PeopleMatter: Setup: How do I Set Up the Manager Task to View Coaching Report?

Organizations that use assessments during the application process have access to turn on a Manager Task called View Coaching Report during the new hire onboarding process.  

Why should I use the View Coaching Report task at my organization?

• The vast majority of turnover happens within the employee’s first 90 days of employment. PeopleMatter wants to assist in preventing this churn by helping keep the lines of communication open between managers and employees during the new hire period and thereafter.
• The Coaching Report can assist managers in understanding their employees’ personalities, strengths, and weaknesses which can lead to constructive communication and greater effectiveness. 

To turn on the View Coaching Report task for use at your organization:

The Administrator must complete the following steps:

• Settings → Select your organization → Features & Add-Ons/Onboarding.

• As it relates to Onboarding, there are Employee Tasks and Manager Tasks.  Click Manager Tasks.
  This indicates you are viewing Manager Tasks.  

• Notice the task called View Coaching Report.
• To assign this task, from the drop-down select from Everyone, Nobody, or Customize.
  • • Everyone - All new hires for all positions will see this task.
    • Nobody - No new hires will see this task.
    • Customize - You can choose who sees this section, based on specific units or specific jobs.

• Click on the task to open up additional information on the right.
• All tasks will require you to indicate the Assigned To and Can View fields:
  • The Assigned To field is used to indicate who is assigned completion of the task.
  • The Can View field is used to indicate who is required to monitor completion of the task.
  • Use the drop-down arrows to make your selections.
  • When finished, click Save for each task. 

After the configuration is complete, Managers can view the Coaching Report during onboarding:

• From the Administrator WorkSpace or HOME tab, click Team Members. 
• Click the individual's name to open their record. 
• Click on the Onboarding tab. The Onboarding tab is broken down into Manager's Tasks, Team Member's Tasks, and Tax Credits.  The Coaching Report is available under Manager's Tasks. 

• Under Manager's Tasks, the View Coaching Report task will appear. 
• Click on the link to open the Coaching Report.  

• The Coaching Report will open.  
• You can print the report by clicking Print Report in the top right corner of the report.
• When finished, click Done. 

• The View Coaching Report task will update as complete, with a checkmark.

To view the Coaching Report at any time: 

• You can view the Coaching Report at any time from the Assessments tab in the Team Member Record.  (This report will not display when the individual is an Applicant or Candidate.)
• From the Administrator WorkSpace or HOME tab, click Team Members. 
• Click the individual's name to open their record. 
• Click on the Assessments tab.
• Click the Training and Coaching New Employees Report.