Coaches, managers and mentors can play an important part in a learner's program. In Academy, each learner can be paired with a coach who supports them as they go. Depending on how you set it up, coaches can follow their learners' progress, receive a coaching guide, and review tasks and diagnostics.

The Coaching page is where you choose how learners are matched with a coach, what coaches receive, and how often they hear from the program. It appears when Coaching is turned on in the Experience tab of Details & Settings. To open it, open your program and select Edit. Under Program Overview in the left-hand menu, select Program Set Up, then select Coaching.

Who Coaches on This Program

Your Coaches Label - the name used for coaches in this program.

Coach Assignment - choose how learners are matched with a coach:

• Assigned by Coordinator or Facilitator Only - Your program team matches each learner with a coach. Add coaches in the program's Class List, then use Select Learners on each coach to choose their learners. Only a Coordinator on the program can see Add Coach.
• Auto Assigned - Academy assigns a coach to each learner based on a relationship, such as their manager.
  • Default Coach - the relationship used to choose a coach: Manager, Location Manager or Area Manager. With Location Manager or Area Manager, every manager of that kind at the learner's location becomes a coach. A learner who doesn't have anyone in that relationship doesn't get a coach.
  • When to Auto Assign - choose On learner enrolment or In onboarding, after user profile. On learner enrolment only applies to learners who enrol after you set it, so match earlier learners in the Class List. In onboarding, after user profile assigns the coach when a learner continues past the Welcome message step, so Onboarding must be turned on, with the Welcome message page turned on.
• Learner Nominated - Learners nominate their own coach in the Your coaches step of onboarding. For this to work, turn on Onboarding on the Experience tab, then turn on Your coaches on the Onboarding page. Otherwise, learners have nowhere to nominate a coach.
  • Nomination Method - how a learner finds the person they nominate: User Search or Name & Email.
  • Multiple Coaches - lets learners have more than one coach.
  • Changing Their Coach Later - lets learners change their coach after onboarding.
  • A Coach is Required During Onboarding - learners must nominate a coach to complete onboarding.

Learners can nominate 1 coach during onboarding. They can only add more later if Multiple Coaches and Changing Their Coach Later are both turned on.

What Coaches Get

• Coach Onboarding - gives coaches their own onboarding.
• Coaching Guide - a guide to help coaches support their learners. Enter a Guide Name and Guide Introduction, and upload the guide as a PDF under Attachments.

For coaches to open the guide from their onboarding, turn on Coach Onboarding here and Coaching guide on the Onboarding page. The guide only shows in your program team's program menu once it has at least 1 file.

Coaching Summary Email

Turn on Coaching Summary Email to email coaches on the days you choose, for as long as the program runs. Select the days under Send On. Turn on Attach the Coaching Guide to These Emails to include the guide.

A few things to know about this email:

• Only diagnostics trigger it. A coach is emailed when one of their learners has a diagnostic waiting on the coach.
• Only coaches whose learners still have work outstanding are emailed.
• Nothing is sent while the program is in Draft, or before its start date.
• To change what the email says, go to Emails & Notifications, open Enrolment, then Coach Summary. If Coach Summary is set to Do not send, nothing is sent.
   

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Tip: Select the g icon on the right of the page to open the Guroo Help panel. It explains each setting on the page, based on how your program is currently set up.