Overview

What is Coaching?

Coaching helps you turn quality evaluations into structured, actionable feedback for your team.

A coaching session pulls evaluation data from a specific time period and turns it into:

• Discussion points

• Concrete examples

• Action items and follow-ups

The goal is to make performance conversations clear, consistent, and easy to track over time.

Core Concepts

• Coachee: The team member receiving coaching (usually an agent/reviewee).

• Coach: The person running the session (manager, lead, evaluator, or admin).

• Discussion Points: Criterion-based feedback areas, supported by specific evaluation examples.

• Action Points: Concrete, trackable tasks for the coachee to complete.

• Review Period: The date range from which evaluations are pulled for the session.

Accessing Coaching

From the main navigation, go to Coaching. You’ll see different views depending on your role:

Coaching Overview (/coaching)

High-level statistics per coachee (sessions, action items, last session, etc.).

All Sessions (/coaching/sessions)

A list of all coaching sessions across your team.

Individual Coachee Sessions (/coaching/{coacheeId})

All sessions related to a specific coachee.

Coaching Statistics Overview

On the main coaching page you’ll see, for each coachee:

• Name & Email

• Groups – Teams/departments the coachee belongs to

• Delivered Sessions – Number of sessions marked as DELIVERED

• Total Sessions – All sessions (DRAFT, SCHEDULED, and DELIVERED)

• Last Session Date

• Action Items – Completed vs total (e.g., 3/5 (60%))

You can filter and sort using:

• Coachees

• Groups

• Tags

• Various metrics (e.g., sessions delivered, action completion %)