Configure coaching settings

Admins can configure settings and manage them:

• Coaches
• Configuration
• Topics

Coaches

You can add coaches to provide personalized guidance to employees, helping them enhance performance and effectively achieve goals.

Navigate to Settings > Coaching > Coaches.

You can add coaches manually or by the rule.

Add Manually

1. Click the Add Coach drop-down and select Add manually.
2. Search and select the employee to whom you want to assign as a Coach.
3. Select the Topics or Sub-Topics if required, and click Add.

Manage Rules

    1.   Click the Add Coach drop-down and select Manage Rules. You can manage the following                        features in the Manage Rules:

• Assign to All managers: If enabled, all managers are assigned as Coaches.

• Assign to users with Job Title: If enabled, all users are assigned as Coaches with the selected job titles.
  Click the Select Job Title drop-down and select the job titles.

    2.   Click Save.

Manage Coaches

After adding the coach, you can edit or remove them if required.

Click the Overflow Menu and select Edit or Remove as required.

Configuration

You can include questions in the form fields for which the coaches respond while sharing tips. Based on these questions, coaches can share tips with employees to ensure clear, consistent, ongoing support and guidance.

Navigate to Settings > Coaching > Configuration.

1. Click Add Field. and type the title.
2.  Select the Field Type,  and click Add.

You can mark the field as mandatory if required.

Manage Form Fields

After adding the fields, you can edit, hide, or delete them if required.

Click the Overflow Menu and select Edit, Hide, or Delete as required.

Topics

Topics are the categories where you can add relevant sub-topics. You can add Topics based on your organization's requirements. While sharing a tip, you can select a topic or sub-topic to categorize the guidance for employees. You can add Topics and Sub-Topics.

Navigate to Settings > Coaching > Topics.

1. Click Add Topic, type the Title, type the Description if required, and click Add.
2. Select a topic to add a sub-topic and click Add Sub-Topic.
3. Type the Title, type the Description if required, and click Add.

Manage Topics

After creating topics, you can edit or delete them if required.

• Hover over the Topic or Sub-Topic.
• Click the Edit Icon to make the necessary changes.
• Click the Delete Icon to delete them.