How to assign automatic coaching To-Do’s (Coaching Frequencies)

You have the ability to prescribe how often specific team members are assessed and developed. By setting up a Coaching frequency, Coaches receive a To-Do when it’s time to perform an assessment or to assign a development activity to Team Members.

How to:

  1. Select Coaching Frequency from the Admin Menu.
  2. Select the edit icon next to the coach for which you are setting frequencies.
  3. Select the team member.
  4. Select the coaching frequency desired for Development Activities and Assessment(s).
  5. Select Save.

The system will generate To-Do List items for the Coach according to the frequency established.