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      Configure coaching settings

      Admins can configure coaching settings and manage them as required:

      Topics

      Topics are categories used to organize coaching content. You can create topics and sub-topics based on your organization’s needs.

      When you share a tip, select a topic or sub-topic to categorize the guidance for employees.

      Navigate to Settings > Coaching > Topics.

      To add a topic:

      1. Click Add Category.
      2. Enter the title and description, and click Add.

      To add a sub-topic:

      1. Click the Right Right Arrow Arrow next to a topic and click Add Sub-Topic.
      2. Enter the title and description, and click Add.

      Note: You can add up to two sub-topics under each topic. Each sub-topic is shown with a slash (/) after the topic name.

      Manage Topics

      After adding topics, edit or delete them if required.

      • Hover over a topic or sub-topic.
      • Click the Edit edit grey-3 Icon to update the title or description.
      • Click the Delete Delete Grey Icon to remove them.

      Configuration

      Configure coaching by adding form fields with questions for coaches to respond while sharing tips. These questions help ensure clear, consistent, ongoing support and guidance.

      Navigate to Settings > Coaching > Configuration.

      1. Click Add Field and enter the title.
      2.  Select the field type.
      3. Enable Mark the field as mandatory if required.
      4. Click Add.

      Note: If a single select or multiple select field type is selected, add options to the field.

      Manage Form Fields

      After adding a form field, manage it if required.

      Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu on the right and select Edit, Hide, or Delete as required.

      Note: When you hide a form field, coaches cannot view it while sharing tips. You can unhide it at any time.

      Coaches

      Add coaches to provide personalized guidance to employees, helping them improve performance and achieve goals effectively.

      Navigate to Settings > Coaching > Coaches.

      You can add coaches manually or by using a rule.

      Add Coaches Manually

      1. Click Add Coach and select Add manually.
      2. Search for and select an employee to assign as a coach.
      3. Select topics or sub-topics if required, and click Add.

      Notes:

      • Topics appear only after adding them.
      • Scroll down in the "Topics" field to view topics and sub-topics.

        Manage Rules

        1. Click Add Coach and select Manage Rules.
        2. Configure the following options as required:
          • Assign to all managers within the organization: When enabled, all managers are automatically assigned as coaches.
          • Assign to users with job title as: When enabled, employees with selected job titles are assigned as coaches.
            Click the drop-down and select one or more job titles.
            3.   Click Save.

          Manage Coaches

          After adding a coach, manage it if required.

          Click the Overflow Overflow Menu-Nov-20-2023-05-10-31-0841-AM Menu and select Edit or Remove as required.

          Settings

          Define the coaching settings:

          • Select Enable private coaching across the organization to allow private coaching for employees.
          • Select Make choosing topics mandatory for coaches to require coaches to select a topic when sharing tips.

          • Set the topic selection mode, which controls how employees can add topics:

            • Single: Employees can add only one topic. The "Add Topic" option is hidden.
            • Multiple: Employees can add multiple topics. The "Add Topic" option is available.