New Features
Admins
Engagement Table Updates
The following updates have been made to the Engagement table page:
- Search box to search engagements by Coachee, Coach, Company or Manager names
- Filter engagements by Coachee level
- Additional columns have been added to the engagement table (Company Name, Engagement Start and End Date, Manager Surveys)
- Choose multiple engagements and with one click send reminders to all users with any pending surveys
Coach Re-Matching
Admins now have the ability to re-match coachees with a different coach before or during an active engagement. Coach and Coachee will be notified of reassignments and the coachee will be able to continue their engagement related activities with the new coach.
Coach Role assignment Update
Users can create a coach user and assign a Coach role without having the program to be started (i.e. program can be in draft mode or program go-live date can be in the future)
Group Coaching : Schedule Recurring Sessions
Admin Ability to schedule a series of monthly, weekly, or bi-weekly recurring sessions.
Edit 1:1 Engagements
1:1 engagements can now be edited by admin users.The start and end dates and max session counts can be edited. To edit, select the Edit Engagement option from the engagement’s options menu in the Engagements table.
All users
Scheduling
The number of remaining available sessions is now displayed in the scheduling dialog.
Coach
Intercom
The Intercom widget is available to SB coaches again.
Bug Fixes
- Program edit page no longer displays wrong program start date and incorrect status due to the incorrect date
- Some surveys were being sent multiple times. This is no longer an issue
- Newly created sessions will now properly inherit the max session value of their program