Access Coaching Overview Tab
- The Coaching "Overview" tab will be renamed "Coaching Analytics".
- A new permission, "Coaching Analytics", will allow for users to access the newly renamed Coaching Analytics page and view the Accountability, Insights, and Attribution tabs as well as view and export Manager and Employee Utilization from the Reports tab without needing "Coaching: All Access" permission.
1. Open the left hand navigation and click Coaching > Overview.
The Accountability tab helps answer the question, "Are Managers coaching?".
View Weekly or Monthly Check-in stats for Managers, filter to a specific manager/group of managers, and sort by completion rates.
Check-in stats will include check-ins created though Programs or through one-off Check-ins. Group Check-ins and Check-ins were a Manager serves as a Co-Coach are not included in a Manager's stats at this time.
|Manager Check-in Stat||
The Manager of the Check-in.
Unique number of employees who were involved in a Check-in.
ex. If a Manager has 5 Check-ins that occur within a week but all 5 Check-ins are with the same employee, the Employee Coached count for the Manager that week will be 1.
The number of non-excused Check-ins that have a Start Date within the respective Week or Month time frame.
The number of non-excused, completed Check-ins that have a Start Date within the respective Week or Month time frame.
The number of non-excused, incomplete, closed Check-ins that have a Start Date during the respective Week or Month time frame.
|Check-in Completion Rate||
Number of Check-ins Completed / Number of Check-ins Started
When filtering by Highest or Lowest Completion Rate, the Completion Rate will be calculated across the entire time range being viewed:
Weekly Stats: Number of Check-ins Completed / Number of Check-ins Started during the 4 weeks selected.
Monthly Stats: Number of Checks-in Completed / Number of Check-ins Started during the 3 months selected.
Weekly Coaching Activity
The Insights tab provides details into coaching events for a selected time frame and group.
Use the Start Date, End Date, and/or Group filters to view coaching activity week by week.
Counts of Notes, Check-ins, and Action Plans will be displayed.
Updating the State Date, End Date, and/or Group filters also provide insights into general coaching analytics, including number of active Programs, Check-ins, Action Plans, Notes, etc..
Employees Without 1 Completed Check-In
Based on the filters used above, Ambition will show which employees have not completed a check-in within the selected time frame. The Act button can be used to alert the employee's manager to create a check-in for the employee. If the Employee Asks feature is enabled, the admin user can complete a pre-filled Coaching Ask for the manager.
Program Attribution Metrics
The Attribution tab provides in-app visualization of the attribution metrics that are assigned to a recurring coaching program. Selecting a Program, Employees, and the individual Metrics will display a historical line graph for the coaching program's performance.
The Ratings tab provides historical ratings across the organization's coaching check-ins. Ratings can be filtered by program, group, manager, employee name, & rating category. Each column in the ratings table can also be sorted.
For deeper context or troubleshooting, the user can click on the Check-In button to be taken directly to the check-in where the manager provided the rating.
Coaching Reports / Exports
Users with "Coaching: All Access" permission can view and export all report types.
Users with "Coaching Analytics" permission can view and export Utilization reporting. Those with "Coaching Analytics" permission cannot view and export Program information.
From the Reports tab, Coaching reports containing information about Employee Utilization, Manager Utilization, and specific Programs can be downloaded though CSV.
Learn more about exporting coaching data here.