Manage Check-In Rating Categories

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.

Rating categories are visible to anyone will access to the check-ins. Any ratings left in a check-in will be visible to the employee who is being rated.

The default rating categories within Ambition are Preparedness, Engagement, and Coachability.

How do I create new rating categories?

How do I edit existing rating categories?

How do I disable or reenable a rating category?

Create New Rating Categories

The default rating categories within Ambition are Preparedness, Engagement, and Coachability.

There is currently no limit to the number of ratings that can be created.

1. Open the left navigation and click  Coaching > Manage.

2. Select Rating Categories.

3. Click the + Rating Category Button.

4. Complete the rating category form.

Label: Name of the rating category. Here you'll type in attributes like Leadership Skills, Preparedness, or Coachability.

Description: The description will appear in the help text next to the rating category in the check-in as seen in the image below. The description provides additional context to the rating category for both the manager who is proving the rating and to the employee who receives the rating from their manager.

Inactive <> Active: If you wish to use the rating in a current or new check-in and/or template, leave the toggle set to Active. Ratings can be creating in an inactive state, but until set to active the new rating will not be an available rating category choice when creating check-ins or templates.

5. Click Save Rating Category.

Edit or Disable/Enable Existing Rating Categories

1. Open the left navigation and click Coaching > Manage.

2. Select Rating Categories.

3. Click on the rating's label or the icon and Edit next to the category you wish to edit.

4. Make needed updates.

Label: Edit the label (name) that is shown in the check-in ratings. Renaming the label of a rating category will rename it in all historical and future check-ins. It will not reset or impact previously submitted ratings.

Description: Edit the description that is shown in the check-in rating help text as seen in the image below.

Inactive <> Active: Deactivate or activate the rating category by toggling to the needed "Inactive" or "Active" state.

↳ Deactivating a rating category will remove the rating category from all historical and future check-in ratings. If you need to preserve the historical ratings, we recommend exporting your coaching data prior to disabling the category. Reactivating the category will restore any historical rating data to historical check-ins.

5. Click Save Rating Category.