Set Up the Coaching Module

The Coaching module allows organizations to document developmental feedback for employees. Designated coaches can record coaching entries for employees, while HR Admins can configure approval settings and optional coaching badges. Once enabled, employees can view coaching provided to them, and assigned coaches can submit coaching entries.

Jump to a section below to learn how to:

• Access Coaching

• Configure Coaching Settings (HR Admin)

• Create and Manage Badges

• Assign a Coach

• Important Notes and Limitations

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Access Coaching

If Coaching is enabled for your organization, it will appear in the left navigation menu.

1. Log in to your account.

2. Select Coaching from the left menu.

Employees will see coaching entries provided to them within their Coaching page.

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Configure Coaching Settings (HR Admin)

HR Admins can determine whether coaching entries require approval before they are visible to employees.

1. Navigate to Coaching.

2. Open Coaching Settings.

3. Enable or disable the setting to require HR approval.

4. Save your changes.

If approval is enabled:

• Coaching entries remain in a Pending state until approved.

• The recipient will not see the coaching until it is approved.

If approval is disabled:

• Coaching entries are visible immediately after submission.

• The recipient is notified right away.

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Create and Manage Badges

Badges can be created for use with coaching entries. While optional, they can be used to categorize or highlight coaching topics.

1. Navigate to Coaching Settings.

2. Select + Add New Badge.

1. Enter a Badge Title.

2. Select a Badge Icon.

3. Select a Badge Color.

4. Save the badge.

Once badges are created, coaches can select them when submitting coaching.

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Assign a Coach

Only employees assigned as coaches can give coaching.

1. Navigate to People.

2. Locate the employee you want to assign as a coach.

3. Select Actions next to their name.

4. Select Enable Coaching.

Once enabled, the employee can:

• Provide coaching to any employee in the organization.

• Access the Document Coaching button within the Coaching module.

Important:

Coaches can provide coaching to any employee in the organization. Coaching cannot be restricted by department or location.

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Important Notes and Limitations

Important:

• Only employees assigned as coaches can provide coaching.

• Coaches can provide coaching to any employee in the organization.

• Coaching cannot be restricted by department or location.

• Badges are optional and may be used if configured by HR.

• HR approval can be enabled to review coaching before it becomes visible to employees.