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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.
Creating Sessions is done on an individual basis as Coaching is not meant to be done in a group environment.
In the left navigation, make sure you are in the Team Workspace.
When in the Team Workspace, select Coaching and then select Learners.
In the Learners section, you'll find a list of individual learners.
Narrow your search with filtering, searching, and sorting. Filtering options include elements from your academy's organizational structure.
Selecting a learner's name reveals information about them, and allows for easy access to their full profile.
The list shows the previous and next session of each learner. You are also able to review their upcoming sessions or create a new one for the individual.
Selecting their upcoming sessions option provides a list, where you can view individual sessions.
If you want to create a new session, you have to click on the Create session button.
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.
Then, you need to define 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.
Session Settings
Below is a general setup for the available settings and descriptions for each.
Once you have your individual selected, you will have to make a series of choices before you can save your session.
Duration - How long should the session last? The options range from 15-120 minutes by 15 minute increments.
Session date - When selecting the date, it can be the current or future date. You cannot create past coaching sessions.
Starting Time - The time selection can be for any present (select "Now") or future time as desired.
Recurring Sessions
If you choose to set a Recurring Session, a new menu will appear.
Here, you can select the cadence of the sessions, when it ends or after how many occurrences. This allows for sessions and check-ins to happen as frequent or as many times as needed.
If weekly is selected, Schoox will ask which day of the week would you like this to occur each week.
If you select Monthly, based on the selected date of the first session (Day of the month and of the week) it will ask if you wish it to be the same date each of the following months or the same day/week (e.g. third Thursday of each month) of the upcoming months..
Additional Settings
Topic - Selecting a Topic allows for you to determine which pool of forms to choose from, ensuring it is covering the correct area.
Form - Once the Topic has been chosen, the list of forms will populating allowing for the selection of the desired forms. Note: If no Topic is selected, a 'No Data" will show up as the result. You have to choose a Topic first.
Description - Providing a description might help to provide information about this session, but it is not required.
Location - This is a mandatory field requiring an address to be entered in connection with where this session took place. This could be an office, or a customer location, possibly even a select warehouse, etc.
Users can Review and Rate the Session - This opens the option for feedback from the coach, the coachee, or both.
At the top of the page, make sure to Save the session when finished. You can then return to the learners to set up more, if needed.
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