Coaching 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?

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.

Admin users and individuals who have been granted the Coaching: All Access permission can access and view check-ins from the "All Access" tab if they desire.

 

 

Check-In Tabs

From the Coaching > Check-Ins page, users will see a horizontal navigation bar with Check-In Tabs across the top of the page. Each tab provides the user with a quick way to view each check-in type.

A red notification badge is shown when there is an outstanding deliverable for the user.

• For example: A red "3" on the Manager tab highlights that this user has three check-ins pending their review. 

 

 

Tab	Content Tab Displays
Employee	All Check-ins that you are required to complete, for your Manager to approve (if applicable).
Co-Coach	All Check-ins that you have been assigned as a co-coach for (if applicable).
Manager	All Check-ins that your direct reports are required to complete for you to review & approve (only shown to users with Manager access).
All Access	Tab only shown to users with Admin access or the Coaching: All Access permission. Shows all Check-ins in the organization.

 

 

 

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 Submit for Review 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
• assign a co-coach for the Check-in

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.

 

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 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.

Click the Filters, , icon in the upper right to refine your search.

 

 

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.
Co-Coach	Find Check-ins by filters for assigned co-coaches (if applicable).
Status	All: Show all records. Open (Action Required): Action is required either from the manager or employee before it's complete. Answers Due: Waiting for the employees response. Pending Approval: Waiting for review from the manager. Completed: 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.
Template	Search for Check-ins associated with a specific Template.
Due Date	Search for Check-ins that are due during the selected time frame.
Search Notes	Search through your private & shared notes that were attached to previous Check-ins.