PeopleMatter: Manager Workflow: How do I View the Coaching Report During Onboarding?

Your organization's Administrator may turn on the View Coaching Report task as part of the Manager's Tasks during the onboarding process.  If so, Managers will be required to view this report as part of new hire onboarding and can access this task from the Team Member's Record on the onboarding tab.  

To 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.