---
title: Configure coaching settings
description: You can add Coaches to provide personalized guidance to employees, helping them enhance performance and effectively achieve goals.
---

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1. [Help Center](https://help.engagedly.com/?hsLang=en)
2. [Coaching](https://help.engagedly.com/coaching?hsLang=en)
3. [Admin](https://help.engagedly.com/coaching?hsLang=en#admin)

# Configure coaching settings

Admins can configure coaching settings and manage them as required:

- [Topics](https://help.engagedly.com/configure-coaching-settings#topics)
- <https://help.engagedly.com/configure-coaching-settings#coaches>[Configuration](https://help.engagedly.com/configure-coaching-settings#config)
- [Coaches](https://help.engagedly.com/configure-coaching-settings#coaches)
- [Settings](https://help.engagedly.com/configure-coaching-settings#settings)

### **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](https://help.engagedly.com/hs-fs/hubfs/Right%20Arrow.png?width=20&height=20&name=Right%20Arrow.png) 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](https://help.engagedly.com/hs-fs/hubfs/edit%20grey-3.png?width=20&height=20&name=edit%20grey-3.png) Icon** to update the title or description.
- Click the **Delete ![Delete Grey](https://help.engagedly.com/hs-fs/hubfs/Delete%20Grey.png?width=20&height=20&name=Delete%20Grey.png) 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](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) 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](https://help.engagedly.com/configure-coaching-settings#add) or by using a [rule](https://help.engagedly.com/configure-coaching-settings#rules).

#### **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](https://help.engagedly.com/hs-fs/hubfs/Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png?width=20&height=20&name=Overflow%20Menu-Nov-20-2023-05-10-31-0841-AM.png) 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.

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