Manage Coaching from KPI View

Use the Coaching control in KPI View to add or view coaching sessions for employees. When the KPI has one or more associated coaching sessions, a number (1+) is displayed on the control. If you have the necessary privileges, the drop-down list provided with the icon allows you to View Coaching or Add Coaching.

Managers access the KPI View workspace from Explore Performance. Employees access the My Performance: KPI View workspace from My Performance.

This feature is only available if you have create and view privileges for coaching. If you have create privileges, you can add coaching sessions. If you have view privileges, you can view existing coaching sessions.

If you click the Coaching control without selecting an option in the associated drop-down list and there are no existing Coaching Sessions to view, the KPI Selector pop-up window appears. When you select one or more KPIs and click Next, the Manage Coaching Session pop-up window appears.

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If you click the Coaching control without selecting an option in the associated drop-down list and there is only one existing Coaching Session to view, the Manage Coaching Session pop-up window appears.

If you click the Coaching control without selecting an option in the associated drop-down list and there is more than one existing Coaching Session to view, the Manage Coaching pop-up window appears. Select an existing Coaching Session and click Edit to view the Manage Coaching Session pop-up window.

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If you select the View Coaching option in the drop-down list associated with the Coaching control and there is one existing Coaching Session to view, the Manage Coaching Session pop-up window appears.

If you select the View Coaching option in the drop-down list associated with the Coaching control and there is more than one existing Coaching Session to view, the Manage Coaching pop-up window appears. Select an existing Coaching Session and click Edit to view the Manage Coaching Session pop-up window.

If you select the Add Coaching option in the drop-down list associated with the Coaching control, the KPI Selector pop-up window appears. When you select one or more KPIs and click Next, the Manage Coaching Sessions pop-up window appears.