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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Managing your coaching assessments

Employees, or trainees, are assessed on work they have done that has triggered a coaching opportunity. Once assessed, the trainee is assigned training by the coach. Use the Trainee Dashboard to manage your assessments and track results.

You can access the Trainee Dashboard from the Coaching navigation menu, or directly from the dashboard list. Select a report to view the detailed data.

Note: You must have the Coaching trainee role to view your Trainee Dashboard.

Your training starts when your assessment has been assigned to a coach. Coaching assessments are triggered from a coaching opportunity set up by the coaching admin and are used to facilitate your learning, as well as providing a dialogue with your coach.

The Trainee Dashboard lets you manage your assessments and track results.

  • Keep track of your active coaching assessments.
  • Analyze how your assessments have been rated in the past.
  • View the types of survey feedback from your coaches.
  • Manage the full list of your coaching assessment details.
Image omitted: trainee-dashboard.png
TraineeDashboard
ReportDescription
My Active Training AssessmentsCoaching assessments for you that are in New, Work in Progress, and Resolved states.
My Coaching HistoryCoaching feedback history (provided by the coach).
My Survey ResultsSurvey feedback results of the coach to the trainee.
My Assessment DetailsList of active coaching assessments and trainings.
  • Work with your coach
    Use your assessments to work with your coach, including assigned training and due dates. You can view your assessments and track your results using the Trainee Dashboard.

Parent Topic:Training agents using Coaching with Learning