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.
- When clicking on the comments or goals links, either the comments or the goals pages will open - depending on the link you choose.
- When viewing actions, you can add a new comment or view existing comments, go to coaching plans as well as to the new and previous coaching assessments (how to add an assessment to the system will be explained later in the document).
3.3 Adding or Viewing Comments
- To add a new comment, click on Actions and Add New Comment
- When adding a comment, the following screen opens
- All the general comments added will be available for viewing under the Comments link (from here you can also add new comments).
3.4 Coaching Plans
- When opening the coaching plans screen Actions | Coaching Plan - 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 goal comments date
- New goal comments
- Previous goal comments
- Goal completed
- Goal Completed Date
- 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.
