Updates in this release include:
Automated Coach Matching (this will be enabled for specific customers)
About this feature
Manually matching coachees with coaches can be time consuming for administrators.
The goal of this initiative is to significantly streamline the coach matching workflow. This will provide value for all customers, especially those with hundreds or thousands of coachees.
- Admins can access new program edit step called Coach Matching Settings which contains three new settings that will filter which coaches will be suggested for matching.
Step 1: First time matching: Run automated matching on new programs that have no matches yet.
Step 2: Preview recommended coach assignments on Successful tab. Coachees that were unable to be matched are on Manual Assignment tab.
Step 3: Select multiple recommendations and assign, or assign all at once.
- Assign all: checkboxes do not need to be selected, assigns all, regardless of checkbox selection state.
- Assign selected: assigns only the selected coachees on that page. Selections do not persist across pages.
- Re-run matching when program changes (such as coach matching setting changes, new coaches or coachees added, coachees complete work-style assessments).
(PII) Personal Identifiable Information
- PII is any data that could potentially identify a specific individual
- All PII information can now be deleted for any individual by request
Bugs
- Coachee search within coach matching not working
- Admin cannot see which stakeholders are assigned to group engagement
- Private notes for new coachee were showing entries for a previous coachee
- Fixed bug where rescheduled events weren’t sending calendar invite links via email