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Coaching Setup

Accessing Coaching Setup

On the top of the home page select "Setup" - "Coaching"

Status Button

When the feedback status is "off," no Coaching reminders are sent, no monthly data is collected, and nothing will be visible to employees.  When you toggle the status to "on" managers will then see "Coaching" appear on their banner under "Manage".


You can select the frequency in which managers will be notified to provide coaching to their direct reports. You can do Monthly, Quarterly, and Semi-annually and will set the meetings and notifications to that specific frequency. 


The two key areas we suggest you base your coaching conversations around include "Job Results" and "Values Fit." You can customize the names of these labels, but are limited to 25 characters.


Ratings are option or required based on how your configuration.  You also can select if you want a 3 or 5 point scale. The labels for these scales can be customized as well.

If you switch from a 5 point scale to a 3 point scale, the ratings will be adjusted as follows.

If switching from a 3 point scale to a 5 point scale, the ratings will be adjusted as follows.


Creating a standard list of strengths will help managers and employees identity and endorse workplace strengths.

You can choose between three different strength models: company model, Clifton Strengths model, and VIA Strengths model. 

Within the strengths breakdown, you can view all strengths in your company, along with the number of employees that identify with that strength. 

By clicking on the specific strength, you can also see each employee that identifies with that strength. 

The Sweetener

Like some of the other features in our system, the sweetener is something you can add as a bonus to your managers for when they have completed all coaching sessions for the period. 

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