Prior to adding a person
Gather the following information
Organization Name*
Employee ID
First Name*
Last Name*
Email* - must be unique
Manager
Job Role*
Time Zone*
Verify the person’s organization, job role, and manager have been added to Coaching Platform.
To add a person
Select People from the Admin Menu.
Select Add Person.
Fill out the person’s information
Allow Login - Turning on Allow Login will grant this individual the ability to log in. and an account activation email will be sent to the individual when you submit this page. Allow Login can be turned on later if you are not ready for the user to log in.
Select Submit.
Tip
If you turn on Allow Login and the individual does not receive a welcome email, have them check their spam.
Use the import feature to add large groups of people to the Coaching Platform (primarily during the configuration phase.) Note that only new people can be imported. If a person already exists in Coaching, do not include them in the Import file.
Download the template
Select People from the Admin Menu. Select Import.
Select Download the template file.
Fill out the people list (.csv template) .
Organization Name* - org name must match exactly to an organization already added to the system
Employee ID
First Name*
Last Name*
Email* - must be unique and must not already exist in Coaching Platform
Manager email - If manager doesn’t exist in Coaching Platform, the manager must be included in this import file as well.
Job Role* - job role must match exactly to a job role already added to the system
Time Zone
Import the completed people list
Select People from the Admin Menu. Select Import
Follow the instructions on the screen to map the fields, verify and correct errors, and import the file.
Select People from the Admin Menu.
Use the filter results bar (first or last name) to locate the person and select the edit icon for that person..
Update the person’s information
Select Submit.
When you delete a person, the records are simply deactivated and still reside in the Coaching Platform.
Prior to deleting a Manager
Edit any people who report to this manager and assign a new manager. Otherwise, the inactive manager will continue to show as the direct reports manager until an admin reassigns their manager.
Prior to deleting a Coach
Edit the Coach and remove the coaching relationships.
To delete a person
Select People from the Admin Menu.
Use the filter results bar (first or last name) to locate the person and select the delete icon for that person.
Confirm the deletion.
To reactivate a person
Select People from the Admin Menu.
Use the filter results bar (first or last name) to locate the person and select the delete icon for that person.
Confirm the deletion.