➕ Coach is an add-on module.
Get in touch with your Account Manager to find out more.
If you don't have an Account manager, contact Support using the in-app chat feature and the team will be happy to help.
If you already have access to Coach...
🔐 Permissions required:
Access Coach
Create Relationships
Accessing Coach
Select Coach in the main navigation menu.
You'll land on your Coach dashboard, showing all your coaching relationships.
A relationship in Coach represents the ongoing coaching connection between a manager and a direct report.
Creating a coaching Relationship
Select Add relationship in the top-right corner.
Select the person you'll be coaching from the dropdown.
You can add individuals or teams here.
Select Save.
Optional: add context about this person's role or responsibilities.
Select the relationship to open it and navigate to the settings area. The context added here is used by AI when preparing the briefings for each meeting to tailor recommendations. Find out more about the AI-generated briefing ➡️ here.
The Relationship overview
Open any Relationship to see its full history. The overview is divided into different areas:
Overview tab
The Overview tab is your performance hub for the coaching Relationship. It shows:
Performance summary: Key stats like live targets, open goals, and open actions
Upcoming meetings: When you're next scheduled to meet
An overview of target performance in the date range selected
The default current period shown is determined by the target interval set against each metric.
Use the date override to select a different period. Find out more ➡️ here.
Use this tab to get oriented before a meeting or check in on someone's progress between 1:1s.
Meetings tab
The Meetings tab lists all past, in progress and upcoming meetings for this Relationship.
Upcoming meetings: Scheduled but not yet completed
In progress meetings: The start date/time has been met, but the meeting has not been marked as ended.
Past meetings: Ended meetings with full records (agenda, notes, actions, etc.)
Click any meeting to view or edit it. Upcoming and in progress meetings are editable; past meetings are locked once ended.
Goals tab
Goals are objectives that aren't connected to specific meetings. Find out more ➡️ here.
The Goals area shows all active and completed goals for this relationship.
Use this tab to:
Review goal progress
Create new goals outside of the meeting workflow
Update progress against a goal or mark as completed
Actions tab
The Actions tab lists all actions for this relationship, regardless of which meeting they were created in.
Filter by:
Status: To Do, Overdue, or Complete
When the action was created
Use this tab to:
Check what's outstanding between meetings
Mark actions complete without opening a meeting
Change the due date
See patterns (e.g., consistently overdue actions might indicate unrealistic deadlines)
Settings tab
The Settings tab lets you to capture any context relevant to the relationship. This could be information about the person's role, responsibilities, or focus areas and will be used by AI when generating meeting briefings for managers.
Changes to settings apply to future meetings, not past ones.
FAQs
What if I manage multiple people?
Create a separate relationship for each person you coach. Each relationship maintains its own history of meetings, goals, and actions.
Can my report see the relationship?
Yes. Both participants in a coaching relationship have visibility into:
Scheduled and past meetings
Shared notes
Goals and actions
Target performance and comments
What if someone moves teams?
You'll need to create a new relationship with their new manager. Historic performance data remains visible in the old relationship. This can be shared with the new manager if appropriate. More on sharing ➡️ here.
Do I need to recreate my OneUp targets?
No. Coach uses your existing OneUp targets automatically. Any targets assigned to your report will appear in their Coach profile.