Updates in the 2.27 release include:
Slack Integration
When this optional integration is enabled, users can be notified in Slack when they have new chat message available to view in the SB application.
Admin - Automated Coach Matching
- Automated coach matching will now be turned on by default for all new programs.
- Added functional experience filter to automated coaching matching settings.
- When enabled, only coaches with one more functional experience selections matching the coachees will be suggested as potential matches.
- The filter compares the coachees “Functional Experience” selection from the Basic Info step of their onboarding, to the coach’s "Professional Leadership Experience — Functions" selection of their profile.
Coach Profile
Can now choose “Other” option for for Leadership Coaching Experience - Functions and Professional Leadership Experience - Functions profile fields.
Reordered and adjusted description text of the professional industry experience and leadership coaching experience fields. The fields will appear as follows:
- Professional Leadership Experience – Industries
- Select all of the industries where you’ve held a paid position as a people manager
- Professional Leadership Experience – Functions
- Select all of the functional areas where you’ve held a paid position as a people manager
- Professional Leadership Experience – Level of Leadership
- Select the highest level of leadership role you’ve held in your employment history
- Leadership Coaching Experience – Industries
- Select all of the industries in which you have coached leaders
- Leadership Coaching Experience – Functions
- Select all of the functional areas in which you have coached leaders
- Leadership Coaching Experience – Level of Leadership
- Select the highest level of leader you have coached
Selections in the above fields are now listed in alphabetical order.
All of the above fields are now required
User Onboarding
Added description text to the new functional experience field on the user onboarding Basic Info step.
Bug Fixes
- Coach Capacity in 1:1 matching included Group engagements.
- Coachee driven coach matching - coachee could choose coach without capacity.
- Issues with survey page search not working correctly
Zendesk Support Articles
New and updated articles
- Coach Account Creation
- Coach Matching (auto matching)
- In-App Chat Messaging
- An Introduction to Calendars and Scheduling
- Complete Your Coach Bio
- Cronofy Calendar Integration
- In-App Reporting Tips and Tricks
- An Introduction to Programs