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3.1 LMS Portal

WHY: This section assists the mentors and coaches to view the employees assigned to them, add new comments, setup the coaching plans and do a coaching assessment. The employees can view their comments and coaching plans.

WHERE: On the LMS Portal, click Mentors and Coaches

3.2 Mentor/Coach View

  • On the LMS Portal, the Mentors & Coaches will be available only for the employee that is setup to be a Mentor or Coach.
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  • When clicking on the comments or goals links, either the comments or the goals pages will open - depending on the link you choose.
  • A new comment can be added or an existing comment viewed when selecting the comments link. 
3.3 Adding or Viewing Comments
  • To add a new comment, click on the Comments icon.
  • When adding a comment, the following screen opens:
comment.JPG
add comment.JPG
  • All the general comments added will be available for viewing under the Comments link (from here you can also add new comments).
comments added.JPG

3.4 Coaching Plans

  • When opening the coaching plans screen  Actions | Coaching PlanGoals -  the mentor/coach will be able to view all plans the employee has completed, those that he/she is still busy with, as well as the general comments loaded.
  • New development plans can also be loaded from this screen.
  • The date the last change was made to any of the goals is also available on this screen.
  • To add a new goal the following fields are available for completion:
    • Goal
    • Priority
    • Actions necessary to achieve goal
    • Support / resources needed
    • Obstacles / Concerns
    • Target date
    • New goalcomments
      • comments
    • Comments dateHistory
    • New goalPrivate commentsComments
    • PreviousPrivate goalComments commentsHistory
    • Goal completedCompleted
    • Goal Completed Date

Goal detail.JPG

  • When viewing the goals more information can be viewed by clicking on the Info Tab .
  • When viewing the ‘Goals in Progress’ the mentor/coach can edit the plan to either add comments or mark it as completed. (Where after it will move to the ‘Completed Plans’ section).
  • The plans as well as the comments can be exported from the Goals screen.

3.5 Coaching Assessments

  • When clicking on the coaching assessments tab a screen opens enabling the mentor/coach to start a new assessment or to continue with a previous assessment.
  • When clicking on new assessment, choose the date of the assessment and then the assessment. (Only assessments that was created as Coaching Assessments will be listed on the screen.
  • The assessment is then completed and closed
  • To view the score, select the previous coaching assessment
  • On this screen the Assessment with the final score can be viewed

3.6 Act on behalf of a mentor/coach

  • When going back to the LMS you also have the option to act on behalf of a mentor or coach
  • A mentor/coach can be chosen from the list
  • All employees will be seen that is linked to the mentor/coach

3.7 Employee View

  • From the Mentor & Coach Plans screen the employee can view their mentoring and coaching plans.
  • Nothing can be edited from this screen.
  • Clicking on the goals link will open up the coaching plans screen.
3.7 Employee View
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