Co-Coaches for Check-Ins & Programs

Co-Coaches are available with the Coaching, Pro, & Enterprise Packages. They can be turned on or off within the features page.

What is a co-coach?

How do I assign a co-coach to an individual check-in?

How do I assign a co-coach to a recurring program?

Where can I find my co-coach check-ins?

What is a Co-Coach?

A Co-Coach is a third-party individual who has managerial access to the coaching check-in. Co-Coaches are a great fit for assistant managers or HR professionals who play a role in the coaching process. A Co-Coach can be any Ambition User, regardless of their permission level.

The creator (manager) of the Check-in can add as many Co-Coaches as required.

A co-coach can do the following:

• View the check-in's agenda and content
• View comments or public notes left in the check-in
• Comment on individual agenda items
• Leave a public note for the employee and manager to view
• Leave a private note that only the lead manager can view
• Approve & rate the check-in
• Re-open an expired check-in
• Extend an open check-in
• View a correlated Action Plan

A co-coach cannot do the following:

• Cannot edit a program's agenda or recurrence
• Cannot delete a check-in
• Cannot view a private note that was created by the lead manager

^The user that last rates a Check-In is denoted, if the Check-In has a Co-Coach.

^Co-Coaches are listed in the header.

^The user that marks the Check-In as complete can be seen by hovering over the completed date.

How do I assign a co-coach to an individual check-in?

From an individual check-in, click the advanced options icon “⋮” to add a co-coach. Multiple users can be assigned as a co-coach.

How do I assign a co-coach to a recurring program?

When creating a recurring coaching program, the form will have an optional step for assigning co-coaches. This can be edited after the creation of the program.

Note: If you want to add or remove a Co-Coach to an existing Program, you can do so from the Program's edit form. Any changes to the Program's Co-Coach settings will be reflected on check-ins going forward; historical check-ins in the Program will not inherit these Co-Coaches.

Where can I find my Co-coach Check-ins?

1. From the left-hand navigation, click on Coaching > Check-Ins:

2. Across the horizontal navigation bar, click on Co-Coach:

3. Here you'll see any individual check-ins where you have been assigned as a co-coach.

If you have any additional questions, please reach out to gethelp@ambition.com.