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Note: The Coaching feature is not available by default in academies. To activate it, submit the request to support or your customer success representative. |
Schoox allows for coaching sessions with team members at a set cadence or as needed. This provides managers the ability to track their team members' strengths and areas of opportunity, ensuring they continue to grow even after training is complete.
Starting a Session
In the left navigation, make sure you are in the Team Workspace.
When in the Team Workspace, select Coaching and then select Sessions.
Sessions
The Sessions section is organized into two tabs — Upcoming and Past.
Narrow your search with filtering, searching, and sorting. Filtering options include elements from your academy's organizational structure, Topics, Status, State, Date (timeframe), and Location.
In each session, you can view its details, edit it, delete it, and navigate into the session itself.
Session Details
When you view a session, you are able to view its details, manage it if you have permission, and bring up the form to start the coaching session.
In the Form tab, you can fill out and complete the session.
In the Notes tab, you can take and review the notes associated with the session.
Creating New Sessions
When creating a new session or sessions, you are able to select the date, time and duration, and then determine whether or not it is recurring.
You can then select the learner from the list below.
On the next page, select the topic and form, provide a description, and determine if the session should be rated and reviewed and by whom.
Lastly, type in the address where the session will be held. A map will automatically be displayed.
At the top of the page, save when finished. You can then return to the sessions to set up more, if needed.
Attending Coaching Sessions as a Learner
In the Learner Workspace, under Development and Coaching, learners will find their coaching sessions. Selecting it will take them into the session.
There they will find the session's details, as well as a place to complete the form and sign off.