➕ 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
Watch this quick video or read our guide below...
Accessing Coach
Select Coach in the main navigation menu.
Then, select Relationships to view your coaching relationships, Actions to view all actions in one place, or Goals to see Goals across every relationship you manage in one place.
A relationship in Coach represents the ongoing coaching connection between a manager and a direct report.
An action is a short-term task assigned to yourself or people you manage.
Goals are objectives that aren't connected to specific meetings.
Find out more ➡️ here.
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
Use this tab to get oriented before a meeting or check in on someone's progress between 1:1s.
Dashboard tab
The Dashboard tab shows an embedded dashboard for this relationship, giving you their target and ratio performance without leaving Coach.
The dashboard is read-only here. To edit widgets or layout, open the dashboard itself from the main Dashboard area of OneUp.
Choose which Dashboard appears here for each relationship by heading to the relationship settings.
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.
By default, a meeting stays open (in progress) until someone manually ends it. Admins can turn on automatic meeting closure, which ends any meeting that's been in progress for a set number of days, so open meetings don't pile up if someone forgets to close one.
This setting is off by default. Turn it on in Platform Settings if you want meetings to close automatically.
To turn it on:
Select the manage icon in the main navigation menu (next to your profile picture or initials), then platform settings.
Head to the Coach area and find the auto-end meetings setting in the Meetings area.
Enter the number of days a meeting can stay in progress before it's automatically closed.
Permissions required: Manage settings
Each meeting has a header showing when it's scheduled or ended, the period it's covering, and the comparison period, with quick selectors to change these at a glance. Admins can also use the header's Edit meeting action to reschedule, rename, or change the template.
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
Want to see Goals across all your relationships at once, instead of one at a time? Head to Coach > Goals for the aggregated view.
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)
💡 Want to see actions across all your relationships at once? Head to Coach > Actions for the all-actions view. This is where you can also create Personal Actions not tied to any specific relationship. Find out more
Settings
Context
Use this area 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.
Target filter
Choose which metrics to show in meetings for this relationship.
By default, all metrics with targets will be listed.
Ratio filter
Choose which ratios to show in meetings for this relationship.
By default, ratios for all targets selected is shown, unless there is no performance against target over the chosen time period.
Dashboard
Choose which dashboard appears on this relationship's Dashboard tab:
The user's default dashboard
A specific dashboard
None (useful for team relationships where a dashboard isn't relevant)
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.Find out more ➡️ here.