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Use the Team Overview Page
Use the Team Overview Page

The Team page contains several tools to help you efficiently manage coaching activities

Michael Hughes avatar
Written by Michael Hughes
Updated over a week ago

In This Article

About the Team Page

The Team page is the nerve center of the Skills app. Here, enablement leaders can manage their coaching programs effectively and efficiently by:

๐Ÿ‘๏ธ seeing, at a glance, all coaching activities taking place within their companies

๐Ÿงฎ aggregating assessments and their details

๐Ÿ“… sending assessment reminders

โœจ and more!

Read on to learn about each feature.

Use the Overview Page

The overview page contains three kinds of data gathered from all the teams in your company: assessment data, coaching plan data, and skill level scores. Though all teams are selected by default, you can use filters to individuate teams.

Select Filter by Team, then select the checkboxes next to teams you want to analyze. The page will refresh to show data from only the teams you specified. You can also Select or Deselect All Teams to efficiently make your selections.

You can also filter by date to see results from a particular interval of time. All team data is loaded by default, but you can restrict this view to show only data returned during the last 30 days, 90 days, or a custom interval of your choosing.

Assessments Widget

This widget tallies up the assessments you've created, including all complete, incomplete, and overdue assessments within a specified range of dates. You can also create and assign a new assessment task right from the widget. Click Send New Request and make your selections as instructed.

Also, those numbers on the widget? They're clickable! Selecting them will load an itemized roster on the Assessments tab, allowing you to see the specific assessments that have been completed or not.

Coaching Plans Widget

This widget counts tasks in the coaching plans you've implemented. Coaching plans allow managers to create performance goals for their learners along with tasks to help them achieve those goals. Active plans are displayed in the widget alongside incomplete and overdue tasks associated with those plans.

In the widget, click Create New Plan to create a new coaching plan. You can also create new plans by selecting the yellow Assess & Coach button in the upper right corner of the Skills interface.

Note: Unlike the numbers in the assessments widget, coaching plan figures are not interactive.

Skill Levels

This table displays the skills on which teams are being trained and the average score teams have earned for each skill. The average score is obtained by combining three variables: scores earned during skillset reviews, skill observations, and skillset self-reflections. You can use a toggle in the upper right of the table to view each skill discretely or by the categories to which several skills have been added. You can also change the way data is visualized: as a list view or as a horizontal bar chart.

Select any skill from the table for a detailed view of the team's performance across all quarters during which the skill was evaluated. Use the View By switcher to see scores by quarters, months, or weeks. Mouse over each bar in the chart to reveal its score.

Manage Team Members

The Team Members tab shows all users in a given team. It also shows each member's strongest and weakest skills, the number of coaching plans in which they are enrolled, and the number of tasks they've completed.

Select the ellipsis in any row to summon a menu from which you can create a new assessment, send an assessment request, or create a coaching plan.

Select a user from the table to see his or her overview page. This page looks similar to the team page but only shows data about the individual.

Skills data is associated with users, not the teams to which they're assigned. In other words, user data is retained when users change or leave teams. If a user has been a member of several teams, admins can see a comprehensive record of their skills history.

View Recent Activity

On loading the Recent Activity tab you'll see, in descending chronological order, the 20 learners most recently active in the Skills app. This table gives learners' names, the type of activity they last engaged, and the date on which that activity occurred. Data is gathered across all teams and all time by default, but you can populate the table with custom data by using the team and time filters at the top of the page.

When certain teams have been specified, a chip bearing each team's name will show below the filters. To remove a team from your analysis, click the X next to its name.

Review Assessments

The assessments table contains the vital details of assessments that trainers have assigned. These details include assessment type, the names of evaluators and evaluees, assessment due dates (if applicable), and the status of the assessment.

The assessments table can be accessed by clicking a value in the assessments widget...

...or by navigating to the assessments tab on the Team overview page.

This screenshot shows the location of the Assessments tab on the Team page of the Skills app.

Assessment Table Filters

All assessment data is populated by default, but you can toggle two dropdown menus to filter by status and assessment type.

Use the status dropdown to filter assessments according to one of these four options:

  • All Statuses

  • Incomplete Assessments

  • Overdue Assessments

  • Completed Assessments

Use the assessment dropdown to populate the table according to assessment type:

  • All Assessment Types

  • Skillset Review

  • Skillset Self-Reflection

  • Performance Metric

  • Skill Observation

๐Ÿ’ก Tip: The status and type filters combine to create an AND function. Applying both criteria will return a narrow set of results. Moreover, the top-level filters, team and time, work in combination with the assessment table filters.

Users can also filter the assessments table so that only their assessment requests are shown. To do so, toggle the slider labeled Only Show My Requests.

Assessment Table Actions

When you select the ellipses icon (...) of an assessment, a menu will appear from which you can either Delete the assessment or send a Reminder to its evaluator. These actions can also be performed in bulk.

Assessment Reminders

Selecting Remind from the ellipses menu will launch a confirmation dialog, allowing you to remind evaluators to complete their assessments.

Clicking Send Reminder will send the evaluator a system-generated email like the one pictured below.

Delete Assessments

To delete an assessment, select the ellipses icon in its row, then select Delete. A confirmation dialog will appear. Selecting Delete Assessment will delete all comments and assessment data, and remove the assessment from the table.

Note: Delete with caution! This action cannot be undone.

Bulk Actions

Want to take action on multiple assessments at one time? Use the bulk Actions menu. This menu allows you to send reminders to users who have assessments in progress, or else haven't started them. You can also use this menu to delete many assessments at once. To take action on all assessments, click the select-all checkbox in the header row.

Once you've made your selections, complete the bulk action by selecting the confirmation button at the bottom of the table.

Questions? Contact the Support team at

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