Drive employee development and standardize field evaluations across your organization. Admins can build weighted assessment templates by using the Discovery Framework to enforce consistent evaluation standards across the organization. Coaches can schedule sessions from their calendar, conduct evaluations offline during field visits, link field activity records for context, and compare current scores against historical evaluations to measure progress and target growth areas. Coachees gain clear visibility into performance expectations, track their progress over time, and receive actionable development roadmaps. Strengthen development conversations with employee self-evaluation and meet regional compliance requirements with formal acknowledgments.
- Build Standardized Evaluations with the Discovery Framework
Create consistent coaching evaluations by using assessment templates. Admins author question banks, configure scoring criteria, and assign weights to competencies by using the Discovery Framework and OmniStudio. Templates support scoring questions, ensuring every employee is evaluated against the same standards. - View Historical Evaluation Scores to Track Employee Development
See how coachees progress over time with side-by-side historical comparisons. When starting a coaching session, coaches and coachees can view scores from the most recent completed evaluation by using the same assessment template. Previous scores appear alongside current evaluations, making it easy to identify improvement areas and track progress. - Link Field Visits with Evaluations
Enhance the context of your evaluations by linking specific field activities with coaching sessions. It establishes an audit trail that documents exactly when and where coaching observations were gathered. Coaches have the flexibility to link individual or multiple field visits to a coaching session, clearly indicating the observations that underpin the final evaluation. - Complete Coaching Evaluations Anywhere with Offline Support
Capture coaching observations in real time, even without internet connectivity. Coaches can complete entire evaluations during hospital visits, remote field rides, or any location with limited connectivity, then sync changes when back online. - Schedule and Track Coaching Sessions from Calendar
Coordinate coaching schedules and field visits from the calendar. Coaches can create Enablement Coaching sessions from the calendar grid and see them immediately, helping prevent scheduling conflicts. Employees see sessions only after coaches share them, so evaluations remain private while they’re being planned.