition where they will:
- Answer the Check-in's questions, saving progress and returning to complete if needed
- Optionally leave comments for additional context or questions
- Click the Mark Complete button
After the Employee has marked the Check-in as complete, the Check-in's Owner will be notified both in-product and via email that the Check-In is ready for review and approval.
Employee can complete their agenda items:
- Directly from their User dashboard, under the Coaching tab.
- Through the left hand navigation and click Coaching > Check-Ins.
An employee can either save partial progress, Save Progress button, or complete the check-in in a single sitting. Once they've completed the check-in they will submit their answers with the Mark Complete button.
Once the check-in is submitted as complete, the status will change to Pending Approval. It is now the manager's job to review the submitted answers before the check-in is complete.
How do Managers Interact with Coaching?
Managers will be notified both in-product and via email when an employee's Check-In is ready for review and approval.
Finding open or pending check ins
Manager can find their employee's check ins:
- Opening the left navigation and click Dashboards > Managerial > Coaching tab.
The Managerial Dashboard Coaching Tab provides a rolled-up view of coaching touch points for every employee they manage in Ambition. Here the manager can view all open and historical coaching items for their direct reports.
- Opening the left navigation and click Coaching > Check-Ins.
The Manager will then navigate to the Check-In where they will have the options to:
- review the answers
- remind the rep that answers are due
- notify the employee that additional context is needed
- provide a rating that is visible to both employee and manager
- excuse the Check-in if necessary
- optionally leave comments (notification email is sent)
- create a Coaching Note
- approve and mark the Check-in as complete
Requesting feedback typically corresponds with leaving comments where a Manager will ask for additional clarification or details.
The employee will be notified that the Check-In has been reviewed but has not been approved.
Comments can also be left to help follow-up on agenda items and provide additional context or insight.
Upon clicking Mark Complete the employee will be notified that the Check-In has been reviewed and has been approved.
Rate or Excuse Check-ins
On a Managerial Dashboard, clicking the three dot ellipses button will allow a Manager to Rate or Excuse a respective Check-in. When viewing a check-in, Ratings will be accessible and viewable directly within a check-in, and excusing can be accessed through the ellipses.
When a coaching session is closed out, each check-in has an optional rating (these ratings are scored on a 1-5 point scale). Ratings provide an outlet for managers to give feedback directly to their employees.
The default rating categories for check-ins are Preparedness, Engagement, and Coachability.
Coaching rating categories are fully customizable.Click here to learn more.
Note: a rating must be left in every category before the rating is able to be saved.
A Check In can be marked Excused as necessary; for example, when an employee is on vacation.
Search for Coaching Check Ins
Click on the Check Ins button found under the Coaching tab in the left-hand navigation. There, managers and employees will see all coaching sessions that are applicable to their user account.
- Managers will see all check ins that they host and, if applicable, any check ins that they are personally required to do with their corresponding supervisor.
- Employees will be shown a list of their personal check ins, listed by date and status.
To begin your search, select the Filters button.
Check-Ins can be filtered through the following methods:
Due Date: Newest - sorts the check-ins newest to oldest
Due Date: Oldest - sorts the check-ins oldest to newest
Search for managers or admins who own the check in.
Search for the employee who is responsible for completing the agenda items.
All: Show all records.
Open: Action is required either from the manager or employee before it's complete.
Due: Waiting for the employees response.
Pending: Waiting for review from the manager.
Complete: Completed by both parties.
Expired: Due date passed before being completed by both parties.
If Expired but stills needs to be completed, the check-in can be reopened by the check-in's owner.
Excused: Excused by the manager, for events like vacations.
Scheduled: This filter will only show upcoming one-off check-ins. Recurring program check-ins are made available just-in-time, and will be shown in the open filter.
Search for check-ins by their average rating. If there are multiple rating categories, this filter will show the average rating for each check-in. For example:
Preparedness = 5
Search for check ins by program name.
Search through your private & shared notes that were attached to previous check ins.