Interact with Check-Ins
Review and Approve a Check-In
How will I be notified a check-in is ready for approval?
You will be notified in Ambition when you have check-ins to review and approve.
By default, Ambition will notify you by email when a check-in is ready to approve, but you can opt of of any of these notification at any time.
Who can view the check-in?
The manager, employee, any co-coaches, and those with the "Coaching: All Access" permission can see the shared coaching session. While those with "Coaching: All Access" permission will not be required to directly interact, they can access the coaching check-in to view as an "Observer" if they desire or make edits to the check-in as needed.
If the "executive level" visibility setting is enabled, managers of managers within Ambition can view coaching events below them in the managerial hierarchical tree. Managers can engage with their direct report's coaching events and anyone who reports to their direct reports, cascading down the hierarchy. The "executive level" preference expands the default (only the manager, employee, co-coaches, and users with "Coaching: All Access") coaching event visibility.
Where will I find check-ins I need to review and approve?
As a manager, there are 3 ways to view your employee's check-ins:
- From your Managerial Dashboard, left navigation > Dashboard > Managerial Dashboard > Coaching tab (a rolled-up view for all your employees)
- From your direct report's Dashboard > Coaching tab (an employee specific view)
- Left navigation > Coaching > Check-Ins (a rolled-up view for all your employees)
From the left navigation > 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 "1" on the "Manager" tab highlights that this user has one check-in pending their review. A red "1" on the "Employee" tab highlights that this user has one check-in that they need to complete for their own manager.
|Content Tab Displays
All check-ins that you are required to complete, for your manager to approve (if applicable).
|All check-ins that you have been assigned as a co-coach for (if applicable).
All check-ins that your direct reports are required to complete for you to review & approve (only shown to users with manager permissions).
Tab only shown to users with the "Coaching: All Access" permission. Shows all check-ins in the organization.
What actions can I take on check-in?
You will then navigate into the check-in where you will have the option to:
- edit the agenda
- 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
- reopen an expired check-in
- extend the due date of the check-in and notify the employee
- optionally leave comments (notification email is sent)
- create a coaching note
- create an action item
- approve and mark the check in as complete
- assign a co-coach for the check-in
- delete 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.
How do I approve a check-in?
Within the check-in, click Mark as Complete.
Upon marking the check-in complete, the employee will be notified that the check-in has been reviewed and has been approved.
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.
These 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.
If a Check-In needs to be excused, ex. when an employee is on vacation, the Check-In can be excused by opting to "Marked as Excused".
Reopen Expired Check-Ins
If a check-in has expired (i.e. the due date passed before being completed by both parties) it can be reopened by the manager (owner) of that check-in. From the check-ins view or from the employee timeline view, clicking on the ellipses icon, , will display the "Reopen" option. Here you can select a new due date which will reopen, extend the due date, and email the employee that it has been reopened.
Extended Open Check Ins
If for any reason the original due date of the agenda needs to be extended, the agenda due date can be extended by opting to "Extend and Notify".
Coaching Check-In FAQ
A rep from another manager’s team just joined my team. Can I see their historic coaching information, such as past check-ins and notes?
Managers cannot see check-ins and notes from other manager’s check-ins. Only users with "Coaching: All Access" permission have this ability.
To view other managers’ check-ins, you’ll need to be granted the “Coaching: All Access” permission.
Why can’t I create a coaching program template?
The permission "Coaching: Create Program Template" is required to create program templates.
By default, the manager permission set does not include permission to create coaching program templates within Ambition.
If you would like to create a program template, you can request that your organization’s admin grant you the “Coaching: Create Program Template” permission.
Why can’t I create a coaching program?
The permission "Coaching: Create Program" is required to create coaching programs.
By default, the manager permission set allows managers to create coaching programs for themselves to run.
If you are a manager or other user who wishes to create programs for other managers, you’ll want to request that an admin grants you “Coaching: Create Program - Can Create Programs for Any Manager" permission.
I am a manager for a group of managers. Will I receive notifications for check-ins my managers run?
Upper-level managers will not receive notifications for their managers’ check-ins unless they are added as co-coaches for these check-ins.
Only the manager of a given check-in, that check-in's co-coaches, and the employee being coached receive check-in notifications.
My direct reports are all managers who run check-ins with their direct reports in Ambition. Can I view these check-ins, notes, and action plans?
Only those with the "Coaching: All Access" permission have access to any and all check-ins, notes, action plans, historical coaching data, etc. Learn more here.
By default, upper-level managers who do not have "Coaching: All Access" permission cannot view the check-ins that their reporting managers run unless they are a co-coach for the given check-in or program. Executive Visibility can also be enabled to provide visibility into coaching events of reporting managers.
I'd like more KPIs visible within a check-in. What permission set do I need in order to add and edit metrics for my organization?
When the default Ambition permission sets are used, only those with system admin permission have the ability to add and edit metrics.
If you would like to add or edit metrics, speak with your admin about being granted the “Integrations: Edit” permission.