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Coaching

Run 1-1s, improvement plans and coaching notes tied to the review cycle.

Coaching — product screenshot
Coaching — product screenshot

Capabilities

14 capabilities in Coaching

1-1 scheduling

Recurring manager–employee sessions with an agenda.

Private coaching notes

Notes visible only to both parties, separate from formal reviews.

Improvement plans

Goals, milestones and explicit success criteria.

Mentoring programmes

Pair mentors and mentees by skill and development goal.

Progress tracking

Compare outcomes across review cycles and sessions.

Coaching resources

Question frameworks, note templates and guides for new managers.

Coaching programmes

A programme frame of session path, materials and completion criteria, reused across coachees.

Session templates

Per session type: agenda, objectives, preparation for both sides and prompting questions.

Engagements

One coaching cycle between coach and coachee, tracked against the planned path.

Sessions and action items

Capture each session and the actions that follow, each with a due date and an owner.

Coach roster

Internal and external coach profiles, their focus areas and current engagement load.

Completion certificates

Issued when programme criteria are met, checked against the outcome score and mandatory milestones.

Coachee portal

Coachees see their own path, materials and action items through a private link.

External programmes

Record externally delivered programmes in the same development record.

Assistants on this app

1 assistants work on this data

Coaching Coordinator

Coaching assistant — flags at-risk coachees, nudges upcoming sessions and overdue action items, coaches follow-through, and reports program ROI.

5 skills

AI Insight

  • Cash anomaliesReceipts and payments breaking the weekly and departmental pattern.
  • Receivable riskCustomers whose payment behaviour changes before they go overdue.
  • Budget varianceDepartments burning budget faster than the period elapsed.
  • Margin erosionProducts or customers whose margin drops unusually fast.
  • Stock anomaliesSlow movers, near-expiry lots and stock-out risk.
  • Pipeline stallDeals sitting in a stage longer than they normally do.

Inline AI

  • Summarise the recordSummarise the open contract, customer, project or ticket.
  • Draft contentWrite emails, descriptions, notices and notes inside the form.
  • Explain a figureClick a number to ask why it came out that way.
  • Fill the formPropose field values from an attached document.
  • Extract from documentsDrop a PDF or photo to create a structured record.
  • TranslateTranslate document content and threads between Vietnamese and English.