Coaching Notifications

Users will be notified through email when they are involved in Ambition coaching events.

If you wish to opt out of email notifications, learn more here.

 

Coaching Email Frequency

Employees, managers, and co-coaches will receive coaching email notifications when:

Action Item Emails:

Action Item Email	What Event Sends the Email?	Who Gets an Email?
Action Item Created	An action item has been created and assigned to you. If multiple action items are assigned to you within a 10 minute time period, the email will serve as a summary of all the action items that were assigned to you during that 10 minute time period.	The assignee of the action item (any participant in the check-in/group check-in can be assigned an action item)

 

Action Plan Emails:

Action Plan Email	What Event Sends the Email?	Who Gets an Email?
Action Plan Activity	An action plan contains a required external url agenda item, and the employee has submitted the action plan to be approved.	Manager
Action Plan Closed	An action plan passes its due date if the action plan was not completed.	Employee and Manager
Action Plan Co-Coach	A co-coach has been added to or removed from an existing action plan	Employee
Action Plan Completed	An action plan has been completed.	Employee and Manager
Action Plan Extended	An action plan's Due Date is extended through the "Extend and Notify" or "Reopen" options.	Employee
Action Plan Reminder	A manager or employee uses the manual "Remind" option. An action plan has not been submitted for the manager to review and it is due in ~60 minutes (a reminder will be sent once the action plan due time is within 60-70 minutes. The goal being that the employee has about an hour to complete and submit the action plan). An action plan reminder will not be sent if the action plan was created within 2 hours of it being due.	Employee or Manager (the employee has the option to remind the manager if an action plan is in "Pending Approval" Status)
Action Plan Reopened - More Information Has Been Requested	Manager has used the "Notify Employee Additional Content Needed" option to let the employee know the action plan has been reviewed but has not been approved by the  manager. An action plan was in the "Pending Approval" status and the action plan was then edited. Edits made to an action plan in "Pending Approval" status will automaticity move the action plan back into the "Answers Due" status. The "Pending Approval" status is only applicable to action plans with an "External URL" agenda item.	Employee
Action Plan Started	An action plan has been created and started for them.	Employee. If co-coaches are added on creation, they will also be notified that they are involved in an action plan.
Comment	A comment has been left in an action plan.	If the employee leaves the comment, the manager will be notified. If the manager leaves the comment, the employee will be notified.

 

Check-In & Program Emails:

Check-in Email	What Event Sends the Email?	Who Gets an Email?
Check-In Activity- Check-in Completed by Participant	A check-in has been completed and is ready for review/approval.	Manager
Check-In Activity- Check-In Approved	A check-in has been reviewed and been approved by the manager or co-coach.	Employee
Check-In Co-Coach	A co-coach has been added to your check-in through the "Manage Co-Coaches" option.	Employee
Check-In Extended	A check-in's due date is extended through the "Extend and Notify" or "Reopen" options.	Employee
Check-In Reminder	A manager or employee uses the manual "Remind" option. A check-in has not been submitted for the manager to review and it is due in ~60 minutes (a reminder will be sent once the check-in due time is within 60-70 minutes. The goal being that the employee has about an hour to complete and submit the check-in). A check-in reminder will not be sent if the check-in was created within 2 hours of it being due.	Employee or Manager (the employee has the option to remind the manager to approve a check-in if the check-in is in "Pending Approval" status)
Check-In Reopened - More Information Has Been Requested	Manager has used the "Notify Employee Additional Content Needed" option to let the employee know the check-in has been reviewed but has not been approved by the  manager. A check-in was in the "Pending Approval" status and the check-in was then edited. Edits made to already answered agendas will automatically put the check-in back into the "Answers Due" status.	Employee
Check-In Started	A check-in is available and ready to be completed. ↳ If the manager selected the "Schedule 1:1 for Later" option, the standard new check-in email will be accompanied with a calendar invite.	Employee. The manager and any co-coaches will also receive a new check-in email accompanied with a calendar invite if the "Schedule 1:1 for Later" option was selected. If a manager has connected their Outlook or Google calendar with Ambition, there will not be a calendar invite attached in the email sent to the manager.
Program Created	A coaching program has been created.	Employee
Group Check-In Opened	A group check-in has opened	All group check-in participants
Group Check-In Scheduled	A group check-in is scheduled	Manager and Co-Coach
Comment	A comment has been left in a check-in	If the employee leaves the comment, the manager will be notified. If the manager leaves the comment, the employee will be notified.

 

Shared Note Emails:

Shared Note Email	What Event Sends the Email?	Who Gets an Email?
Shared Note	A new shared note has been created. A private note has been re-saved as a shared note.	Employee

Things to Note:

New check-in emails will be sent in accordance with the recurrence of a coaching program. Daily recurrence = daily email, weekly recurrence = weekly email, etc.

If an individual is involved in multiple coaching programs, they will receive a new check-in is due notification for each program.

If a goal agenda item is used within an action plan, emails will be sent regarding the goal's progress as well. Learn more about email notifications associated with Ambition goals here.

 

Action Item Email Contents and Examples

Action Item Created

The email will contain:

• Name of the user who created and assigned the action item to you.
• The action item's content
• A link back to the check-in/group check-in where the action item was created. The "View Open Action Items" button will navigate you to the coaching tab on your personal dashboard
• The date and time the action item was created
• If multiple action items are assigned to you within a 10 minute time period, the email will serve as a summary of all the action items that were assigned to you during that 10 minute time period

Example Email

 

 

Action Plan Email Contents and Examples

Action Plan Activity

The email will contain:

• Message that the action plan has been completed by the employee
• Due date

Example Email

 

Action Plan is Closed and Incomplete

The email will contain:

• Status "Completed: Did Not Complete" will signify that the action plan was not completed
• Due date
• Each action item type that made up the agenda and the item's content

Example Email

 

Action Plan Co-Coach

The email will contain:

• Message that a co-coach has been added
• Due date

Avatar of the co-coach(es) will not display in the email, but you can view all co-coaches who are added to your action plan by clicking, View Action Plan.

Example Email

 

Action Plan is Completed

The email will contain:

• Completed date
• Due date
• Each action item type that made up the agenda and the item's content

Example Email

 

Action Plan Extended

The email will contain:

• Message that the action plan has been extended
• New action plan due date

Example Email

 

Action Plan Reminder

If an action plan has not been completed and/or submitted for manager review and it is due in ~60 minutes, or if the manager uses the manual "Remind" option to remind the employee to complete their action plan, the email will contain:

• A reminder message that includes the action plan creator's name

Example Email

 

If an employee uses the manual "Remind" option to remind the manager to review their action plan (manager approval is only needed when an External URL agenda item is included in an action plan and listed as a required agenda item), the email will contain:

• Reminder message that includes the name of the employee who has completed the action plan and is awaiting manager approval

 

Action Plan Reopened - More Information Has Been Requested

The email will contain:

• Message that more information has been requested
• Due date of action plan

Example Email

 

Action Plan is Started

The email will contain:

• The Action Plan creator's name
• Due date and time
• Each action item type that make up the agenda and the item's content

Example Email

 

Action Plan Comment

The email will contain:

• The name of the user who left the comment
• The comment's content

Example Email

 

 

Check-In Email Content and Examples

The "Check-In Activity" Emails correlate to two events. One event for the employee and one event for the manager.

Check-In Activity - Check-In Completed By Participant

The email will contain:

• Title of the check-in or name of the coaching program as applicable
• Message that the check-in has been completed by the employee

Example Email

 

Check-In Activity - Check-In Reviewed and Approved by Manager or Co-Coach

The email will contain:

• Title of the check-in or name of the coaching program as applicable
• Message that the check-in was approved

Example Email

 

Co-Coach Added

The email will contain:

• Notification that a co-coach was added to a check-in
• The date the check-in is due

Example Email

 

Check-In Extended

The email will contain:

• Message that the check-in has been extended
• New check-in due date

Example Email

 

Check-In Reminder

If a check-in has not been submitted for the manager to review and it is due in ~60 minutes, or if the manager uses the manual "Remind" option to remind the employee to complete their check-in, the email will contain:

• Reminder message that includes the name of the manager who is conducting the check-in

Example Email

 

If an employee uses the manual "Remind" option to remind the manager to review their check-in, the email will contain:

• Reminder message that includes the name of the employee who has completed the check-in and is awaiting manager approval

Example Email

 

 

Check-In Reopened - More Information Has Been Requested

The email will contain:

• Message that more information has been requested
• Title of the check-in or name of the coaching program as applicable

Example Email

 

Check-In Started

The email will contain:

• The date the check-in is due
• If "Scheduled for Later", email will include a calendar invite (exact format will depend on email client)

Example Email

 

Program Created

The email will contain:

• The name of the manager who is conducting the program
• Coaching program name
• Description, if applicable
• Start date of the program

Example Email

 

Group Check-In Opened

The email will contain:

• Name of the group check-in
• Date of the group check-in

Example Email

 

Group Check-In Scheduled

The email will contain:

• Prompt to managers and co-coaches to edit the agenda if needed
• Name of the group check-in
• Date of the group check-in

Example Email

 

Comment has been left in a Check-In

The email will contain:

• The user's name who left the comment
• Content of comment left

Example Email

 

 

Shared Note Email Content and Example

Shared Note

The email for notes will be the same regardless of whether the note originally created as a shared note OR a previously private note has been re-saved as a shared note.

The email will contain:

• The note creator's name

Example Email