Coaching
Overview
Check-Ins
- How do I generate a Coaching Pre-Read?
- How do I complete and submit check-ins I've been assigned?
- How do I review and approve employee check-ins?
- How do I create a check-in?
- How do I edit a check-in?
- How do I create check-in templates?
Group Check-Ins
- How do I create a group check-in?
- How do I edit a group check-in?
- How do I create group check-in templates?
- How do I edit group check-in templates?
- How do I duplicate group check-in templates?
- Who can interact with a group check-in?
Coaching Cadences
- How do I create a Coaching Cadence?
- How do I add employees to a cadence?
- How do I edit a cadence?
- How do I assign a manager to approve an employee's cadence check-ins?
- How do I assign a co-coach to a cadence check-in?
- How do I monitor employee progress in a cadence?
Action Plans
- How do I complete and submit action plans I've been assigned?
- How do I review completed employee action plans?
- How do I create an action plan?
- How do I edit an action plan?
- Who can interact with action plans?
- How do I create action plan templates?
Notes
Programs
- How do I create a coaching program?
- How do I edit a coaching program?
- How do I finish or end a coaching program?
- How do I create program templates?
- How do I edit program templates?
- How do I duplicate a program template?