Co-Coaches for Check-Ins

What is a co-coach?

How do I assign a co-coach to a single, specific check-in?

How do I assign a co-coach to multiple check-ins?

How do I assign a co-coach to a recurring coaching event: program, check-in, or group check-in?

Where can I find check-ins where I'm assigned as a co-coach?

What is a Co-Coach?

A co-coach can be any Ambition user, regardless of their permission level.

Being assigned as a co-coach gives the user 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.

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
• Excuse a check-in
• View a correlated action plan
• Create action items

* the co-coach will need permission to create notes

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.

If the check-in has a co-coach, the user that last rates a check-in is denoted.

How do I assign a co-coach to a single, specific 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.

Co-coaches assigned through the manage co-coach button will only be a co-coach for the specific check-in where they are assigned.

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. Locate the "Coaching: Co-Coaches" feature, and toggle "On".

How do I assign a co-coach to multiple check-ins?

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

2. On the check-ins tab, locate the check-ins where co-coaches need to be added through searching or filters.

3. Check the box next to the check-ins where co-coaches should be added.

If all the check-ins on the page need a co-coach assigned, click the top checkbox.

4. Click the Actions button and Add Co-coaches.

How do I assign a co-coach to a recurring coaching event?

When creating a coaching program, recurring check-in, or group 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 co-coaches in an existing program or check-in, you can do so from the respective edit form. Any changes to co-coach settings will be reflected on check-ins going forward; historical check-ins will not inherit these co-coaches.

Where can I find check-ins where I'm assigned as a co-coach?

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.