How do Managers and Employees interact with Coaching Sessions?

New 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. While Admin will not directly interact, the can access the Coaching Check-ins as an "Observer" if they desire.

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 where they will answer the Program's questions, optionally leave comments, and click 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.

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

• review the answers
• provide a rating that is visible to both employee and manager
• excuse the check in if necessary
• optionally leave comments (No notification is sent upon leaving comment)
• either click Request Feedback or 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.

Check in Rating

Rate

There are four different ratings that can be assigned to a Check In:

• Exceeded Expectation (Score of 3)
• Met Expectation (Score of 2)
• Below Expectation (Score of 1)
• Did Not Complete (Score of 0)

Excuse 

A Check In can be marked Excused as necessary; for example, when an employee is on vacation.