Check-In Templates
Check-in templates can be created for quicker and consistent check-in creation! Templates can be editable or locked as needed for flexibility or compliance needs.
How do I create a check-in template?
How do I edit a check-in template?
How do I duplicate a check-in template?
Create Check-In Template
Users with the "Coaching: Create Check-In Template" or "Coaching: All Access" permission will be able to create check-in templates.
1. Open the left navigation and click Coaching > Manage.
2. From the manage coaching page, select the Check-Ins tab and then Templates.
3. Click the + Check-In Template button.
4. Complete the create check-in template form.
Details
| Field | Field Description |
| Name |
The name of the template, which will be selected from a dropdown menu when a manager creates a new one-off check-in. Example: Call Review |
| Coaching Instructions |
Optional. Provide specific instructions, resources, and other details to guide managers on how to use this specific template. Coaching Instructions will not be visible to the employee being coached. To support reviewing check-ins that contain instructions while screen sharing with an employee, the manager can collapse the coaching instructions section. |
| Template Type |
Locked: When a manager creates a check-in with a locked template, they cannot change remove the template's agenda items. They can add additional questions. Any edits made to the base template will be applied to all active repeating check-ins. Unlocked: When a manager creates a check-in with an unlocked template, they can delete any of the template's agenda items and add any additional items. When edits are made to the base template, the active repeating check-ins will not be updated with the new agenda items. |
Managers
Select which managers have access to this template.
Allow all managers to have access to using the template, or choose specific managers and search for and select the specific managers who should have access to using the template.
Agenda
Create the template's agenda by compiling agenda items.
Agenda items can be optional or required, but at least 1 agenda item must be required (not optional) in order to save.
| Agenda Item | Item Description | Employee View of Agenda Item |
| Question |
A question for the employee to answer with fill in answer format. Questions can be required or optional. Check out our list of recommended questions. |
|
| Metric Snapshot |
Available if the "Coaching: Metric Snapshot Item" feature has been enabled. A question for the employee to answer that is built upon a preselected metric & time frame. |
|
| Feedback |
Employee will be prompted to acknowledge the manager's feedback. |
|
| Content Block |
Rich text editor that can provide additional information or context to a coaching agenda. No action for the user to take. |
|
| Poll |
A question that is answered by the employee on a 1-5 point scale. Example: On a scale from 1-5 (1=low & 5= high) what's your level of confidence in your product knowledge? |
|
| External URL |
A link to a third-party item for the employee to review, complete, etc. Example a LMS module. Note - The employee and manager will both be responsible for marking this Item as complete. |
|
| Embed Media |
Iframe a YouTube or Vimeo video or 3rd party website directly into the coaching agenda. No action for the user to take. Be aware that not all platforms allow 3rd party embedding. For embedding a video from YouTube or Vimeo, you can input the share URL or iframe embed code. If you are embedding a Google Sheets URL, we recommend embedding a URL generated through the "Publish to web" share option rather than "Share with others". Learn more here. |
|
| File Upload | An action for the employee to take and an accompanying file. Employee will be prompted to acknowledge the uploaded file. |
|
| Checkboxes |
A list of options for the employee to select, choosing all that apply. An "Other" option is available as well. Example: Which products would you like additional training on? Choose all that apply. |
|
| Multiple Choice |
A list of options for the employees to select, choosing only one. An "Other" option is available as well. Great fit for True/False or Yes/No type questions. Example: Have you completed your monthly review? Yes or No. |
|
| Gong Calls |
Available if the Gong integration is enabled and authorized. Employees attach one or more of their Gong calls when the check-in opens. |
In this example the employee attached calls and the manager left comments. |
| Zoom Calls |
Available if the Zoom integration is enabled and authorized. Employees attach one of more of their Zoom calls when the check-in opens. |
|
| Seismic Learning |
Available if the Seismic Learning API within the Seismic integration is authorized. Select from any public, published Seismic Learning lessons and add them to coaching agendas. When selecting a lesson, there is no filtering for lessons assigned to a particular employee(s), but rather you will be presented with a list of all public, published lessons that can be added into the coaching agenda. |
|
Rating Categories (optional)
Don't see the Rating Categories option? If your package supports rating categories, the feature can be enabled by any user with admin permissions. Left navigation > Administration > Features. Locate the "Coaching: Check-In Ratings" feature, and toggle "On".
Optionally select rating categories you wish to track and correlate with the check-ins created using this template.
Rating categories can be added or removed after the template's creation.
Note: If more than one rating is present, Ambition will take an average of the submitted ratings. This average can be helpful when searching for specific check-ins, as it's a filter in the manage check-in page and exportable in the coaching reports.
If you'd like to add additional rating categories, learn more about creating categories here.
5. If the template is finalized and ready for managers to use, click Save > Save and Open.
If the template is still in progress, click Save and then Save as Draft. Your template will not be available to create check-ins with until the template is "Open". You must have at least one required item and have selected managers in Step 2 before being able to save your template as a draft.
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