Assess a trainee

Use a coaching assessment to review the work of a trainee and to provide training and feedback.

Before you begin

Role required: sn_coaching.coach

About this task

A trainee can view any field on the coaching assessment form and add comments to the to the Work notes field. A trainee can submit feedback for a coach using a survey when a coaching assessment is in resolved, closed complete, or closed incomplete state.

When an assessment is generated, all users in the Coach group receive a notification. Assessments are generated automatically (as the result of a coaching opportunity) or created manually. You can provide feedback for your trainees using a survey at any time during the coaching assessment.

You can create a coaching assessment from incidents, problems, change requests, or any other table that extends the task table. Enable the display of the Create Coaching Assessment button and create your assessments using that button.To enable display of the button:

• Configure the UI actions on the record.
• In the sn_coaching.CoachingExtensionPoint extension point, make sure the getCreateAssessmentUITables method is implemented to return the name of the tables.

Procedure

1. Navigate to All > Coaching > Coaching Assessment and select a coaching assessment in the Open state.

   You can take a survey using the Start Survey button to provide feedback for the trainee at any point during the assessment. After you complete the survey, the score is calculated using the Calculate coaching survey score business rule and is automatically populated in the Trainee Rating field. The trainee rating generates an assessment rating that is populated in the Assessment Rating field.

   Note: Surveys are not available for assessments that are created manually.

2. Fill in the fields on the Coaching Assessment form.

   1. Verify the Coach group, which is obtained from the coaching opportunity, is accurate.

   2. Set the coaching assessment Coach field to a coach.

   3. In the Due Date field, enter the date when the assessment is due.

   The coaching assessment is set to Closed Incomplete state after the due date. Use system properties to set due dates to complete training. For more information, refer to Coaching reference. You can disable automatic closure behavior by deactivating the Close assessments after expiration scheduled job.

3. Fill in the fields in the Notes tab.

   1. Add a Description to the coaching assessment.

   2. Add Work notes to facilitate a dialog with the trainee.

4. Review the Snapshot content in the Snapshot tab and add your feedback in the Notes field.

5. Fill in the fields in the Feedback tab.

   1. Set the Assessment rating based on the coaching experience.

      When you submit feedback for a trainee, the score in the Trainee Rating field, which is based on a scale of 1-10 is converted to a rating such as good or excellent. This rating displays in the Assessment rating field.

   2. Set the Follow up action as part of coaching.

6. Review the skills applicable to the trainee in the Trainee Skillset related list.

   See Skills Management for more information.

7. Add assigned training content in the Assigned course items related list.

8. Review survey feedback for the trainee in the Survey Results related list.

9. When coaching is finished:

   1. Add a Summary of the coaching experience as an overview of your assessment.

   2. Set the coaching assessment to Resolved.

Coach assesses trainee

• Assign skills after completing an assessment
  Automatically assign skills to trainees for specific skill levels based on the course items they have completed. For example, if a trainee completes the course items for learning Japanese at an expert level, then the skill level 'expert' can be assigned to the trainee.

Parent Topic:Coaching your trainee

Related topics

Coaching field descriptions