Co-Coaches for Check-Ins & Programs

What is a co-coach?

How do I assign a co-coach to an individual or Group 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 an Ambition user who has managerial access to the coaching check-in. A Co-Coach can be any Ambition user, regardless of their permission level. Co-Coaches are a great fit for assistant managers or HR professionals who play a role in the coaching process.

The creator (manager) of the Check-in can add as many Co-Coaches as required. Participants of a Check-in or Program cannot also be assigned as a Co-Coach for that specific Check-in or Program except for Group Check-ins.

A co-coach can do the following:

• View and edit 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
• Create Action Items

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
• Create an Action Plan within the Check-in

Co-coaches for Group Check-ins can delete and make edits to both the agenda and recurrence.

Co-Coaches are listed in the check-in header and on the check-in card. Adela is the co-coach here, and a co-coach designation will be see when Adela is hovered over.

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

How do I assign a co-coach to an individual/Group Check-in?

From the check-in, click the “⋮” icon then Manage Co-Coaches to add a co-coach. Multiple users can be assigned as a Co-coach.

Additionally, from the check-in, click the ⋮ icon, then Edit to update Co-Coaches.

Don't see the Co-Coaches option? If your package supports Co-Coaches, the feature can be enabled by any user with Admin permissions. Left navigation > Administration > Features. Within the Manage Features interface, click on the Features tab. Locate the Coaching: Check-in Ratings feature, and toggle "On".

How do I assign a co-coach?

When creating a coaching program or check-in, the form will have an optional step for assigning co-coaches. Co-Coaches can be edited after the creation of the program or check-in.

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. Open the left navigation and click on Coaching > Check-Ins OR Coaching > Group Check-ins.

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

3. Any individual/Group Check-ins where you have been assigned as a Co-Coach will appear.