For Coaches, a session is complete when Coachee rates the session and archives it into their logs.
You’re now at the final step of a coaching session — from initiating coaching, one-on-ones, adding checkpoints, and reviewing.
Now you want to be certain that the session is acknowledged and added into both you and your Coachee’s logs. Read how Coachees acknowledge and archive a session.
Locate the session (you will find it under the ‘Pending Rating’ status’) and view its coaching summary. Hover over each face icon to see what it means, then choose the one that best reflects your coaching experience. The happier the face, the more satisfied you are with the session and the Coachee’s progress. Click ‘Confirm rating and end session’ to save your rating.
Once done, the session will move right into your logs.
Session auto completes
The system will automatically complete a session if neither Coach or Coachee takes the required actions according to the timelines as below:
PDCA session
Sessions are automatically set to 'Complete' 7 days after Pending Rating if Coachee doesn't add a rating within that time.
Sessions with status 'Pending Checkpoint', 'Progressing', or 'Ready to Review' auto-sets to 'Incomplete' 3 days after the review date if no action is taken.
Sessions with status 'Pending Confirmation' or 'Scheduled' auto-sets to 'Incomplete for Schedulable Sessions' 5 days after the review date if no action is taken.
PD session
Sessions are automatically set to 'Complete' 7 days after Pending Rating if no action is taken by the Coach.
Well done for successfully guiding an individual to improving their performance or conduct at work. Onwards to many more coaching sessions!