Automated Coaching
Navigate to this page by clicking on Performance and Coaching at the top left of the page, then using the tabs at the top right click on Automated Coaching.
Then, you will be directed to the Automated Coaching page.
On the left of this page, you can see how many Coaching Opportunities and Positive Reinforcements have been created for your Associates. Based on the uploaded files, such as your Weekly Scorecard, Mentor, etc. Hera creates Automated Coaching messages and Automated Positive Reinforcement messages. These messages will be automatically sent out based on the time you choose. The time can be edited in the Company Settings. (Please disregard the time in the picture below. This is the time you can change in Company Settings) You can send these messages immediately if you would like to. The image below shows you how.
To see individual Coaching Opportunities and Positive Reinforcement, click on an Associate from the list on the left-hand side and Hera will bring up the created Coaching messages for that Associate. You can edit these messages by clicking inside the box. When finished, you can press the Send Coaching Message Now button to send to the individual associate.
As stated above, your Automated Coaching will be sent out at the time you have set in your Company Settings. If you upload your files AFTER this time, Automated Coaching will not be automatically sent. You can send them manually if this is the case. Below are steps to show you how to change the time of Automated Coaching is sent.
Lastly, when sending Automated Coaching messages manually, we recommend sending them only to Associates Rostered Today. This is your choice as a DSP, but it is what we recommend.
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