Coaching Visibility

Coaching Visibility Preferences

Ambition offers two options for coaching visibility:

• Manager Level (default)

• Executive Level

Manager Level

Default setting. Only the manager, the employee, and any added co-coach of a coaching event can view and update that event's contents, as well as users assigned the "Coaching: All Access" permission.

Executive Level

Managers of managers within Ambition can view coaching events below them in the managerial hierarchical tree. Managers can engage with their direct report's coaching events and anyone who reports to their direct reports (labeled a "skip-level" relation in Ambition), cascading down the hierarchical tree. The Executive Level preference expands the default coaching event visibility.

To be considered a manager of a manager and be a part of a hierarchical tree, one must be listed in the “Manager” field in a manager's user settings.

In the example below, Robert would be able to view coaching events for all of Ian and Melody's direct reports since Robert is listed as their manager.

For subordinates, executives will be able to create:

• Notes

• Check-in

• Action Plans

• Group Check-ins

• Action Items

• Comments on Check-in and Action Plans

For subordinates, executives will be able to view:

• Public Notes and any Private Notes the executive created

• Check-ins

• Action Plans (associated to a check-in or not)

• Group Check-ins

• Action Items

• Comments on check-ins and action plans

• Pre-reads that the manager or co-coach have generated

Executive Level Visibility Example

Betty (Amanda's manager) > Amanda (Erin's manager) > Erin (employee).

Amanda has a check-in with Erin.

How does Executive Level Visibility impact Betty’s experience with Coaching in Ambition?

Executive Level Visibility will:

• add the check-in between Amanda and Erin to Betty's manage check-ins table (Coaching > Manage > Check-ins) for Betty to view/filter across

• allow Betty to view Erin’s coaching dashboard timeline, including the check-in between Amanda and Erin

• allow Betty to view pre-reads that have been generated on Erin's check-ins, public notes for Erin and any private notes Betty created, Erin's action items, Erin's action plans (associated to a check-in or not), and any comments on check-ins and action plans

• allow Betty to create notes, action items, action plans, and comments in check-ins and action plans for Erin

Executive Level Visibility will not:

• add coaching content to Betty’s Managerial coaching dashboard unless Betty created it (note or action plan)

• update the check-in card to display Betty as a participant in the check-in

• update Betty's coaching badge count in the primary navigation or in the check-in card view (Coaching > Check-ins)

• allow Betty to edit, delete, rate, approve, reopen, excuse, manage co-coaches, or generate a pre-read for Erin's check-in

Update Coaching Visibility Preferences

1. Open the left navigation and click Administration > Organization.

2. Click on the Coaching Configuration tab.

The Coaching Configuration tab will only be available in Ambition instances where the Coaching feature is enabled.

3. Locate the Coaching Visibility section.

4. Make the appropriate updates within the Coaching Visibility section.

Manager Level is the default. You can revert to the default at any time.

5. Click the Save button within the Coaching Configuration tab.