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  1. For example, if we want an agent to do a refresher on a certain policy, Team Leaders and coaches can easily assign in one go

    9 votes

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  2. For example, if we're addressing a general behaviour that doesn't necessarily require follow up we still need to add an end date and still need to mark the coaching as achieved / not achieved.

    5 votes

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  3. Being able to edit the coaching form and the layout of the feedback enables us to format it working with different coaching techniques such as the GROW model. Being able to have multiple feedback boxes and title them will mean it's easier for the agent to follow.

    4 votes

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  4. In the coaching form, ability to identify the evaluations affected by the areas marked for improvement (not all evaluations in the period only), and be able to preview these in a left side pane for example to easier create the coaching form feedback and also to better review this with the agent being coached.

    4 votes

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  5. For example, if we have a follow-up session to goals set at the beginning of the month or have an agent on a Performance Improvement plan, to have supplementary coaching sessions sit within the initial session so it's all together. At the moment we are using coaching topics to track follow up sessions and then linking them in the comments of the original coaching which can be a bit messy at times.

    3 votes

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  6. Option for reps/agents to exit out or decline the satisfaction rating at the end of a coaching session. Our business would prefer that feedback from reps/agents to their manager is provided during their schedule 1:1 coaching sessions.

    2 votes

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  7. Since the new coaching options have been added and Team leads can add action items and attachments, it would be great for Team leads to preview the coaching before sending to make sure everything was selected correctly. There is currently no option and even when the coaching is saved as a draft, in the draft we don't see a preview of what the agent will receive. We might want to check on agent name, actions and attachments, etc. in a preview and have the option to then edit them separately.

    2 votes

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    Planned  ·  0 comments  ·  Coaching Form  ·  Admin →
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  8. Ability to copy and paste a list of names in the 'coaching with' field (and the system would recognize the names separated by "," or ";" for example).

    Currently this is not possible, you have to select one by one, which can be quite time consuming for large teams.

    2 votes

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  9. in order to track the number of errors for a specific date a date occurred filter would be useful

    1 vote

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    0 comments  ·  Coaching Form  ·  Admin →
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  10. Assign actions to both the coach and coachee. For example, the coachee needs to ask a particular question on all their calls and the coach needs to review 1 call a day and provide feedback

    1 vote

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  11. As it stands it only shows the first 20 coaching topics, ideally this should be increased to 50 so we can see all topics when coaching

    1 vote

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    Planned  ·  0 comments  ·  Coaching Form  ·  Admin →
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  12. At the moment, if we create a coaching session and we put the end date the same day, after we proceed, the coaching still will appear with the end date the next following one.
    It would be good to be able to create the coaching and end it in the same date
    Thanks!

    1 vote

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  13. We need a coaching date in the evaluation report as this date helps us to identify when QA or TL performed coaching on that agent based on the particular evaluation results. Even it helps us to keep track on the completion rate of coaching on fail all & fail sections tickets.

    1 vote

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  14. We have an issue when coaching agents on specific QA questions when setting the after coaching time. As our workloads pull tickets handled from the previous week, in the after coaching time we either have evaluations on tickets handled before the coaching or the after coaching time needs to be dated two week is the future which defeats the purpose of seeing that an agent picked up on coaching on a specific questions immediately and did not repeat the error. If it was an option to choose ticket date instead of evaluation date in the before and after coaching time…

    1 vote

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  15. I was very pleased to notice that you have 'Freeze' the toolbar in the Evaluation Feedback Summary. Could you please do the same in the Coaching Form?
    This is in fact extremely useful and comfortable when writing the text of the Coaching Form, avoiding the need to constantly scroll up and down.

    Thanks in advance.

    1 vote

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  16. Please can we have a 'select template' button inserted at the top of the chosen template as well as the bottom. We are planning some long templates and we have had testing feedback saying that having the scroll down to the bottom each time, is time consuming and frustrating. Here is a link to a 15 second video showing what we mean. https://share.vidyard.com/watch/mXFQPhwgtzk4sRZdPFZvfo?

    1 vote

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  17. 1 vote

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