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 Ambition 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?

How does an Employee Interact with Coaching?

How do Managers Interact with Coaching?

How are Check-Ins rated or excused?

How do I search for Check-Ins?

 

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:

View As	Displays
Observer	All check ins that you have visibility into, permission based. These may be check ins for direct reports and for yourself.
Employee	All check in that you are required to complete, for your manager (if applicable).
Manager	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 Program'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 Program as complete, the Program's Owner will be notified both in-product and via email that the Check-In is ready for review and approval.

 

There are two ways for the employee to complete their agenda items:

1. Directly from their user dashboard, on the coaching tab.

 

2. or open 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

There are two ways for a manager to find their employee's check ins:

1. Open the left navigation and click Dashboards > Managerial > Coaching tab.
 Provides a rolled-up view of every employee on their team. Here the manager can view all open and historical coaching items for their direct reports:

 

2. Open the left navigation and click Coaching > Check-Ins.

 

They will then navigate to the Check-In where they will have the options to:

• review the answers
• 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)
• 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.

 

Upon clicking 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.

 

Check-In Ratings

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.

 

 

Excuse Check-Ins

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:

Filter	Filter Options
Ordering	Due Date: Newest - sorts the check-ins newest to oldest Due Date: Oldest - sorts the check-ins oldest to newest
Owner	Search for managers or admins who own the check in.
Employee	Search for the employee who is responsible for completing the agenda items.
Status	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.
Rating (Average)	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 Engagement = 3 Coachability = 4 Rating Average = 4
Program	Search for check ins by program name.
Search Notes	Search through your private & shared notes that were attached to previous check ins.