Interact with Coaching Sessions and Check-Ins
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.
The Manager, Contributor, and those with the "Coaching: All Access" permission can see the shared Coaching Sessions. While those with the "Coaching: All Access" permission will not directly interact, they can access the Coaching Check-in as an "Observer" if they desire.
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-ins pending their review. A red "1" on the Employee tab highlights that this user has one check-ins that they need to complete for their own manager.
|Tab||Content Tab Displays|
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).|
All Check-ins that your direct reports are required to complete for you to review & approve (only shown to users with Manager access).
Tab only shown to users with the "Coaching: All Access permission". Shows all Check-ins in the organization.
Navigate to Check-Ins within Ambition
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 (this is a rolled-up view for all employees)
- From your direct report's Dashboard > Coaching tab (this is an employee specific view)
- Left navigation > Coaching > Check-ins (here you can view all and filter)
You will then navigate to the Check-In where you'll will have the options to:
- review the answers
- remind the rep that answers are due
- notify the employee that additional context is needed*
- extend the due date of the check-in and notify the employee
- 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
- 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.
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 as 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.
A Check-In can be marked Excused as necessary, ex. when an employee is on vacation.
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 ⋮ icon will display the Reopen option. Here you can select the new agenda due date. This will extend the due date and email the employee that it has been reopened.
Extended Open Check Ins
If the employee needs more time to fill out their agenda, the manager can also extend the agenda due date by clicking on the ⋮ icon:
Search for Coaching Check Ins
1. Open the left navigation and click on Coaching > Check-Ins.
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.
2. Click the Filters, , icon in the upper right to refine your search.
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 Manager who owns the Check-in.
Search for the employee who is responsible for completing the agenda items.
Find Check-ins by filters for assigned co-coaches (if applicable).
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.
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 associated with a specific Template.
Search for Check-ins by Program name.
Search for Check-ins that are due during the selected time frame.
Search through your private & shared notes that were attached to previous Check-ins.
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 admins 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?
By default, managers cannot create coaching program templates within Ambition, only admins can.
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?
By default, admins are the only users who are given permission to create Coaching Programs for anyone in the organization.
By default, managers can only create programs for their direct reports, but no other managers.
If you are a manager or other user who wishes to create Programs for other teams/managers, you’ll want to request that an admin grants you “Coaching: Create Program” 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-ins 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, and more.
Upper-level managers who do not have admin-level permissions cannot view the check-ins that their reporting managers run unless they are a co-coach for the given check-in or program.
I'd like more KPIs visible within a Coaching 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 Ambition admins have the ability to add and edit metrics.
If you would like to add or edit metrics to your Ambition instance, speak with your admin about being granted the “Integrations: Edit” permission.